Strategic Client Advisor

4 days ago


Bengaluru, Karnataka, India 0797 Deutsche Bank Aktiengesellschaft, Filiale Bangalore Full time

About the Role

We are seeking an experienced Strategic Client Advisor to join our team at Deutsche Bank. In this role, you will be responsible for building and maintaining relationships with high net worth clients, providing personalized financial solutions and advice to help them achieve their goals.

Key Responsibilities

  • Develop and implement personalized financial plans for high net worth clients, taking into account their individual needs and goals
  • Provide expert advice on investment and wealth management strategies, including asset allocation and risk management
  • Work closely with clients to understand their financial objectives and develop tailored solutions to meet their needs
  • Build and maintain strong relationships with clients, providing exceptional customer service and ensuring their satisfaction with our services
  • Develop and execute targeted marketing campaigns to attract new high net worth clients and retain existing ones

Requirements

  • Minimum of 6 years of experience in wealth management or a related field
  • Strong understanding of investment and wealth management strategies, including asset allocation and risk management
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues
  • Strong analytical and problem-solving skills, with the ability to develop and implement personalized financial plans
  • Ability to work in a fast-paced environment, with multiple priorities and deadlines

About Us

Deutsche Bank is a leading global bank with a long history of innovation and excellence. We offer a dynamic and challenging work environment, with opportunities for professional growth and development. Our team is committed to delivering exceptional customer service and building long-term relationships with our clients.



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