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About the Role
As an experienced Relationship Manager, you will manage your own client portfolio in the Wealth Management segment, providing comprehensive advice and fulfilling client needs. You will be the primary point of contact for clients and the market in Wealth Management. Your core competency is investment advice, covering all (securities) products and services within Wealth Management Select. You will conduct advisory discussions to a successful conclusion, leveraging your strong sales skills to present the full range of Wealth Management products and services, and involving specialists for complex client needs such as large-volume PMP, complex pension requirements, and construction financing. You will acquire new clients in the Wealth Management Select segment and grow business volume. You will provide holistic advice, adhering to regulatory requirements for securities business, and conduct structured strategy discussions using available tools and processes. You will utilize existing customer relationships and communication skills to gain new contacts and clients, and maintain personal customer relationships for long-term loyalty.
Responsibilities
- Manage your own client portfolio in the Wealth Management segment.
- Provide comprehensive advice to clients and fulfill their needs.
- Act as the primary point of contact for clients and the market in Wealth Management.
- Advise on all (securities) products and services within Wealth Management Select.
- Conduct advisory discussions to a successful conclusion.
- Present the full range of Wealth Management products and services.
- Involve specialists for complex client needs (e.g., large-volume PMP, complex pension requirements, construction financing).
- Acquire new clients in the Wealth Management Select segment.
- Grow business volume.
- Provide holistic advice, adhering to regulatory requirements for securities business.
- Conduct structured strategy discussions using available tools and processes.
- Utilize existing customer relationships and communication skills to gain new contacts and clients.
- Maintain personal customer relationships for long-term loyalty.
Requirements
- Completed training as a bank clerk; further training and/or a degree are desirable.
- Advisory experience in the private customer sector.
- Comprehensive knowledge of MiFID-compliant advisory processes and product spectrum.
- Sound knowledge in investments, including financial market developments.
- Good experience in appointment scheduling to maximize customer potential.
- High degree of customer and service orientation.
- Confident, competent, and friendly demeanor towards clients.
- Enjoy working in a team.
- Demonstrate initiative and assertiveness.
Skills
- Investment advice
- Sales skills
- Holistic advisory approach
- Regulatory compliance (securities business)
- Client relationship management
- New client acquisition
- Communication skills
- Teamwork
- Initiative
- Assertiveness
Location
- Germany
Work Type
- Full-time
- Part-time
- Hybrid working
Experience Level
- Experienced
Education Level
- Bank clerk training
- Further training desirable
- University degree desirable
Benefits
- Offers for emotional well-being, including counseling for difficult life situations and mental health promotion.
- Offers for physical fitness, including comprehensive check-ups, vaccinations, and healthy lifestyle advice.
- Support for social networking, including pme Familienservice, Job fitness center, flexible working time models (part-time, job tandem, hybrid work), and a culture of diversity, equal opportunities, and inclusion.
- Financial security, including pension plans, employee banking services, company bicycle, and the Deutschlandticket.
- Flexibility and mobility support.
About the Company
- Deutsche Bank is Germany's leading bank with a global network, firmly rooted in Europe.
- We aim to be the undisputed, leading private bank in Germany.
- We are market leaders with significant growth potential due to our strong market position, high-quality employees, and broad product range.
- We are strengthening collaboration with our corporate bank to serve entrepreneurs both privately and professionally.
- Our Wealth Management brand, Deutsche Bank Wealth Management, serves exceptionally wealthy clients.
- We strive for a 'Culture of Excellence' where employees are empowered to excel together daily.
- Our values include acting responsibly, thinking commercially, taking initiative, and working collaboratively.
- We share and celebrate the successes of our people.
- We are Deutsche Bank Group.
- We welcome applications from all people and promote a positive, fair, and inclusive work environment.
- For over 150 years, our dedication to being the Global Hausbank for our clients has been driven by our people across approximately 60 countries and over 150 nationalities.
- Our people's deep understanding, insights, expertise, and passion help clients navigate an increasingly complex world.
- We operate across Corporate Bank, Private Bank, Investment Bank, and Asset Management (DWS) divisions.
- Together, we can make a significant impact for our clients at home and abroad, securing their lasting success and financial security.
Equal Opportunity
- We welcome applications from all people and promote a positive, fair and inclusive work environment.
- We promote a culture of diversity, equal opportunities, and inclusion.