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080877 Deutsche Bank (Suisse) SA

Relationship Manager, Director(m/w/x)

Genf
Full-timeWith Home OfficeSenior
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Acquiring and growing high-net-worth client portfolios in Saudi/Egyptian markets. 10-12 years experience with UHNW clients in the region, plus CFA/MBA required. Hybrid work flexibility.

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

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

Work Experience

  • 10 - 12 years

Education

  • Master's degree

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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