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Relationship Manager, Wealth Management – Southwest Germany
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 on investments and retirement planning while leveraging AI for enhanced productivity and responsible data handling.
Highest-signal resume keywords
Client AcquisitionInvestment ExpertiseMiFID ComplianceAdvisory ServicesAI Utilization
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Investment KnowledgePortfolio ManagementRetirement PlanningSuccession PlanningAdvisory Services
Soft Skills
Excellent Communication SkillsClient-Oriented ApproachTeam CollaborationInitiativeConfident Presence
Tools & Technologies
AI ToolsData Handling Techniques
Certifications & Qualifications
Banking TrainingProfessional Qualification
Industry Keywords
Financial ServicesMiFID ComplianceClient Relationship ManagementSales RolesHolistic Advice
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
- Manage an individual portfolio of clients with sophisticated and complex needs
- Conduct regular strategic discussions and provide individualized, holistic advice on investments, retirement planning, and succession planning
- Achieve sustainable results through structured advisory services
- Work closely with expert teams to address complex requirements
- Use AI and its potential in sales strategically to increase productivity, optimize processes, and solve business challenges
- Critically evaluate AI-generated results and ensure responsible data handling
Requirements
What you’ll need- Completed banking training, ideally supplemented by a degree or further professional qualification
- Demonstrated success in client acquisition and in realizing the full potential of client relationships
- Several years of experience in advisory and sales roles 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 client- and team-oriented approach, a confident presence, and initiative
- Responsible handling of data and critical evaluation of AI-generated results
Benefits
Comp & perks- Counseling support during difficult life situations
- Mental health support programs
- Comprehensive health checkups
- Vaccination programs
- Healthy lifestyle counseling
- Support through the pme Familienservice
- Fitness center membership
- Flexible working models, including part-time work, job sharing, and hybrid working
- Culture of diversity, equal opportunity, and inclusion
- Employer-supported retirement plans
- Employee banking services
- Company bicycle program
- Deutschlandticket public transportation pass
- Part-time work options
- Hybrid working