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0877 Deutsche Bank (Suisse) SA
6mo ago

Relationship Manager, Director(m/w/x)

Genf
Full-timeWith Home OfficeSenior

Description

As a Relationship Manager, you will be the key contact for clients, guiding them through wealth management solutions while building strong relationships and ensuring that investment goals are met. This role involves balancing client needs with business growth strategies, all while maintaining compliance and delivering exceptional service.

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Requirements

  • •Masters degree with a background in Finance
  • •Certified Chartered Financial Analyst (CFA) or Master of Business Administration (MBA)
  • •Fluency in English; Arabic is an advantage
  • •At least 10-12 years industry experience covering Saudi and/or Egyptian UHNW clients
  • •Excellent communication and collaboration skills
  • •Client-oriented and solution-oriented with ability to work under pressure
  • •Superior investment acumen and solid network of clients in target coverage market
  • •Good understanding of Governing Regulatory Framework
  • •Strong collaboration skills and positive communication skills
  • •Professional integrity
  • •Ability to manage resources effectively
  • •Willingness to develop other staff

Education

Master's degree

Work Experience

10 - 12 years

Tasks

  • •Identify and develop HNW/UHNW relationships
  • •Acquire and maintain client relationships
  • •Increase wallet share and assets under management
  • •Generate net new assets and revenue efficiently
  • •Balance client relationships and prospect building
  • •Manage investment growth and administrative compliance
  • •Plan and manage resources effectively
  • •Recommend suitable investment products and services
  • •Review client portfolios to align with investment objectives
  • •Partner with investment managers to discuss financial goals
  • •Analyze market conditions and recommend asset allocation
  • •Act as the accountable client owner for AML compliance
  • •Establish relationships with management teams for compliance
  • •Collaborate with coverage, product, and support functions
  • •Support business growth strategies and new product initiatives
  • •Participate in client social events and marketing activities
  • •Complete key risk indicators and periodic KYC reviews
  • •Document quality notes in call reports after meetings
  • •Build and maintain existing client relationships

Languages

English – Business Fluent

Arabic – Basic

Benefits

Mental Health Support

  • •Mental health support
  • •Employee Assistance Programme

Healthcare & Fitness

  • •Online yoga classes

Flexible Working

  • •Hybrid working model
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