Senior Berater (d/m/w) Wealth Management
at
Deutsche Bank AG
Berlin, Berlin, Germany
-
Full Time
Start Date
Immediate
Expiry Date
04 Feb, 27
Salary
54000.0
Posted On
06 Nov, 26
Experience
2 year(s) or above
Remote Job
Yes
Telecommute
Yes
Sponsor Visa
No
Skills
Industry
Financial Services & Insurance
Description
Responsibility for expanding/deepening customer relationships with the most demanding clients within the private banking division, with a strong focus on Private Banking & Wealth Management in the Southwest region (locations: Freiburg, Stuttgart, Baden-Baden, Ulm)
Development of highly professional, holistic and long-term oriented wealth strategies for challenging and highly complex needs and wealth situations of (U)HNWIs
Consulting for family offices and clients with similar (semi-)institutional requirements
“Sounding board” for Global Investment Solutions
Analysis of existing client portfolios with regard to risks and return potential.
Analysis and valuation of assets from various asset classes (equities, corporate bonds, etc.). Focus on equity, including derivative structures.
Consulting on stocks, bonds, funds and structured products, as well as implementing portfolio hedging strategies
Communication of our company's opinion on the capital market and, based on this, active development of investment ideas in the current market environment and implementation in the portfolio including order processing.
Exploiting customer potential together with the regional relationship managers
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