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About the Role
As a Digital Wealth Management Advisor, you will manage your own client base of affluent private clients, providing holistic and personal support via video, phone, and digital channels to build long-term client relationships. You will further develop your advisory skills and contribute to improving our advisory model and processes.
Responsibilities
- Manage your own client portfolio and provide holistic support to clients regarding investments, retirement planning, and other financial matters.
- Build personal, long-term client relationships and acquire new clients through video, phone, and digital channels.
- Prepare and conduct advisory meetings using the MiFID-compliant advisory process.
- Utilize digital tools and processes to support daily advisory activities.
- Collaborate closely with experienced colleagues and internal specialists.
- Contribute client feedback and ideas for improving advisory services and processes.
Requirements
- Banking or comparable vocational training; further qualifications are advantageous.
- Professional experience in client advisory, ideally in private client and/or wealth management.
- Good knowledge of investments and the MiFID-compliant advisory process.
- Strong customer orientation, excellent communication skills, and a professional demeanor.
- Affinity for digital advisory formats and proficient use of modern digital tools.
- Openness and willingness to learn, develop professionally, and embrace new ideas.
Skills
- Investment knowledge
- MiFID-compliant advisory process
- Customer orientation
- Communication skills
- Digital advisory formats
- Digital tools
Location
- Germany
Work Type
- Full-time
- Part-time
- Hybrid working
Experience Level
- Professional experience in client advisory
Education Level
- Banking or comparable vocational training
- Further qualifications advantageous
Benefits
- Support for mental health and difficult life situations
- Offers for maintaining personal health, including check-ups and vaccinations
- Support from pme Familienservice
- FitnessCenter Job membership
- Flexible working time models (e.g., part-time, job tandem, hybrid working)
- Programs promoting diversity, equal opportunities, and inclusion
- Retirement savings plans
- Employee banking services
- Company bicycle or Deutschlandticket
- Exclusive employee conditions and individual advice
About the Company
- Wealth management relies on people who understand their clients, provide sound advice, and offer long-term support. Even in an increasingly digital market, personal advice remains crucial. Digital tools and processes support advisors and create space for client needs.
- In Digital Wealth Management at Deutsche Bank, we are advancing this approach in motivated teams with a clear future focus. We combine the capabilities of a large bank with the growth and development potential of a hybrid advisory model.
- 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.