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About the Role
As a consultant in Digital Wealth Management, you will manage your own portfolio of affluent private clients, providing holistic advice that is personal, digital, and tailored to their needs. You will collaborate closely with experienced colleagues, continuously expand your advisory expertise, and develop professionally and methodically.
Responsibilities
- Holistic advice and support of clients in the Wealth Management environment
- Personal and digital advice (e.g., video, phone, online channels) on asset management, retirement planning, and other financial solutions
- Preparation and execution of advisory meetings using the MiFID-compliant advisory process
- Building and maintaining long-term client relationships and actively acquiring new clients in the Wealth Management segment
- Close collaboration within the team and with internal specialists
- Active use of digital tools and contribution to the development of modern advisory approaches
Requirements
- Commercial banking or comparable vocational training; further qualifications are advantageous
- Professional experience in client advisory, ideally in the private client and/or Wealth Management sector
- Good knowledge in the area of investments and the MiFID-compliant advisory process
- Strong customer orientation, excellent communication skills, and a professional demeanor
- Affinity for digital advisory formats and confident use of modern digital tools
- Openness and willingness to learn, to develop professionally and to incorporate new ideas
Skills
- Wealth Management
- Investments
- MiFID-compliant advisory process
- Digital advisory formats
- Digital tools
Location
- Germany
Work Type
- Full-time
- Part-time
- Hybrid working
Experience Level
- Professional experience
Education Level
- Commercial banking or comparable vocational training
- Further qualifications advantageous
Benefits
- Offers for advice in difficult life situations
- Offers for promoting mental health
- Offers for maintaining personal health
- Extensive check-up examinations
- Vaccination offers
- Advice on healthy living
- Support through pme Familienservice
- FitnessCenter Job
- Flexible working time models (e.g., part-time, job tandem, hybrid working)
- Programs to promote diversity, equal opportunities, and participation
- Contribution plans for retirement provision
- Bank services for employees
- Company bicycle or Deutschlandticket
- Exclusive employee conditions
- Individual advice through the employee bank
About the Company
- The Digital Wealth Management unit combines the stability and seriousness of a leading private bank with modern, digital advisory approaches.
- We aim to be the leading point of contact for discerning clients and to continuously evolve the way Wealth Management is practiced.
- We rely on professional excellence, personal proximity, and an open, innovative attitude.
- Together, we shape an advisory environment that combines expertise, trust, and modern digital possibilities in a contemporary way.
- We strive for a culture in which we are empowered to excel together every day.
- This includes acting responsibly, thinking commercially, taking initiative and working collaboratively.
- Together we share and celebrate the successes of our people.
- Together we are Deutsche Bank Group.
Equal Opportunity
- We welcome applications from all people and promote a positive, fair and inclusive work environment.