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Deutsche BankPosted 1 week ago
EXPIRED

Berater (d/m/w) Wealth Management

On-siteBernkastel-Kues, Rheinland-Pfalz, Germany

Full TimeEnterpriseFinancial Services

Job Summary

Manage a personal client portfolio in the Wealth Management segment by acting as the primary advisor and face of the bank. Conduct comprehensive advisory conversations on all investment products and services, including high-volume PMP and complex pension needs, while adhering to MiFID regulatory requirements. Acquire new clients, expand business volume, and leverage existing relationships to build long-term retention. Collaborate with specialists for complex requirements and utilize structured strategy sessions with available tools. Maintain a professional, competent, and friendly demeanor throughout client interactions. Full-time and part-time positions available.

Required Qualifications

  • Ausbildung zur Bankkauffrau/zum Bankkaufmann
  • weiterführende Ausbildung und/oder Studium
  • Beratungserfahrung im Privatkundenbereich
  • umfassende Kenntnisse zum MiFiD-konformen Beratungsprozess
  • Kenntnisse zum Produktspektrum
  • fundierte Kenntnisse im Bereich Investments
  • Kenntnisse zu Finanzmarktentwicklungen
  • Erfahrung in der Terminvereinbarung zur Ausschöpfung der Kundenpotentiale
  • souverän, kompetent und freundliches Auftreten gegenüber Kund*innen
  • Freude daran im Team zu arbeiten
  • Eigeninitiative
  • Durchsetzungsvermögen

Desired Qualifications

  • Beratungserfahrung im Privatkundenbereich

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