BVZH Bank Vontobel AG
Senior Relationship Manager(m/w/x)
Full-timeOn-siteSenior
Zürich
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DEDeutsche Bank
VP, Wealth Management Specialist(m/w/x)
Zürich
Full-timeOn-siteManagement
Nejo AI Summary
Developing relationships and increasing assets for HNW/UHNWIs at a global wealth manager. Fluency in German and English prerequisite, 7-10 years financial services experience needed. Support during life crises, physical health management.
Requirements
- Bachelor's degree in Finance preferred
- Certified Chartered Financial Analyst (CFA) desirable
- Fluency in German and English prerequisite
- 7 to 10 years financial services experience
- Sound understanding of Swiss private banking
- Strong interest in financial markets
- Excellent communication and collaboration skills
- Client-oriented and solution-oriented
- Superior investment acumen required
- Good understanding of Regulatory Framework
- Strong collaboration and communication skills
- Professional integrity
- Ability to manage resources effectively
- Willing to develop other staff
Tasks
- Identify and develop relationships with HNW/UHNWIs.
- Increase assets under management through business development.
- Generate net new assets and revenue efficiently.
- Balance client relationships and investment growth daily.
- Plan and manage resources for optimal business operations.
- Recommend suitable investment products based on client needs.
- Review client portfolios to align with investment objectives.
- Collaborate with IMs to discuss financial goals and market conditions.
- Act as the Accountable Client Owner for AML compliance.
- Maintain relationships with management teams for compliance oversight.
- Cooperate with other functions to deliver value propositions.
- 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.
- Stay aware of local compliance and regulatory requirements.
- Document call reports summarizing client discussions and actions.
- Build and maintain client relationships from initiation to closure.
Work Experience
- 7 - 10 years
Education
- Bachelor's degreeOR
- Master's degree
Languages
- German – Business Fluent
- English – Business Fluent
Benefits
Mental Health Support
- Emotional and mental balance
- Support during life crises
- Support for preventive measures
Healthcare & Fitness
- Physical health management
Startup Environment
- Social connection and collaboration
Other Benefits
- Financial goal support
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of Deutsche Bank and processed the information on Nejo with the help of AI for you. Despite careful analysis, some information may be incomplete or inaccurate. Please always verify all details in the original posting! Content and copyrights of the original posting belong to the advertising company.
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DEDeutsche Bank
VP, Wealth Management Specialist(m/w/x)
Zürich
Full-timeOn-siteManagement
Nejo AI Summary
Developing relationships and increasing assets for HNW/UHNWIs at a global wealth manager. Fluency in German and English prerequisite, 7-10 years financial services experience needed. Support during life crises, physical health management.
Requirements
- Bachelor's degree in Finance preferred
- Certified Chartered Financial Analyst (CFA) desirable
- Fluency in German and English prerequisite
- 7 to 10 years financial services experience
- Sound understanding of Swiss private banking
- Strong interest in financial markets
- Excellent communication and collaboration skills
- Client-oriented and solution-oriented
- Superior investment acumen required
- Good understanding of Regulatory Framework
- Strong collaboration and communication skills
- Professional integrity
- Ability to manage resources effectively
- Willing to develop other staff
Tasks
- Identify and develop relationships with HNW/UHNWIs.
- Increase assets under management through business development.
- Generate net new assets and revenue efficiently.
- Balance client relationships and investment growth daily.
- Plan and manage resources for optimal business operations.
- Recommend suitable investment products based on client needs.
- Review client portfolios to align with investment objectives.
- Collaborate with IMs to discuss financial goals and market conditions.
- Act as the Accountable Client Owner for AML compliance.
- Maintain relationships with management teams for compliance oversight.
- Cooperate with other functions to deliver value propositions.
- 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.
- Stay aware of local compliance and regulatory requirements.
- Document call reports summarizing client discussions and actions.
- Build and maintain client relationships from initiation to closure.
Work Experience
- 7 - 10 years
Education
- Bachelor's degreeOR
- Master's degree
Languages
- German – Business Fluent
- English – Business Fluent
Benefits
Mental Health Support
- Emotional and mental balance
- Support during life crises
- Support for preventive measures
Healthcare & Fitness
- Physical health management
Startup Environment
- Social connection and collaboration
Other Benefits
- Financial goal support
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of Deutsche Bank and processed the information on Nejo with the help of AI for you. Despite careful analysis, some information may be incomplete or inaccurate. Please always verify all details in the original posting! Content and copyrights of the original posting belong to the advertising company.
About the Company
Deutsche Bank
Industry
FinancialServices
Description
Deutsche Bank’s Wealth Management business is one of the largest wealth managers worldwide, offering a broad range of investment solutions and comprehensive advice. The company aims to become a highly competitive global wealth manager by combining financial strength with trustworthy partnership and forward-thinking.
Not a perfect match?
- BVZH Bank Vontobel AG
Senior Relationship Manager(m/w/x)
Full-timeOn-siteSeniorZürich - BVZH Bank Vontobel AG
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Full-timeOn-siteSeniorZürich - BVZH Bank Vontobel AG
Relationship Manager EAM(m/w/x)
Full-timeOn-siteSeniorZürich - Deutsche Bank (Suisse) SA
Wealth Planner(m/w/x)
Full-timeOn-siteExperiencedZürich - Julius Baer
UHNW Specialist in UHNW Competence Centre(m/w/x)
Full-timeOn-siteExperiencedZürich