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About the Role
In the Private Clients Bank division, Deutsche Bank consolidates its expertise in private customer business, operating under the Deutsche Bank and Postbank brands as the market leader in Germany. This division encompasses global services for affluent clients, private customers, and small to medium-sized enterprises. We aim to be the undisputed leading private client bank in Germany, leveraging our strong market position, high-quality employees, and broad service portfolio for further growth. We are also strengthening collaboration with our corporate bank to serve entrepreneurs both personally and professionally. For exceptionally wealthy clients, we operate under the market-leading Deutsche Bank Wealth Management brand. We strive for a "Culture of Excellence."
Responsibilities
- Manage your own client portfolio in the Wealth Management segment.
- Conduct structured strategy discussions to identify and address client needs and potentials.
- Advise clients on simple needs and escalate complex needs to experienced Wealth Management advisors or specialists.
- Provide comprehensive advice on all (securities) products and services within Wealth Management, adhering to a holistic approach.
- Successfully close consultations for clients with simple needs or refer clients for more complex advice.
- Provide holistic advice, considering regulatory requirements for securities business.
- Conduct structured strategy discussions using available tools, processes, and resources.
- Develop your client-facing competencies through regular exchange and close collaboration with experienced team members, including tandem discussions.
- Maintain personal client relationships to foster long-term client loyalty.
Requirements
- Completed training as a bank clerk; further training and/or a degree are desirable.
- Advisory experience in the private client sector.
- Comprehensive knowledge of the MiFID-compliant advisory process and product spectrum.
- Sound knowledge in investments, including financial market developments.
- Good experience in appointment scheduling to leverage client potential.
- High level of customer and service orientation.
- Confident, competent, and friendly demeanor towards clients.
- Enjoy working in a team.
- Demonstrate initiative and assertiveness.
Skills
- Wealth Management
- Investment Advisory
- Client Relationship Management
- Sales
- Holistic Financial Advice
- MiFID Compliance
- Financial Markets Knowledge
- Appointment Scheduling
- Customer Service Orientation
- Teamwork
- Initiative
- Assertiveness
Location
- Germany
Work Type
- Full-time
- Part-time
- Hybrid work models
Experience Level
- Professional
Education Level
- Training as a bank clerk
- Further training
- Degree
Benefits
- Support for difficult life situations
- Mental health promotion offers
- Offers for maintaining personal health
- Extensive check-up examinations
- Vaccination offers
- Advice on healthy living
- Support from pme Familienservice
- FitnessCenter Job
- Flexible working time models (e.g., part-time, job tandem, hybrid working)
- Extensive culture of diversity, equal opportunities, and participation
- Retirement provision contribution plans
- Employee banking services
- Company bicycle
- Deutschlandticket
About the Company
- Deutsche Bank is Germany's leading bank with a global network, firmly rooted in Europe.
- 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.
- We welcome applications from all people and promote a positive, fair and inclusive work environment.
Equal Opportunity
- We welcome applications from all people and promote a positive, fair and inclusive work environment.