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Wealth Management Advisor - Private Clients

Min Experience

5 years

Location

New York, NY

JobType

full-time

About the job

Info This job is sourced from a job board

About the role

As a Wealth Management Advisor, you will be responsible for providing comprehensive wealth management advice and services to high-net-worth individuals and families. This includes developing and executing financial plans, investment management, tax and estate planning, and other specialized services tailored to each client's unique needs and goals. You will also be responsible for proactively identifying new business opportunities, building strong client relationships, and delivering exceptional client service. The ideal candidate will have extensive experience in the wealth management industry, a strong understanding of investment strategies and financial planning, and excellent client relationship and communication skills.

About the company

Deutsche Bank is a leading global universal bank. The bank's business activities are divided into the following segments: Corporate Bank, Investment Bank, Private Bank, Asset Management (DWS), and Capital Release Unit. Deutsche Bank provides services to corporations, governments, institutional investors, small and medium-sized businesses, and private individuals.

Skills

wealth management
financial planning
investment management
tax planning
estate planning
client relationship management
business development