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Relationship Manager, Director(m/w/x)
Acquiring and growing high-net-worth client portfolios in Saudi/Egyptian markets. 10-12 years experience with UHNW clients in the region, plus CFA/MBA required. Hybrid work flexibility.
Anforderungen
- Masters degree with a background in Finance
- Certified Chartered Financial Analyst (CFA) or Master of Business Administration (MBA)
- Fluency in English; Arabic is an advantage
- At least 10-12 years industry experience covering Saudi and/or Egyptian UHNW clients
- Excellent communication and collaboration skills
- Client-oriented and solution-oriented with ability to work under pressure
- Superior investment acumen and solid network of clients in target coverage market
- Good understanding of Governing Regulatory Framework
- Strong collaboration skills and positive communication skills
- Professional integrity
- Ability to manage resources effectively
- Willingness to develop other staff
Aufgaben
- Identify and develop HNW/UHNW relationships
- Acquire and maintain client relationships
- Increase wallet share and assets under management
- Generate net new assets and revenue efficiently
- Balance client relationships and prospect building
- Manage investment growth and administrative compliance
- Plan and manage resources effectively
- Recommend suitable investment products and services
- Review client portfolios to align with investment objectives
- Partner with investment managers to discuss financial goals
- Analyze market conditions and recommend asset allocation
- Act as the accountable client owner for AML compliance
- Establish relationships with management teams for compliance
- Collaborate with coverage, product, and support functions
- Support business growth strategies and new product initiatives
- Participate in client social events and marketing activities
- Complete key risk indicators and periodic KYC reviews
- Document quality notes in call reports after meetings
- Build and maintain existing client relationships
Berufserfahrung
- 10 - 12 Jahre
Ausbildung
- Master-Abschluss
Sprachen
- Englisch – verhandlungssicher
- Arabisch – Grundkenntnisse
Benefits
Mentale Gesundheitsförderung
- Mental health support
- Employee Assistance Programme
Gesundheits- & Fitnessangebote
- Online yoga classes
Flexibles Arbeiten
- Hybrid working model
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- 0877 Deutsche Bank (Suisse) SAVollzeitmit HomeofficeSeniorGenf
- Deutsche Bank (Suisse) SA
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Relationship Manager, Director(m/w/x)
Acquiring and growing high-net-worth client portfolios in Saudi/Egyptian markets. 10-12 years experience with UHNW clients in the region, plus CFA/MBA required. Hybrid work flexibility.
Anforderungen
- Masters degree with a background in Finance
- Certified Chartered Financial Analyst (CFA) or Master of Business Administration (MBA)
- Fluency in English; Arabic is an advantage
- At least 10-12 years industry experience covering Saudi and/or Egyptian UHNW clients
- Excellent communication and collaboration skills
- Client-oriented and solution-oriented with ability to work under pressure
- Superior investment acumen and solid network of clients in target coverage market
- Good understanding of Governing Regulatory Framework
- Strong collaboration skills and positive communication skills
- Professional integrity
- Ability to manage resources effectively
- Willingness to develop other staff
Aufgaben
- Identify and develop HNW/UHNW relationships
- Acquire and maintain client relationships
- Increase wallet share and assets under management
- Generate net new assets and revenue efficiently
- Balance client relationships and prospect building
- Manage investment growth and administrative compliance
- Plan and manage resources effectively
- Recommend suitable investment products and services
- Review client portfolios to align with investment objectives
- Partner with investment managers to discuss financial goals
- Analyze market conditions and recommend asset allocation
- Act as the accountable client owner for AML compliance
- Establish relationships with management teams for compliance
- Collaborate with coverage, product, and support functions
- Support business growth strategies and new product initiatives
- Participate in client social events and marketing activities
- Complete key risk indicators and periodic KYC reviews
- Document quality notes in call reports after meetings
- Build and maintain existing client relationships
Berufserfahrung
- 10 - 12 Jahre
Ausbildung
- Master-Abschluss
Sprachen
- Englisch – verhandlungssicher
- Arabisch – Grundkenntnisse
Benefits
Mentale Gesundheitsförderung
- Mental health support
- Employee Assistance Programme
Gesundheits- & Fitnessangebote
- Online yoga classes
Flexibles Arbeiten
- Hybrid working model
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.
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