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About the Role

As an experienced Relationship Manager in Wealth Management, you will manage your own client portfolio, providing comprehensive advice and fulfilling client needs. You will be the primary point of contact for clients and the market within the Wealth Management segment, with a core competency in investment advisory.

Responsibilities

• Manage and advise a dedicated client portfolio within the Wealth Management segment.
• Serve as the primary point of contact and representative of the bank for Wealth Management clients.
• Provide comprehensive investment advisory services, covering all Wealth Management products and services.
• Conduct advisory meetings and successfully close deals.
• Utilize strong sales skills to present the full range of Wealth Management products and services.
• Engage specialists to address complex client needs, such as large-volume PMP, intricate pension requirements, and real estate financing.
• Acquire new clients in the Wealth Management segment and expand business volume.
• Offer holistic advice, adhering to regulatory requirements for securities business.
• Conduct structured strategy discussions using available tools and processes.
• Leverage existing client relationships and communication skills to gain new contacts and clients.
• Maintain personal client relationships to foster long-term customer loyalty.

Requirements

• Completed training as a bank clerk (Bankkauffrau/Bankkaufmann).
• Further training and/or a degree are desirable.
• Advisory experience in the private client sector.
• Comprehensive knowledge of MiFID-compliant advisory processes and product spectrum.
• In-depth knowledge of investments, including financial market developments.
• Experience in appointment scheduling to maximize client potential.
• High degree of customer and service orientation.
• Confident, competent, and friendly demeanor when interacting with clients.
• Enjoy working in a team.
• Demonstrate initiative and assertiveness.

Skills

• Investment advisory
• Sales
• Client relationship management
• Communication
• Financial market analysis

Location

• Germany

Work Type

• Full-time
• Part-time
• Hybrid working

Experience Level

• Experienced

Education Level

• Bank clerk training
• Further training
• University degree

Benefits

• Support for difficult life situations
• Mental health promotion services
• Comprehensive health check-ups
• Vaccination offers
• Healthy lifestyle guidance
• Support from pme Familienservice
• Job Fitness Center access
• Flexible working time models (e.g., part-time, job tandem, hybrid working)
• Extensive culture of diversity, equal opportunity, and inclusion
• Retirement savings contribution plans
• Employee banking services
• Company bicycle
• Deutschlandticket

About the Company

• Deutsche Bank's Private Clients Bank division combines expertise in private client business under the Deutsche Bank and Postbank brands, aiming for market leadership in Germany and globally.
• The division serves wealthy clients worldwide, as well as private clients and small to medium-sized enterprises.
• It offers comprehensive financial services in its home market Germany and internationally.
• The Private Clients Bank is one of the four business divisions of Deutsche Bank Group, alongside Corporate Bank, Investment Bank, and Asset Management (DWS).
• Deutsche Bank is Germany's leading bank with a global network, firmly rooted in Europe.
• The bank aims to be the undisputed leading private client bank in Germany.
• Deutsche Bank leverages its strong market position, high-quality employees, and broad product range for further growth.
• Collaboration with the Corporate Bank is strengthened to serve entrepreneurs both privately and professionally.
• The leading brand Deutsche Bank Wealth Management serves exceptionally wealthy clients.
• The bank strives for a 'Culture of Excellence', characterized by acting responsibly, thinking commercially, taking initiative, and working collaboratively.
• Deutsche Bank Group shares and celebrates the successes of its people.
• The bank welcomes applications from all individuals and promotes a positive, fair, and inclusive work environment.
• For over 150 years, Deutsche Bank has been dedicated to being the Global Hausbank for its clients, operating in around 60 countries and across more than 150 nationalities.
• Employee expertise and passion help clients navigate a complex world across Corporate Bank, Private Bank, Investment Bank, and Asset Management (DWS) divisions.
• Together, they aim to make a significant impact for clients, 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 strive for a culture in which we are empowered to excel together every day.
• We welcome applications from all people and promote a positive, fair and inclusive work environment.