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DEDeutsche Bank (Suisse) SA

Director, Relationship Manager(m/w/x)

Genf
Full-timeWith Home OfficeSenior

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

  • GermanBusiness Fluent
  • EnglishBusiness 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
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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