Relationship Manager – Wealth Management

Deutsche Bank

. Represent the bank to clients and in the market .

Posted 11/4/2026full-timeMannheim • GermanyMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client acquisition and advisory services within the financial services sector, with a strong focus on investments and MiFID-compliant offerings. Utilizes AI strategically to enhance productivity and optimize client interactions while ensuring secure data handling.

Highest-signal resume keywords

Client AcquisitionAdvisory ServicesInvestments ExpertiseMiFID ComplianceAI Utilization

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Advisory ServicesClient Portfolio ManagementInvestment PlanningRetirement PlanningSuccession PlanningData HandlingSales StrategyFinancial AnalysisRelationship ManagementStrategic Discussions

Soft Skills

Excellent Communication SkillsCustomer OrientationTeam OrientationProactive ApproachConfident Manner

Tools & Technologies

AI ToolsFinancial Software

Certifications & Qualifications

Banking ApprenticeshipDegree in Finance or Related Field

Industry Keywords

Financial ServicesMiFID ComplianceInvestment AdvisoryClient Relationship Management

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 client portfolio comprising sophisticated clients with complex needs
Conduct regular strategic discussions and provide tailored, holistic advice on investments, retirement planning, and succession planning
Achieve sustainable results through structured advisory services and work closely with expert teams on complex requirements
Use AI and its potential strategically in sales to increase productivity, optimize processes, and solve business challenges
Critically assess AI-generated results and ensure the secure handling of data

Requirements

What you’ll need

Completed banking apprenticeship, ideally complemented 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 services and sales within the financial services sector
Expertise in investments and in-depth knowledge of the MiFID-compliant advisory and product offering
Excellent communication skills, a strong customer and team orientation, a confident manner, and a proactive approach

Benefits

Comp & perks

Counseling for challenging life situations
Programs supporting mental health
Comprehensive health check-ups
Vaccination services
Healthy-lifestyle counseling
Support from pme Familienservice
FitnessCenter Job program
Flexible working models, including part-time work, job sharing, and hybrid working
A culture of diversity, equal opportunity, and participation
Employer contribution plans for retirement provision
Banking services for employees
Company bicycle
Deutschlandticket public transport pass