About this job

Senior Client Advisor (m/f/d) Wealth Management / Private Banking

Location: Coburg

Position Overview

About the area

In its private banking division, Deutsche Bank combines its expertise in private banking into one business unit – with the Deutsche Bank and Postbank brands as market leaders in Germany and a global network that encompasses the bank's business with wealthy clients worldwide as well as with private clients and small to medium-sized enterprises.

In its home market of Germany as well as internationally, the private bank offers its customers high-quality financial services from a single source – from comprehensive offerings for private customers to support for demanding entrepreneurs and their families, as well as solutions for small and medium-sized enterprises in key markets of the Eurozone.

The retail banking division, along with the corporate bank, the investment bank, and asset management with its asset manager DWS, is one of the four business areas of the Deutsche Bank Group. Deutsche Bank is Germany's leading bank with a global network and deep roots in Europe.

We conduct our wealth management business in Germany with the goal of being the undisputed leading private bank in Germany. As the market leader, we see further growth potential thanks to our excellent market position, the high quality of our employees, and our broad range of services. In addition, we are strengthening our collaboration with our corporate bank to serve entrepreneurs – both private and business. For exceptionally wealthy clients, we operate under the market-leading brand Deutsche Bank Wealth Management.

We strive for a "Culture of Excellence".

Your tasks

• As an experienced Relationship Manager (m/f/d), you will manage your own portfolio of clients with intensive advisory needs in the wealth management segment. You will be responsible for providing comprehensive advice and fulfilling your clients' requirements. In this role, you will be the primary contact and the established face of the bank for clients and within the wealth management market.
• Their core competency is exemplary wealth management consulting. Following a holistic approach, this encompasses advising on all (securities) products and services within Wealth Management Select. They expertly conduct consultations to successful conclusions.
• With your strong sales skills, you open up the entire range of products and services in wealth management to the customers and bring in specialists as needed to meet further, complex customer needs (e.g. for large-volume PMP, complex pension needs, construction financing).
• They are acquiring new customers in the wealth management segment and expanding their business volume.
• They provide holistic advice, taking into account the regulatory requirements for the securities business, and conduct structured strategy discussions using the available tools, processes and resources.
• They successfully leverage existing customer relationships and their communication skills to acquire new contacts and customers, and cultivate personal customer relationships with the goal of long-term customer loyalty. They are very well networked in the market.
• They actively participate in shaping customer events.

Your skills and experience

• You have completed banking training; further training and/or studies are desirable.
• They have several years of successful consulting experience in the sales of financial services and bring comprehensive knowledge of the MiFID-compliant consulting process and the product range.
• They demonstrate extensive knowledge in the field of investments, including financial market developments, as well as sound knowledge and practical experience in all other sales products. Their relevant experience and consistent success in scheduling appointments to fully realize customer potential complement their skills.
• They are proficient in the safe use of digital media and consistently utilize all available tools in their modern, omnichannel workplace.
• They demonstrate a very high level of customer and service orientation, and their demeanor towards customers is confident, competent, and friendly.
• They enjoy working in a team and demonstrate a high degree of initiative and assertiveness.
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