Wealth Management Lead - Milano (f/m/x)

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Position Overview

Deutsche Bank offers services and products in commercial banking, investment banking, transaction banking, asset and wealth management to companies, governments, and public entities, institutional investors, small and medium enterprises, families, and individuals. It is the leading bank in Germany with a strong presence in Europe, and significant operations in the Americas and Asia Pacific.

Italy is its second-largest European market after Germany, and the bank is among the most important international groups in the country.

The Wealth Management segment provides tailored financial solutions for private clients, entrepreneurs, family holdings, and institutional clients through a holistic and integrated approach to wealth management.

Responsibilities

• Continuously gather information from clients, interpreting their needs to define and share Asset Allocation based on risk profile and other bank services.
• Understand and evaluate, with the support of team members (Asset Management, Investment Advisors), the market to meet client expectations and enhance service value.
• Identify and develop the most suitable portfolio growth strategies for acquiring new clients through referrals or potential contacts.
• Master the use of virtual portfolio tools to interact with clients and understand their risk profiles.
• Define and share alternative Asset Allocation scenarios with clients, building solutions aligned with their needs short- and medium-term.
• Explain functions and benefits of financial products, highlighting costs and value from the client’s perspective.
• Analyze client needs from financial, fiscal, and pension perspectives, proposing comprehensive solutions.
• Monitor and manage investment portfolio performance over time, aiming to keep it aligned with agreed profiles.
• Become a trusted advisor for clients through excellence and continuity in professional consulting.

Skills

• Proven experience as a Relationship Manager.
• At least 7/8 years of banking sector experience.

Well-being & Benefits

We foster a work environment centered on personal development, respecting individual needs, promoting work-life balance, and supporting emotional well-being through initiatives like Personal Support Line.

We support physical health with smart workspaces, health programs, insurance, and wellness benefits.

We encourage social connection through webinars and networking on diversity, equity, and inclusion topics.

Financial security is supported via pension funds, long-term care insurance, meal vouchers, and preferential financial products.

Our culture emphasizes responsibility, commercial thinking, initiative, collaboration, and shared success within Deutsche Bank Group.

We welcome applications from all backgrounds and promote a positive, fair, and inclusive workplace.

Additional Details

• Seniority level: Not Applicable
• Employment type: Full-time
• Job function: Finance and Sales

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