Description

As a Relationship Manager, you will be the key contact for clients, helping them navigate Deutsche Bank's wealth management solutions. This role involves acquiring new clients, growing existing relationships, and ensuring a high-quality client experience while collaborating with a dynamic team focused on Swiss (U)HNW clients.

Requirements

• •Master’s degree with a background in Finance
• •Certified Chartered Financial Analyst (CFA) or Master of Business Administration (MBA)
• •Fluency in German and English
• •At least 10-12 years of financial services experience as a Client Relationship Manager
• •Sound understanding of the Swiss private banking market
• •Strong and natural interest in financial markets
• •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 with a positive approach
• •Professional integrity
• •Ability to manage resources effectively
• •Willingness to develop other staff
• •Timely follow up and completion of Key Risk Indicators

Tasks

• •Identify and develop relationships with HNW/UHNWIs, Family Offices, Foundations, and Pension Funds
• •Acquire new clients aligned with the bank's business proposition
• •Grow existing business relationships to increase assets under management
• •Balance client relationships, prospecting, investment growth, and compliance
• •Plan and manage resources effectively for optimal business operations
• •Recommend suitable investment products and services based on client objectives
• •Review client portfolios to ensure alignment with investment goals and risk profiles
• •Collaborate with Investment Managers to discuss financial goals and market conditions
• •Act as the Accountable Client Owner for all AML aspects of client relationships
• •Maintain relationships with management teams and ensure compliance with guidelines
• •Work closely with other functions to deliver Deutsche Bank's value proposition
• •Support business growth strategies and contribute to team performance
• •Participate in client social events and marketing activities
• •Complete Key Risk Indicators and periodic KYC reviews in a timely manner
• •Document call reports summarizing discussions and required follow-ups
• •Build and maintain client relationships from initiation to closure

Benefits