{"version":"0.1","company":{"name":"YubHub","url":"https://yubhub.co","jobsUrl":"https://yubhub.co/jobs/city/erlangen/"},"x-facet":{"type":"city","slug":"erlangen","display":"Erlangen","count":1},"x-feed-size-limit":100,"x-feed-sort":"enriched_at desc","x-feed-notice":"This feed contains at most 100 jobs (the most recently enriched). For the full corpus, use the paginated /stats/by-facet endpoint or /search.","x-generator":"yubhub-xml-generator","x-rights":"Free to redistribute with attribution: \"Data by YubHub (https://yubhub.co)\"","x-schema":"Each entry in `jobs` follows https://schema.org/JobPosting. YubHub-native raw fields carry `x-` prefix.","jobs":[{"@context":"https://schema.org","@type":"JobPosting","identifier":{"@type":"PropertyValue","name":"YubHub","value":"job_10479087-365"},"title":"Wealth Management Advisor","description":"<p>Wealth Management Advisor</p>\n<p>In the Wealth Management division, you will provide comprehensive financial advice to affluent clients. As a personal contact person, you will combine individual asset management with a broad range of financial products and services. Your goal is to build long-term customer relationships, acquire new clients, and collaborate with specialised departments on complex issues.</p>\n<p>Responsibilities:</p>\n<ul>\n<li>You will independently manage a client portfolio with intensive consulting needs and develop long-term customer relationships.</li>\n<li>You will provide holistic advice on investments, securities, and other financial products while complying with regulatory requirements.</li>\n<li>You will conduct structured strategy and consulting discussions and guide them towards successful conclusions.</li>\n<li>You will identify additional customer needs and involve suitable specialists on complex topics.</li>\n<li>You will acquire new clients, expand the business volume, and utilise existing relationships to gain new contacts.</li>\n<li>You will maintain your network, actively participate in customer events, and work closely with internal departments.</li>\n</ul>\n<p>Requirements and experiences:</p>\n<ul>\n<li>You have completed training as a bank clerk; further education or a degree is desirable.</li>\n<li>You hold a certified qualification in investment advice or will obtain the necessary certification before starting your advisory activities.</li>\n<li>You have several years of successful consulting experience in the sale of financial services and knowledge of the MiFID-compliant consulting process.</li>\n<li>You have in-depth knowledge of investments and financial market developments and practical experience with other financial products.</li>\n<li>You possess excellent customer and service orientation, confident demeanour, communication skills, initiative, and assertiveness.</li>\n<li>You use AI and its potential in sales to increase productivity, optimise processes, and solve business challenges while acting responsibly and critically evaluating AI results.</li>\n</ul>\n<p>Benefits:</p>\n<ul>\n<li>Emotional well-being: offers such as counselling in difficult life situations and programmes to promote mental health.</li>\n<li>Physical fitness: offers such as extensive check-up examinations, vaccination offers, and advice on healthy living.</li>\n<li>Social networking: support through the pme family service, fitness centre job, flexible working time models, and programmes to promote diversity, equal opportunities, and participation.</li>\n<li>Financial security: offers such as contribution plans for old-age provision, bank services for employees, company bicycle, or Germany ticket, and exclusive employee conditions and individual advice from the employee bank.</li>\n</ul>\n<p>The position is offered full-time and part-time.</p>\n<p style=\"margin-top:24px;font-size:13px;color:#666;\">Job Data by <a href=\"https://yubhub.co\">YubHub</a>.</p>","url":"https://db.wd3.myworkdayjobs.com/en-US/DBWebsite/job/Erlangen-Nrnberger-Strae-37-39/Senior-Berater-Wealth-Management-Select--d-m-w---Erlangen_R0448695","directApply":true,"hiringOrganization":{"@type":"Organization","name":"Deutsche Bank Group","sameAs":"https://db.com","logo":"https://logos.yubhub.co/db.com.png"},"x-apply-url":"https://db.wd3.myworkdayjobs.com/en-US/DBWebsite/job/Erlangen-Nrnberger-Strae-37-39/Senior-Berater-Wealth-Management-Select--d-m-w---Erlangen_R0448695","x-work-arrangement":null,"x-experience-level":"senior","x-job-type":"full-time","x-salary-range":null,"x-skills-required":["Investment advice","Financial products","MiFID-compliant consulting process","Communication skills","AI usage"],"x-skills-preferred":["Further education or degree","Certified qualification in investment advice"],"x-benefits":[],"x-licences":[],"x-visa-sponsorship":"unknown","x-visa-sponsorship-text":null,"x-work-authorisation":"unknown","x-work-authorisation-text":null,"datePosted":"2026-11-11T00:00:00.000Z","jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Erlangen, Nürnberger Straße 37-39"}},"employmentType":"FULL_TIME","occupationalCategory":"Finance","industry":"Finance","skills":"Investment advice, Financial products, MiFID-compliant consulting process, Communication skills, AI usage, Further education or degree, Certified qualification in investment advice"}]}