0877 Deutsche Bank (Suisse) SA
Relationship Manager, Director(m/w/x)
Vollzeitmit HomeofficeSenior
Genf
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080877 Deutsche Bank (Suisse) SA
Relationship Manager, VP(m/w/x)
Genf
Vollzeitmit HomeofficeSenior
Nejo KI-Zusammenfassung
Developing and managing HNW/UHNW client relationships at a global Hausbank. 5-8 years experience with Saudi/Egyptian UHNW clients required. Hybrid working model.
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 5-8 years industry experience covering Saudi and/or Egyptian UHNW clients
- 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 and positive approach
- 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 other functions to deliver value propositions
- 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 call reports summarizing client discussions
- Build and maintain existing client relationships
Berufserfahrung
- 5 - 8 Jahre
Ausbildung
- Master-Abschluss
Sprachen
- Englisch – verhandlungssicher
- Arabisch – Grundkenntnisse
Benefits
Mentale Gesundheitsförderung
- Mental health support
- Employee Assistance Programme
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
Relationship Manager, VP(m/w/x)
Genf
Vollzeitmit HomeofficeSenior
Nejo KI-Zusammenfassung
Developing and managing HNW/UHNW client relationships at a global Hausbank. 5-8 years experience with Saudi/Egyptian UHNW clients required. Hybrid working model.
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 5-8 years industry experience covering Saudi and/or Egyptian UHNW clients
- 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 and positive approach
- 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 other functions to deliver value propositions
- 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 call reports summarizing client discussions
- Build and maintain existing client relationships
Berufserfahrung
- 5 - 8 Jahre
Ausbildung
- Master-Abschluss
Sprachen
- Englisch – verhandlungssicher
- Arabisch – Grundkenntnisse
Benefits
Mentale Gesundheitsförderung
- Mental health support
- Employee Assistance Programme
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.
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?
- 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 - Deutsche Bank (Suisse) SA
Director, Relationship Manager(m/w/x)
Vollzeitmit HomeofficeSeniorGenf - Citi
Investment Counselor(m/w/x)
Vollzeitmit HomeofficeSeniorGenf - 0877 Deutsche Bank (Suisse) SA
Account Manager(m/w/x)
Vollzeitmit HomeofficeBerufserfahrenGenf