0877 Deutsche Bank (Suisse) SA
Relationship Manager, Director(m/w/x)
Vollzeitmit HomeofficeSenior
Genf
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DEDeutsche Bank (Suisse) SA
Director, Relationship Manager(m/w/x)
Genf
Vollzeitmit HomeofficeSenior
Nejo KI-Zusammenfassung
Acquiring and developing HNW/UHNW client relationships for a global Hausbank. 10-12 years financial services experience with HNW/UHNWI clients and German/English fluency required. Comprehensive mental health support including counseling and training.
Anforderungen
- Master’s degree in Finance preferable
- Certified CFA, MBA, or desirable qualification
- 10-12 years financial services experience
- Fluency in German and English
- Financial services experience in HNW/UHNWI
- Understanding of Swiss private banking
- Interest in financial markets
- Excellent communication and collaboration skills
- Client-oriented and solution-oriented mindset
- Superior investment acumen and client network
- Understanding of Governing Regulatory Framework
- Positive approach to communication
- Professional integrity
- Resource management and allocation skills
- Willingness to develop other staff
Aufgaben
- Acquire and develop HNW and UHNW client relationships
- Drive net new assets and revenue growth
- Partner with Investment Managers on client financial planning
- Recommend suitable investment products and credit solutions
- Conduct periodic portfolio reviews and performance analysis
- Manage all AML and KYC compliance aspects
- Collaborate across divisions to deliver wealth management solutions
- Plan and manage business resources and budgets
- Participate in client social events and marketing activities
- Document detailed call reports after client meetings
- Monitor and complete key risk indicators and documentation
- Maintain awareness of local regulatory requirements
Ausbildung
- Master-Abschluss
Sprachen
- Deutsch – verhandlungssicher
- Englisch – verhandlungssicher
Benefits
Mentale Gesundheitsförderung
- Mental health training events
- Mental health counseling
- Employee Assistance Program
- Mental Health First Aiders
- Wellbeing initiatives
Gesundheits- & Fitnessangebote
- Online yoga classes
Ergonomischer Arbeitsplatz
- Standing desks
Mehr Urlaubstage
- Various leave types
Flexibles Arbeiten
- Hybrid working model
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
Acquiring and developing HNW/UHNW client relationships for a global Hausbank. 10-12 years financial services experience with HNW/UHNWI clients and German/English fluency required. Comprehensive mental health support including counseling and training.
Anforderungen
- Master’s degree in Finance preferable
- Certified CFA, MBA, or desirable qualification
- 10-12 years financial services experience
- Fluency in German and English
- Financial services experience in HNW/UHNWI
- Understanding of Swiss private banking
- Interest in financial markets
- Excellent communication and collaboration skills
- Client-oriented and solution-oriented mindset
- Superior investment acumen and client network
- Understanding of Governing Regulatory Framework
- Positive approach to communication
- Professional integrity
- Resource management and allocation skills
- Willingness to develop other staff
Aufgaben
- Acquire and develop HNW and UHNW client relationships
- Drive net new assets and revenue growth
- Partner with Investment Managers on client financial planning
- Recommend suitable investment products and credit solutions
- Conduct periodic portfolio reviews and performance analysis
- Manage all AML and KYC compliance aspects
- Collaborate across divisions to deliver wealth management solutions
- Plan and manage business resources and budgets
- Participate in client social events and marketing activities
- Document detailed call reports after client meetings
- Monitor and complete key risk indicators and documentation
- Maintain awareness of local regulatory requirements
Ausbildung
- Master-Abschluss
Sprachen
- Deutsch – verhandlungssicher
- Englisch – verhandlungssicher
Benefits
Mentale Gesundheitsförderung
- Mental health training events
- Mental health counseling
- Employee Assistance Program
- Mental Health First Aiders
- Wellbeing initiatives
Gesundheits- & Fitnessangebote
- Online yoga classes
Ergonomischer Arbeitsplatz
- Standing desks
Mehr Urlaubstage
- Various leave types
Flexibles Arbeiten
- Hybrid working model
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.
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?
- 0877 Deutsche Bank (Suisse) SA
Relationship Manager, Director(m/w/x)
Vollzeitmit HomeofficeSeniorGenf - Deutsche Bank (Suisse) SA
Relationship Manager, Middle East(m/w/x)
Vollzeitmit HomeofficeSeniorGenf - 0877 Deutsche Bank (Suisse) SA
Relationship Manager, VP(m/w/x)
Vollzeitmit HomeofficeSeniorGenf - 0877 Deutsche Bank (Suisse) SA
Account Manager(m/w/x)
Vollzeitmit HomeofficeBerufserfahrenGenf - Grant Thornton Advisory SA
Director - Regulatory & Compliance FS(m/w/x)
Vollzeitmit HomeofficeSeniorGenf