Deutsche Bank
Relationship Manager, Director(m/w/x)
Vollzeitmit HomeofficeSenior
Zürich
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Dein persönlicher KI-Karriere-Agent
080877 Deutsche Bank (Suisse) SA
Director, Switzerland (Sales Coverage)(m/w/x)
Zürich
Vollzeitmit HomeofficeSenior
Nejo KI-Zusammenfassung
Developing relationships with HNW/UHNWIs, Family Offices, and Pension Funds at a global financial services firm in Swiss private banking. 10-12 years financial services CRM experience, CFA/MBA, and Swiss private banking market understanding required. Hybrid working model.
Anforderungen
- Master’s degree with a background in Finance
- Certified Chartered Financial Analyst (CFA) or Master of Business Administration (MBA)
- Fluency in German and English
- At least 10-12 years of financial services experience as a Client Relationship Manager
- Sound understanding of the Swiss private banking market
- Strong and natural interest in financial markets
- Excellent communication and collaboration skills
- Client-oriented and solution-oriented
- Superior investment acumen and solid network of clients
- Good understanding of Governing Regulatory Framework
- Strong collaboration skills with a positive approach
- Professional integrity
- Ability to manage resources effectively
- Willingness to develop other staff
- Timely follow up and completion of Key Risk Indicators
Aufgaben
- Identify and develop relationships with HNW/UHNWIs, Family Offices, Foundations, and Pension Funds
- Acquire new clients aligned with the bank's business proposition
- Grow existing business relationships to increase assets under management
- Balance client relationships, prospecting, investment growth, and compliance
- Plan and manage resources effectively for optimal business operations
- Recommend suitable investment products and services based on client objectives
- Review client portfolios to ensure alignment with investment goals and risk profiles
- Collaborate with Investment Managers to discuss financial goals and market conditions
- Act as the Accountable Client Owner for all AML aspects of client relationships
- Maintain relationships with management teams and ensure compliance with guidelines
- Work closely with other functions to deliver Deutsche Bank's value proposition
- 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 in a timely manner
- Document call reports summarizing discussions and required follow-ups
- Build and maintain client relationships from initiation to closure
Berufserfahrung
- 10 - 12 Jahre
Ausbildung
- Master-Abschluss
Sprachen
- Deutsch – verhandlungssicher
- Englisch – verhandlungssicher
Benefits
Mentale Gesundheitsförderung
- Mental health support
- Employee Assistance Program
Gesundheits- & Fitnessangebote
- Online yoga classes
Ergonomischer Arbeitsplatz
- Standing desks
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 0877 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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080877 Deutsche Bank (Suisse) SA
Director, Switzerland (Sales Coverage)(m/w/x)
Zürich
Vollzeitmit HomeofficeSenior
Nejo KI-Zusammenfassung
Developing relationships with HNW/UHNWIs, Family Offices, and Pension Funds at a global financial services firm in Swiss private banking. 10-12 years financial services CRM experience, CFA/MBA, and Swiss private banking market understanding required. Hybrid working model.
Anforderungen
- Master’s degree with a background in Finance
- Certified Chartered Financial Analyst (CFA) or Master of Business Administration (MBA)
- Fluency in German and English
- At least 10-12 years of financial services experience as a Client Relationship Manager
- Sound understanding of the Swiss private banking market
- Strong and natural interest in financial markets
- Excellent communication and collaboration skills
- Client-oriented and solution-oriented
- Superior investment acumen and solid network of clients
- Good understanding of Governing Regulatory Framework
- Strong collaboration skills with a positive approach
- Professional integrity
- Ability to manage resources effectively
- Willingness to develop other staff
- Timely follow up and completion of Key Risk Indicators
Aufgaben
- Identify and develop relationships with HNW/UHNWIs, Family Offices, Foundations, and Pension Funds
- Acquire new clients aligned with the bank's business proposition
- Grow existing business relationships to increase assets under management
- Balance client relationships, prospecting, investment growth, and compliance
- Plan and manage resources effectively for optimal business operations
- Recommend suitable investment products and services based on client objectives
- Review client portfolios to ensure alignment with investment goals and risk profiles
- Collaborate with Investment Managers to discuss financial goals and market conditions
- Act as the Accountable Client Owner for all AML aspects of client relationships
- Maintain relationships with management teams and ensure compliance with guidelines
- Work closely with other functions to deliver Deutsche Bank's value proposition
- 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 in a timely manner
- Document call reports summarizing discussions and required follow-ups
- Build and maintain client relationships from initiation to closure
Berufserfahrung
- 10 - 12 Jahre
Ausbildung
- Master-Abschluss
Sprachen
- Deutsch – verhandlungssicher
- Englisch – verhandlungssicher
Benefits
Mentale Gesundheitsförderung
- Mental health support
- Employee Assistance Program
Gesundheits- & Fitnessangebote
- Online yoga classes
Ergonomischer Arbeitsplatz
- Standing desks
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 0877 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
0877 Deutsche Bank (Suisse) SA
Branche
FinancialServices
Beschreibung
The company has been a Global Hausbank for clients for over 150 years, providing financial services across various banking divisions.
Noch nicht perfekt?
- Deutsche Bank
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