Berater (d/m/w) Wealth Management
Hybrid
Core
Experienced Relationship Manager in Wealth Management providing holistic investment advice and acquiring new clients for Deutsche Bank's private banking segment.
Role type
Senior IC Wealth Management Relationship Manager
Builds
Personalized investment portfolios and financial solutions for high-net-worth individuals and small-to-medium enterprises
Domain
Banking / Wealth Management / Private Banking
Deliverable
client delivery
Required skills
Investment advisory, MiFID-compliant consulting, client acquisition, portfolio management, strategic planning, relationship management
Preferred skills
Banking qualification (Bankkauffrau/Bankkaufmann), further education or degree, experience in private banking, knowledge of financial markets
Technologies
Proprietary wealth management tools and processes