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Director, Relationship Manager(m/w/x)
Acquiring and developing HNW/UHNW client relationships for a global Hausbank. 10-12 years financial services experience with HNW/UHNWI clients and German/English fluency required. Comprehensive mental health support including counseling and training.
Requirements
- Master’s degree in Finance preferable
- Certified CFA, MBA, or desirable qualification
- 10-12 years financial services experience
- Fluency in German and English
- Financial services experience in HNW/UHNWI
- Understanding of Swiss private banking
- Interest in financial markets
- Excellent communication and collaboration skills
- Client-oriented and solution-oriented mindset
- Superior investment acumen and client network
- Understanding of Governing Regulatory Framework
- Positive approach to communication
- Professional integrity
- Resource management and allocation skills
- Willingness to develop other staff
Tasks
- Acquire and develop HNW and UHNW client relationships
- Drive net new assets and revenue growth
- Partner with Investment Managers on client financial planning
- Recommend suitable investment products and credit solutions
- Conduct periodic portfolio reviews and performance analysis
- Manage all AML and KYC compliance aspects
- Collaborate across divisions to deliver wealth management solutions
- Plan and manage business resources and budgets
- Participate in client social events and marketing activities
- Document detailed call reports after client meetings
- Monitor and complete key risk indicators and documentation
- Maintain awareness of local regulatory requirements
Education
- Master's degree
Languages
- German – Business Fluent
- English – Business Fluent
Benefits
Mental Health Support
- Mental health training events
- Mental health counseling
- Employee Assistance Program
- Mental Health First Aiders
- Wellbeing initiatives
Healthcare & Fitness
- Online yoga classes
Ergonomic Workplace
- Standing desks
More Vacation Days
- Various leave types
Flexible Working
- Hybrid working model
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Director, Relationship Manager(m/w/x)
Acquiring and developing HNW/UHNW client relationships for a global Hausbank. 10-12 years financial services experience with HNW/UHNWI clients and German/English fluency required. Comprehensive mental health support including counseling and training.
Requirements
- Master’s degree in Finance preferable
- Certified CFA, MBA, or desirable qualification
- 10-12 years financial services experience
- Fluency in German and English
- Financial services experience in HNW/UHNWI
- Understanding of Swiss private banking
- Interest in financial markets
- Excellent communication and collaboration skills
- Client-oriented and solution-oriented mindset
- Superior investment acumen and client network
- Understanding of Governing Regulatory Framework
- Positive approach to communication
- Professional integrity
- Resource management and allocation skills
- Willingness to develop other staff
Tasks
- Acquire and develop HNW and UHNW client relationships
- Drive net new assets and revenue growth
- Partner with Investment Managers on client financial planning
- Recommend suitable investment products and credit solutions
- Conduct periodic portfolio reviews and performance analysis
- Manage all AML and KYC compliance aspects
- Collaborate across divisions to deliver wealth management solutions
- Plan and manage business resources and budgets
- Participate in client social events and marketing activities
- Document detailed call reports after client meetings
- Monitor and complete key risk indicators and documentation
- Maintain awareness of local regulatory requirements
Education
- Master's degree
Languages
- German – Business Fluent
- English – Business Fluent
Benefits
Mental Health Support
- Mental health training events
- Mental health counseling
- Employee Assistance Program
- Mental Health First Aiders
- Wellbeing initiatives
Healthcare & Fitness
- Online yoga classes
Ergonomic Workplace
- Standing desks
More Vacation Days
- Various leave types
Flexible Working
- Hybrid working model
About the Company
Deutsche Bank (Suisse) SA
Industry
FinancialServices
Description
The company has been a Global Hausbank for clients for over 150 years, offering services in Corporate, Private, Investment Banking, and Asset Management.
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