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Director, Relationship Manager(m/w/x)
Description
You will drive growth for the company's Swiss wealth management division by acquiring high-net-worth clients and delivering holistic financial solutions through close collaboration with investment experts.
Let AI find the perfect jobs for you!
Upload your CV and Nejo AI will find matching job offers for you.
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
Education
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
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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- 0877 Deutsche Bank (Suisse) SA
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Director, Relationship Manager(m/w/x)
The AI Job Search Engine
Description
You will drive growth for the company's Swiss wealth management division by acquiring high-net-worth clients and delivering holistic financial solutions through close collaboration with investment experts.
Let AI find the perfect jobs for you!
Upload your CV and Nejo AI will find matching job offers for you.
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
Education
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
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.
- 0877 Deutsche Bank (Suisse) SA
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