0877 Deutsche Bank (Suisse) SA
Director, Switzerland (Sales Coverage)(m/w/x)
Vollzeitmit HomeofficeSenior
Zürich
Neuer Job?Nejo!
Dein persönlicher KI-Karriere-Agent
DEDeutsche Bank
Relationship Manager, Director(m/w/x)
Zürich
Vollzeitmit HomeofficeSenior
Nejo KI-Zusammenfassung
Managing wealth for UHNW Brazilian clients, partnering with Investment Managers. 10-12 years' experience with CFA or MBA required. 4-day work week, company car for private use.
Anforderungen
- Masters degree in Finance
- Certified Chartered Financial Analyst (CFA) or MBA
- Fluency in English and Portuguese
- Spanish language skills desirable
- 10-12 years industry experience covering Brazilian UHNW clients
- Excellent communication and collaboration skills
- Client-oriented, solution-oriented
- Ability to work in high-paced environment under pressure
- Superior investment acumen
- Solid client network in target market
- Good understanding of Governing Regulatory Framework
- Strong collaboration skills
- Excellent communication skills with positive approach
- Professional integrity
- Ability to manage and allocate resources effectively
- Willingness and ability to develop other staff
Aufgaben
- Serve as the primary client contact for wealth management capabilities
- Partner with Investment Managers for daily client planning and servicing
- Acquire new clients aligned with the bank's business proposition
- Grow existing client relationships and assets
- Ensure a high-standard client experience
- Identify, develop, and maintain HNW/UHNW relationships
- Increase wallet share and assets under management
- Generate Net New Assets and revenue for your books
- Balance client relationships, prospect building, and investment growth
- Manage administrative compliance and personal development
- Plan and manage resources for optimal business operations
- Recommend suitable investment products and services
- Review client portfolios to align with investment objectives
- Discuss financial goals and risk tolerance with clients
- Research and analyze market conditions
- Provide bank views on investment types
- Recommend asset allocation strategies
- Explain how recommendations benefit or hinder investment objectives
- Act as Accountable Client Owner for AML aspects
- Manage KYC and account behavior
- Establish and maintain relationships with management teams
- Inform management of circumstances requiring supervisory attention
- Collaborate with coverage, product, and support functions
- Leverage other DB divisions to deliver value
- Support business growth strategy and plans
- Contribute to a high-performing team
- Participate in client social events and marketing activities
- Follow up on Key Risk Indicators
- Complete periodic KYC reviews
- Address document deficiencies
- Submit cross-border travel/meeting call reports
- Conduct portfolio reviews
- Maintain awareness of local compliance and regulatory requirements
- Document quality notes in Call Reports
- Summarize prospect/client discussions and required actions
- Schedule follow-up calls
- Build and maintain existing client relationships
- Manage the entire client relationship process
Berufserfahrung
- 10 - 12 Jahre
Ausbildung
- Master-Abschluss
Sprachen
- Englisch – fließend
- Portugiesisch – fließend
- Spanisch – Grundkenntnisse
Benefits
Weiterbildungsangebote
- Training events
- LearningHUB
Mentale Gesundheitsförderung
- Counselling
- Support in difficult life situations
- Employee Assistance Programme
- Mental Health First Aiders
- Wellbeing initiatives
Gesundheits- & Fitnessangebote
- Online yoga classes
Ergonomischer Arbeitsplatz
- Standing desks
Sonstige Vorteile
- Various types of leave
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 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.
Noch nicht perfekt?
- Deutsche Bank (Suisse) SA
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Vollzeitmit HomeofficeSeniorZürich - Rothschild & Co Bank AG
Client Adviser - UK Offshore Market(m/w/x)
Vollzeitmit HomeofficeSeniorZürich - DZ PRIVATBANK
Private Wealth Manager(m/w/x)
Vollzeitmit HomeofficeSeniorZürich - TradeXBank AG
Senior Relationship Manager(m/w/x)
Vollzeitmit HomeofficeSeniorZürich
DEDeutsche Bank
Relationship Manager, Director(m/w/x)
Zürich
Vollzeitmit HomeofficeSenior
Nejo KI-Zusammenfassung
Managing wealth for UHNW Brazilian clients, partnering with Investment Managers. 10-12 years' experience with CFA or MBA required. 4-day work week, company car for private use.
Anforderungen
- Masters degree in Finance
- Certified Chartered Financial Analyst (CFA) or MBA
- Fluency in English and Portuguese
- Spanish language skills desirable
- 10-12 years industry experience covering Brazilian UHNW clients
- Excellent communication and collaboration skills
- Client-oriented, solution-oriented
- Ability to work in high-paced environment under pressure
- Superior investment acumen
- Solid client network in target market
- Good understanding of Governing Regulatory Framework
- Strong collaboration skills
- Excellent communication skills with positive approach
- Professional integrity
- Ability to manage and allocate resources effectively
- Willingness and ability to develop other staff
Aufgaben
- Serve as the primary client contact for wealth management capabilities
- Partner with Investment Managers for daily client planning and servicing
- Acquire new clients aligned with the bank's business proposition
- Grow existing client relationships and assets
- Ensure a high-standard client experience
- Identify, develop, and maintain HNW/UHNW relationships
- Increase wallet share and assets under management
- Generate Net New Assets and revenue for your books
- Balance client relationships, prospect building, and investment growth
- Manage administrative compliance and personal development
- Plan and manage resources for optimal business operations
- Recommend suitable investment products and services
- Review client portfolios to align with investment objectives
- Discuss financial goals and risk tolerance with clients
- Research and analyze market conditions
- Provide bank views on investment types
- Recommend asset allocation strategies
- Explain how recommendations benefit or hinder investment objectives
- Act as Accountable Client Owner for AML aspects
- Manage KYC and account behavior
- Establish and maintain relationships with management teams
- Inform management of circumstances requiring supervisory attention
- Collaborate with coverage, product, and support functions
- Leverage other DB divisions to deliver value
- Support business growth strategy and plans
- Contribute to a high-performing team
- Participate in client social events and marketing activities
- Follow up on Key Risk Indicators
- Complete periodic KYC reviews
- Address document deficiencies
- Submit cross-border travel/meeting call reports
- Conduct portfolio reviews
- Maintain awareness of local compliance and regulatory requirements
- Document quality notes in Call Reports
- Summarize prospect/client discussions and required actions
- Schedule follow-up calls
- Build and maintain existing client relationships
- Manage the entire client relationship process
Berufserfahrung
- 10 - 12 Jahre
Ausbildung
- Master-Abschluss
Sprachen
- Englisch – fließend
- Portugiesisch – fließend
- Spanisch – Grundkenntnisse
Benefits
Weiterbildungsangebote
- Training events
- LearningHUB
Mentale Gesundheitsförderung
- Counselling
- Support in difficult life situations
- Employee Assistance Programme
- Mental Health First Aiders
- Wellbeing initiatives
Gesundheits- & Fitnessangebote
- Online yoga classes
Ergonomischer Arbeitsplatz
- Standing desks
Sonstige Vorteile
- Various types of leave
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 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
Branche
FinancialServices
Beschreibung
Das Unternehmen ist Teil der Deutsche Bank Group und fördert eine positive, faire und inklusive Arbeitsumgebung.
Noch nicht perfekt?
- 0877 Deutsche Bank (Suisse) SA
Director, Switzerland (Sales Coverage)(m/w/x)
Vollzeitmit HomeofficeSeniorZürich - Deutsche Bank (Suisse) SA
Director(m/w/x)
Vollzeitmit HomeofficeSeniorZürich - Rothschild & Co Bank AG
Client Adviser - UK Offshore Market(m/w/x)
Vollzeitmit HomeofficeSeniorZürich - DZ PRIVATBANK
Private Wealth Manager(m/w/x)
Vollzeitmit HomeofficeSeniorZürich - TradeXBank AG
Senior Relationship Manager(m/w/x)
Vollzeitmit HomeofficeSeniorZürich