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Berater (d/m/w) Wealth Management
Db
BERNKASTEL-KUESPosted Aug 20, 2026 · 3h ago
Full-timeMid LevelOn-siteBanking
About this role
As a Wealth Management Advisor at Deutsche Bank in Bernkastel-Kues, you will manage a client portfolio, providing comprehensive financial advice and services. You will be the primary point of contact for clients, focusing on investment strategies and cross-selling the bank's full range of products. This role involves acquiring new clients and nurturing existing relationships to drive business growth.
What we are looking for
6- Manage and advise a client portfolio in Wealth Management
- Provide comprehensive investment and financial advice
- Act as the primary client contact and bank representative
- Develop new client relationships and expand business volume
- Offer holistic financial planning considering regulatory requirements
- Leverage existing relationships and communication skills for client retention
