Deutsche Bank (Suisse) SA
Director, Relationship Manager(m/w/x)
Vollzeitmit HomeofficeSenior
Genf
Neuer Job?Nejo!
Dein persönlicher KI-Karriere-Agent
DEDeutsche Bank (Suisse) SA
.Director, Relationship Manager(m/w/x)
Genf
Vollzeitmit HomeofficeSenior
Nejo KI-Zusammenfassung
Serving as primary point of contact for UHNW individuals and institutions at global wealth manager. 10-12 years financial services experience as Client Relationship Manager required. Mental health support, employee assistance program.
Anforderungen
- Master’s degree in Finance
- Chartered Financial Analyst (CFA) or MBA desirable
- 10-12 years financial services experience as Client Relationship Manager
- Fluency in German and English prerequisite
- Credible financial services experience as Client Relationship Manager, HNW/UHNWI segment
- Understanding of Swiss private banking market
- Understanding of current business, economic, political developments
- Strong interest in financial markets
- Excellent communication skills
- Excellent collaboration skills
- Client-oriented approach
- Solution-oriented approach
- Ability to work in high-paced environment
- Ability to work under pressure
- Superior investment acumen required
- Solid network of clients required
- Good understanding of Governing Regulatory Framework
- Strong collaboration skills
- Excellent communication skills with positive approach
- Professional integrity
- Ability to manage resources
- Ability to allocate resources for effective use
- Willingness to develop other staff
- Ability to develop other staff
Aufgaben
- Serve as primary point of contact for clients
- Access wealth management capabilities and solutions
- Identify and develop HNW/UHNWIs, Entrepreneurs, Single/Multi Family Office, and institutional investors
- Acquire and maintain client relationships
- Increase share of wallet and assets under management
- Generate net new assets and revenue efficiently
- Balance client relationships, prospect building, investment growth, and administrative compliance
- Plan and manage business resources (time, budget)
- Collaborate with coverage, product, and support functions
- Leverage other DB divisions for value proposition
- Recommend suitable investment products and credit solutions
- Review client portfolios periodically for alignment with investment objectives
- Partner with IMs to discuss financial goals and market conditions
- Act as Accountable Client Owner for AML aspects
- Maintain relationships with management teams
- Inform management of supervisory attention needs
- Support business growth strategies and new products
- Participate in client social events and marketing activities
- Follow up on Key Risk Indicators
- Ensure timely KYC reviews and document deficiencies
- Conduct cross-border travel and meeting call reports
- Review portfolio performance regularly
- Document call reports with quality notes
- Build and maintain existing client relationships
- Own the relationship process from initiation to closure
Berufserfahrung
- 10 - 12 Jahre
Ausbildung
- Master-Abschluss
Sprachen
- Englisch – verhandlungssicher
Benefits
Mentale Gesundheitsförderung
- Mental health support
- Counseling
- Employee Assistance Program
- Mental Health First Aiders
Weiterbildungsangebote
- Training events
Gesundheits- & Fitnessangebote
- Preventive health measures
- Online yoga classes
Ergonomischer Arbeitsplatz
- Standing desks
Flexibles Arbeiten
- Hybrid working model
Sonstige Vorteile
- Various types of leave
Die Originalanzeige dieses Stellenangebotes in der aktuellsten Version findest du hier. Nejo hat diesen Job automatisch von der Website des Unternehmens Deutsche Bank (Suisse) SA erfasst und die Informationen auf Nejo mit Hilfe von KI für dich aufbereitet. Trotz sorgfältiger Analyse können einzelne Informationen unvollständig oder ungenau sein. Bitte prüfe immer alle Angaben in der Originalanzeige! Inhalte und Urheberrechte der Originalanzeige liegen beim ausschreibenden Unternehmen.
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DEDeutsche Bank (Suisse) SA
.Director, Relationship Manager(m/w/x)
Genf
Vollzeitmit HomeofficeSenior
Nejo KI-Zusammenfassung
Serving as primary point of contact for UHNW individuals and institutions at global wealth manager. 10-12 years financial services experience as Client Relationship Manager required. Mental health support, employee assistance program.
Anforderungen
- Master’s degree in Finance
- Chartered Financial Analyst (CFA) or MBA desirable
- 10-12 years financial services experience as Client Relationship Manager
- Fluency in German and English prerequisite
- Credible financial services experience as Client Relationship Manager, HNW/UHNWI segment
- Understanding of Swiss private banking market
- Understanding of current business, economic, political developments
- Strong interest in financial markets
- Excellent communication skills
- Excellent collaboration skills
- Client-oriented approach
- Solution-oriented approach
- Ability to work in high-paced environment
- Ability to work under pressure
- Superior investment acumen required
- Solid network of clients required
- Good understanding of Governing Regulatory Framework
- Strong collaboration skills
- Excellent communication skills with positive approach
- Professional integrity
- Ability to manage resources
- Ability to allocate resources for effective use
- Willingness to develop other staff
- Ability to develop other staff
Aufgaben
- Serve as primary point of contact for clients
- Access wealth management capabilities and solutions
- Identify and develop HNW/UHNWIs, Entrepreneurs, Single/Multi Family Office, and institutional investors
- Acquire and maintain client relationships
- Increase share of wallet and assets under management
- Generate net new assets and revenue efficiently
- Balance client relationships, prospect building, investment growth, and administrative compliance
- Plan and manage business resources (time, budget)
- Collaborate with coverage, product, and support functions
- Leverage other DB divisions for value proposition
- Recommend suitable investment products and credit solutions
- Review client portfolios periodically for alignment with investment objectives
- Partner with IMs to discuss financial goals and market conditions
- Act as Accountable Client Owner for AML aspects
- Maintain relationships with management teams
- Inform management of supervisory attention needs
- Support business growth strategies and new products
- Participate in client social events and marketing activities
- Follow up on Key Risk Indicators
- Ensure timely KYC reviews and document deficiencies
- Conduct cross-border travel and meeting call reports
- Review portfolio performance regularly
- Document call reports with quality notes
- Build and maintain existing client relationships
- Own the relationship process from initiation to closure
Berufserfahrung
- 10 - 12 Jahre
Ausbildung
- Master-Abschluss
Sprachen
- Englisch – verhandlungssicher
Benefits
Mentale Gesundheitsförderung
- Mental health support
- Counseling
- Employee Assistance Program
- Mental Health First Aiders
Weiterbildungsangebote
- Training events
Gesundheits- & Fitnessangebote
- Preventive health measures
- Online yoga classes
Ergonomischer Arbeitsplatz
- Standing desks
Flexibles Arbeiten
- Hybrid working model
Sonstige Vorteile
- Various types of leave
Die Originalanzeige dieses Stellenangebotes in der aktuellsten Version findest du hier. Nejo hat diesen Job automatisch von der Website des Unternehmens Deutsche Bank (Suisse) SA erfasst und die Informationen auf Nejo mit Hilfe von KI für dich aufbereitet. Trotz sorgfältiger Analyse können einzelne Informationen unvollständig oder ungenau sein. Bitte prüfe immer alle Angaben in der Originalanzeige! Inhalte und Urheberrechte der Originalanzeige liegen beim ausschreibenden Unternehmen.
Gefällt dir diese Stelle?
BetaDein Career Agent findet täglich ähnliche Jobs für dich.
Über das Unternehmen
Deutsche Bank (Suisse) SA
Branche
FinancialServices
Beschreibung
The company has been a Global Hausbank for clients for over 150 years, offering services in Corporate, Private, Investment Banking, and Asset Management.
Noch nicht perfekt?
- Deutsche Bank (Suisse) SA
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