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0877 Deutsche Bank (Suisse) SA
6mo ago

Relationship Manager, VP(m/w/x)

Genf
Full-timeWith Home OfficeSenior

Description

As a Relationship Manager, you will be the key contact for clients, focusing on building and maintaining high-net-worth relationships while managing investments and ensuring compliance. Your role involves strategic planning, collaboration with investment managers, and actively supporting business growth initiatives.

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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 5-8 years industry experience covering Saudi and/or Egyptian UHNW clients
  • •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 and positive approach
  • •Professional integrity
  • •Ability to manage resources effectively
  • •Willingness to develop other staff

Education

Master's degree

Work Experience

5 - 8 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 other functions to deliver value propositions
  • •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 call reports summarizing client discussions
  • •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

Ergonomic Workplace

  • •Standing desks

Flexible Working

  • •Hybrid working model
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