Relationship Manager Wealth Management (d/m/w) Südwest
Core
Represent the bank to customers and in the market, fostering growth by acquiring new clients, maintaining existing relationships, and managing a portfolio of complex needs.
Role type
Senior IC relationship manager (wealth management)
Builds
Client relationships and portfolio growth for Deutsche Bank Wealth Management
Domain
Financial services / Wealth Management
Deliverable
client delivery
Required skills
client acquisition, holistic financial planning, investment expertise, MiFID-compliant advisory, strategic client conversations, AI application in sales
Preferred skills
university degree, structured consulting approach, critical evaluation of AI outputs
Responsibilities
Represent the bank to customers and in the market, acquire new clients and expand existing relationships, manage a portfolio of complex client needs, conduct strategic advisory conversations on asset allocation and succession planning, utilize AI tools to optimize sales productivity and processes