Deutsche Bank
Relationship Manager, Director(m/w/x)
Full-timeWith HomeofficeSenior
Zürich
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080877 Deutsche Bank (Suisse) SA
Director, Switzerland (Sales Coverage)(m/w/x)
Zürich
Full-timeWith Home OfficeSenior
Nejo AI Summary
Developing relationships with HNW/UHNWIs, Family Offices, and Pension Funds at a global financial services firm in Swiss private banking. 10-12 years financial services CRM experience, CFA/MBA, and Swiss private banking market understanding required. Hybrid working model.
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
Work Experience
- 10 - 12 years
Education
- Master's degree
Languages
- German – Business Fluent
- English – Business Fluent
Benefits
Mental Health Support
- Mental health support
- Employee Assistance Program
Healthcare & Fitness
- Online yoga classes
Ergonomic Workplace
- Standing desks
Flexible Working
- Hybrid working model
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of 0877 Deutsche Bank (Suisse) SA 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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080877 Deutsche Bank (Suisse) SA
Director, Switzerland (Sales Coverage)(m/w/x)
Zürich
Full-timeWith Home OfficeSenior
Nejo AI Summary
Developing relationships with HNW/UHNWIs, Family Offices, and Pension Funds at a global financial services firm in Swiss private banking. 10-12 years financial services CRM experience, CFA/MBA, and Swiss private banking market understanding required. Hybrid working model.
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
Work Experience
- 10 - 12 years
Education
- Master's degree
Languages
- German – Business Fluent
- English – Business Fluent
Benefits
Mental Health Support
- Mental health support
- Employee Assistance Program
Healthcare & Fitness
- Online yoga classes
Ergonomic Workplace
- Standing desks
Flexible Working
- Hybrid working model
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of 0877 Deutsche Bank (Suisse) SA 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.
Like this job?
BetaYour Career Agent finds similar jobs for you every day.
About the Company
0877 Deutsche Bank (Suisse) SA
Industry
FinancialServices
Description
The company has been a Global Hausbank for clients for over 150 years, providing financial services across various banking divisions.
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