0877 Deutsche Bank (Suisse) SA
Director, Switzerland (Sales Coverage)(m/w/x)
Full-timeWith HomeofficeSenior
Zürich
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DEDeutsche Bank
Relationship Manager, Director(m/w/x)
Zürich
Full-timeWith Home OfficeSenior
Nejo AI Summary
Managing wealth for UHNW Brazilian clients, partnering with Investment Managers. 10-12 years' experience with CFA or MBA required. 4-day work week, company car for private use.
Requirements
- Masters degree in Finance
- Certified Chartered Financial Analyst (CFA) or MBA
- Fluency in English and Portuguese
- Spanish language skills desirable
- 10-12 years industry experience covering Brazilian UHNW clients
- Excellent communication and collaboration skills
- Client-oriented, solution-oriented
- Ability to work in high-paced environment under pressure
- Superior investment acumen
- Solid client network in target market
- Good understanding of Governing Regulatory Framework
- Strong collaboration skills
- Excellent communication skills with positive approach
- Professional integrity
- Ability to manage and allocate resources effectively
- Willingness and ability to develop other staff
Tasks
- Serve as the primary client contact for wealth management capabilities
- Partner with Investment Managers for daily client planning and servicing
- Acquire new clients aligned with the bank's business proposition
- Grow existing client relationships and assets
- Ensure a high-standard client experience
- Identify, develop, and maintain HNW/UHNW relationships
- Increase wallet share and assets under management
- Generate Net New Assets and revenue for your books
- Balance client relationships, prospect building, and investment growth
- Manage administrative compliance and personal development
- Plan and manage resources for optimal business operations
- Recommend suitable investment products and services
- Review client portfolios to align with investment objectives
- Discuss financial goals and risk tolerance with clients
- Research and analyze market conditions
- Provide bank views on investment types
- Recommend asset allocation strategies
- Explain how recommendations benefit or hinder investment objectives
- Act as Accountable Client Owner for AML aspects
- Manage KYC and account behavior
- Establish and maintain relationships with management teams
- Inform management of circumstances requiring supervisory attention
- Collaborate with coverage, product, and support functions
- Leverage other DB divisions to deliver value
- Support business growth strategy and plans
- Contribute to a high-performing team
- Participate in client social events and marketing activities
- Follow up on Key Risk Indicators
- Complete periodic KYC reviews
- Address document deficiencies
- Submit cross-border travel/meeting call reports
- Conduct portfolio reviews
- Maintain awareness of local compliance and regulatory requirements
- Document quality notes in Call Reports
- Summarize prospect/client discussions and required actions
- Schedule follow-up calls
- Build and maintain existing client relationships
- Manage the entire client relationship process
Work Experience
- 10 - 12 years
Education
- Master's degree
Languages
- English – Native
- Portuguese – Native
- Spanish – Basic
Benefits
Learning & Development
- Training events
- LearningHUB
Mental Health Support
- Counselling
- Support in difficult life situations
- Employee Assistance Programme
- Mental Health First Aiders
- Wellbeing initiatives
Healthcare & Fitness
- Online yoga classes
Ergonomic Workplace
- Standing desks
Other Benefits
- Various types of leave
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 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
Relationship Manager, Director(m/w/x)
Zürich
Full-timeWith Home OfficeSenior
Nejo AI Summary
Managing wealth for UHNW Brazilian clients, partnering with Investment Managers. 10-12 years' experience with CFA or MBA required. 4-day work week, company car for private use.
Requirements
- Masters degree in Finance
- Certified Chartered Financial Analyst (CFA) or MBA
- Fluency in English and Portuguese
- Spanish language skills desirable
- 10-12 years industry experience covering Brazilian UHNW clients
- Excellent communication and collaboration skills
- Client-oriented, solution-oriented
- Ability to work in high-paced environment under pressure
- Superior investment acumen
- Solid client network in target market
- Good understanding of Governing Regulatory Framework
- Strong collaboration skills
- Excellent communication skills with positive approach
- Professional integrity
- Ability to manage and allocate resources effectively
- Willingness and ability to develop other staff
Tasks
- Serve as the primary client contact for wealth management capabilities
- Partner with Investment Managers for daily client planning and servicing
- Acquire new clients aligned with the bank's business proposition
- Grow existing client relationships and assets
- Ensure a high-standard client experience
- Identify, develop, and maintain HNW/UHNW relationships
- Increase wallet share and assets under management
- Generate Net New Assets and revenue for your books
- Balance client relationships, prospect building, and investment growth
- Manage administrative compliance and personal development
- Plan and manage resources for optimal business operations
- Recommend suitable investment products and services
- Review client portfolios to align with investment objectives
- Discuss financial goals and risk tolerance with clients
- Research and analyze market conditions
- Provide bank views on investment types
- Recommend asset allocation strategies
- Explain how recommendations benefit or hinder investment objectives
- Act as Accountable Client Owner for AML aspects
- Manage KYC and account behavior
- Establish and maintain relationships with management teams
- Inform management of circumstances requiring supervisory attention
- Collaborate with coverage, product, and support functions
- Leverage other DB divisions to deliver value
- Support business growth strategy and plans
- Contribute to a high-performing team
- Participate in client social events and marketing activities
- Follow up on Key Risk Indicators
- Complete periodic KYC reviews
- Address document deficiencies
- Submit cross-border travel/meeting call reports
- Conduct portfolio reviews
- Maintain awareness of local compliance and regulatory requirements
- Document quality notes in Call Reports
- Summarize prospect/client discussions and required actions
- Schedule follow-up calls
- Build and maintain existing client relationships
- Manage the entire client relationship process
Work Experience
- 10 - 12 years
Education
- Master's degree
Languages
- English – Native
- Portuguese – Native
- Spanish – Basic
Benefits
Learning & Development
- Training events
- LearningHUB
Mental Health Support
- Counselling
- Support in difficult life situations
- Employee Assistance Programme
- Mental Health First Aiders
- Wellbeing initiatives
Healthcare & Fitness
- Online yoga classes
Ergonomic Workplace
- Standing desks
Other Benefits
- Various types of leave
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 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.
Like this job?
BetaYour Career Agent finds similar jobs for you every day.
About the Company
Deutsche Bank
Industry
FinancialServices
Description
Das Unternehmen ist Teil der Deutsche Bank Group und fördert eine positive, faire und inklusive Arbeitsumgebung.
Not a perfect match?
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