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080877 Deutsche Bank (Suisse) SA

Relationship Manager, VP(m/w/x)

Genf
Full-timeWith Home OfficeSenior
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Developing and managing HNW/UHNW client relationships at a global Hausbank. 5-8 years experience with Saudi/Egyptian UHNW clients required. Hybrid working model.

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

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

Work Experience

  • 5 - 8 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

Ergonomic Workplace

  • Standing desks

Flexible Working

  • Hybrid working model
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