BVZH Bank Vontobel AG
Senior Relationship Manager(m/w/x)
Vollzeitnur vor OrtSenior
Zürich
Neuer Job?Nejo!
Dein persönlicher KI-Karriere-Agent
DEDeutsche Bank
VP, Wealth Management Specialist(m/w/x)
Zürich
VollzeitVor OrtManagement
Nejo KI-Zusammenfassung
Developing relationships and increasing assets for HNW/UHNWIs at a global wealth manager. Fluency in German and English prerequisite, 7-10 years financial services experience needed. Support during life crises, physical health management.
Anforderungen
- Bachelor's degree in Finance preferred
- Certified Chartered Financial Analyst (CFA) desirable
- Fluency in German and English prerequisite
- 7 to 10 years financial services experience
- Sound understanding of Swiss private banking
- Strong interest in financial markets
- Excellent communication and collaboration skills
- Client-oriented and solution-oriented
- Superior investment acumen required
- Good understanding of Regulatory Framework
- Strong collaboration and communication skills
- Professional integrity
- Ability to manage resources effectively
- Willing to develop other staff
Aufgaben
- Identify and develop relationships with HNW/UHNWIs.
- Increase assets under management through business development.
- Generate net new assets and revenue efficiently.
- Balance client relationships and investment growth daily.
- Plan and manage resources for optimal business operations.
- Recommend suitable investment products based on client needs.
- Review client portfolios to align with investment objectives.
- Collaborate with IMs to discuss financial goals and market conditions.
- Act as the Accountable Client Owner for AML compliance.
- Maintain relationships with management teams for compliance oversight.
- Cooperate with other functions to deliver value propositions.
- Support business growth strategies and contribute to team performance.
- Participate in client social events and marketing activities.
- Complete key risk indicators and periodic KYC reviews.
- Stay aware of local compliance and regulatory requirements.
- Document call reports summarizing client discussions and actions.
- Build and maintain client relationships from initiation to closure.
Berufserfahrung
- 7 - 10 Jahre
Ausbildung
- Bachelor-AbschlussODER
- Master-Abschluss
Sprachen
- Deutsch – verhandlungssicher
- Englisch – verhandlungssicher
Benefits
Mentale Gesundheitsförderung
- Emotional and mental balance
- Support during life crises
- Support for preventive measures
Gesundheits- & Fitnessangebote
- Physical health management
Startup-Atmosphäre
- Social connection and collaboration
Sonstige Vorteile
- Financial goal support
Die Originalanzeige dieses Stellenangebotes in der aktuellsten Version findest du hier. Nejo hat diesen Job automatisch von der Website des Unternehmens Deutsche Bank 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
VP, Wealth Management Specialist(m/w/x)
Zürich
VollzeitVor OrtManagement
Nejo KI-Zusammenfassung
Developing relationships and increasing assets for HNW/UHNWIs at a global wealth manager. Fluency in German and English prerequisite, 7-10 years financial services experience needed. Support during life crises, physical health management.
Anforderungen
- Bachelor's degree in Finance preferred
- Certified Chartered Financial Analyst (CFA) desirable
- Fluency in German and English prerequisite
- 7 to 10 years financial services experience
- Sound understanding of Swiss private banking
- Strong interest in financial markets
- Excellent communication and collaboration skills
- Client-oriented and solution-oriented
- Superior investment acumen required
- Good understanding of Regulatory Framework
- Strong collaboration and communication skills
- Professional integrity
- Ability to manage resources effectively
- Willing to develop other staff
Aufgaben
- Identify and develop relationships with HNW/UHNWIs.
- Increase assets under management through business development.
- Generate net new assets and revenue efficiently.
- Balance client relationships and investment growth daily.
- Plan and manage resources for optimal business operations.
- Recommend suitable investment products based on client needs.
- Review client portfolios to align with investment objectives.
- Collaborate with IMs to discuss financial goals and market conditions.
- Act as the Accountable Client Owner for AML compliance.
- Maintain relationships with management teams for compliance oversight.
- Cooperate with other functions to deliver value propositions.
- Support business growth strategies and contribute to team performance.
- Participate in client social events and marketing activities.
- Complete key risk indicators and periodic KYC reviews.
- Stay aware of local compliance and regulatory requirements.
- Document call reports summarizing client discussions and actions.
- Build and maintain client relationships from initiation to closure.
Berufserfahrung
- 7 - 10 Jahre
Ausbildung
- Bachelor-AbschlussODER
- Master-Abschluss
Sprachen
- Deutsch – verhandlungssicher
- Englisch – verhandlungssicher
Benefits
Mentale Gesundheitsförderung
- Emotional and mental balance
- Support during life crises
- Support for preventive measures
Gesundheits- & Fitnessangebote
- Physical health management
Startup-Atmosphäre
- Social connection and collaboration
Sonstige Vorteile
- Financial goal support
Die Originalanzeige dieses Stellenangebotes in der aktuellsten Version findest du hier. Nejo hat diesen Job automatisch von der Website des Unternehmens Deutsche Bank 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
Branche
FinancialServices
Beschreibung
Deutsche Bank’s Wealth Management business is one of the largest wealth managers worldwide, offering a broad range of investment solutions and comprehensive advice. The company aims to become a highly competitive global wealth manager by combining financial strength with trustworthy partnership and forward-thinking.
Noch nicht perfekt?
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