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Relationship Manager – Wealth Management
Deutsche Bank. Represent the bank to clients and in the market .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client acquisition and relationship management within the financial services sector, providing tailored advisory services in wealth investment, retirement planning, and succession planning. Possesses in-depth knowledge of MiFID compliance and a strong client-oriented approach.
Highest-signal resume keywords
Client AcquisitionWealth Investment AdvisoryMiFID ComplianceFinancial Services ExperienceCommunication Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Wealth InvestmentRetirement PlanningSuccession PlanningAdvisory ServicesClient Relationship Management
Soft Skills
Client-Oriented ApproachTeam CollaborationInitiativeConfident Presence
Certifications & Qualifications
Banking QualificationProfessional Training
Industry Keywords
Financial ServicesMiFIDInvestment ExpertiseAdvisory Sales
About the role
Key responsibilities & impact- Represent the bank to clients and in the market
- Drive growth, acquire new clients, and maintain and expand existing relationships
- Take responsibility for your own portfolio of clients with sophisticated and complex needs
- Conduct regular strategic discussions and provide individualized, holistic advice on wealth investment, retirement planning, and succession planning
- Achieve sustainable results through structured advisory services
- Work closely with specialist teams to address complex requirements
Requirements
What you’ll need- Completed banking qualification, ideally supplemented by a degree or further professional training
- Demonstrated success in client acquisition and in realizing the full potential of client relationships
- Several years of experience in advisory and sales within the financial services sector
- Expertise in investments
- In-depth knowledge of the MiFID-compliant advisory and product offering
- Excellent communication skills, a strong client- and team-oriented approach, a confident presence, and initiative
Benefits
Comp & perks- Counseling in difficult life situations
- Mental health support programs
- Comprehensive health check-ups
- Vaccination programs
- Healthy lifestyle counseling
- Support from the pme Familienservice
- FitnessCenter Job membership
- Flexible working models, including part-time work, job sharing, and hybrid working
- Culture of diversity, equal opportunities, and inclusion
- Retirement pension contribution plans
- Employee banking services
- Company bicycle program
- Deutschlandticket public transportation pass
- Full-time and part-time options