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DEDeutsche Bank (Suisse) SA

.Director, Relationship Manager(m/w/x)

Genf
Full-timeWith Home OfficeSenior
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Serving as primary point of contact for UHNW individuals and institutions at global wealth manager. 10-12 years financial services experience as Client Relationship Manager required. Mental health support, employee assistance program.

Requirements

  • Master’s degree in Finance
  • Chartered Financial Analyst (CFA) or MBA desirable
  • 10-12 years financial services experience as Client Relationship Manager
  • Fluency in German and English prerequisite
  • Credible financial services experience as Client Relationship Manager, HNW/UHNWI segment
  • Understanding of Swiss private banking market
  • Understanding of current business, economic, political developments
  • Strong interest in financial markets
  • Excellent communication skills
  • Excellent collaboration skills
  • Client-oriented approach
  • Solution-oriented approach
  • Ability to work in high-paced environment
  • Ability to work under pressure
  • Superior investment acumen required
  • Solid network of clients required
  • Good understanding of Governing Regulatory Framework
  • Strong collaboration skills
  • Excellent communication skills with positive approach
  • Professional integrity
  • Ability to manage resources
  • Ability to allocate resources for effective use
  • Willingness to develop other staff
  • Ability to develop other staff

Tasks

  • Serve as primary point of contact for clients
  • Access wealth management capabilities and solutions
  • Identify and develop HNW/UHNWIs, Entrepreneurs, Single/Multi Family Office, and institutional investors
  • Acquire and maintain client relationships
  • Increase share of wallet and assets under management
  • Generate net new assets and revenue efficiently
  • Balance client relationships, prospect building, investment growth, and administrative compliance
  • Plan and manage business resources (time, budget)
  • Collaborate with coverage, product, and support functions
  • Leverage other DB divisions for value proposition
  • Recommend suitable investment products and credit solutions
  • Review client portfolios periodically for alignment with investment objectives
  • Partner with IMs to discuss financial goals and market conditions
  • Act as Accountable Client Owner for AML aspects
  • Maintain relationships with management teams
  • Inform management of supervisory attention needs
  • Support business growth strategies and new products
  • Participate in client social events and marketing activities
  • Follow up on Key Risk Indicators
  • Ensure timely KYC reviews and document deficiencies
  • Conduct cross-border travel and meeting call reports
  • Review portfolio performance regularly
  • Document call reports with quality notes
  • Build and maintain existing client relationships
  • Own the relationship process from initiation to closure

Work Experience

  • 10 - 12 years

Education

  • Master's degree

Languages

  • English – Business Fluent

Benefits

Mental Health Support

  • Mental health support
  • Counseling
  • Employee Assistance Program
  • Mental Health First Aiders

Learning & Development

  • Training events

Healthcare & Fitness

  • Preventive health measures
  • Online yoga classes

Ergonomic Workplace

  • Standing desks

Flexible Working

  • Hybrid working model

Other Benefits

  • Various types of leave
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of Deutsche Bank (Suisse) SA and processed the information on Nejo with the help of AI for you. Despite careful analysis, some information may be incomplete or inaccurate. Please always verify all details in the original posting! Content and copyrights of the original posting belong to the advertising company.

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