BlackRock
Director - Head of Switzerland - Aladdin Wealth Technology(m/w/x)
Vollzeit
mit Homeoffice
Senior
Keine Angabe
Zürich
08
0877 Deutsche Bank (Suisse) SA28 Tage
Director, Switzerland (Sales Coverage)(m/w/x)
Vollzeit
mit Homeoffice
Senior
Keine Angabe
Zürich
Nejo KI-Zusammenfassung
As a Relationship Manager, you will be the key contact for clients, helping them navigate Deutsche Bank's wealth management solutions. This role involves acquiring new clients, growing existing relationships, and ensuring a high-quality client experience while collaborating with a dynamic team focused on Swiss (U)HNW clients.
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Anforderungen
- •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
Master-Abschluss
Berufserfahrung
10–12 Jahre
Deine Aufgaben
- •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
Sprachen
Deutsch – verhandlungssicher
Englisch – verhandlungssicher
Deine Vorteile
Mentale Gesundheitsförderung
- •Mental health support
- •Employee Assistance Program
Gesundheits- & Fitnessangebote
- •Online yoga classes
Ergonomischer Arbeitsplatz
- •Standing desks
Flexibles Arbeiten
- •Hybrid working model
Die Originalanzeige dieses Stellenangebotes in der aktuellsten Version findest du hier. Nejo hat diesen Job automatisch von der Website des Unternehmens 0877 Deutsche Bank (Suisse) SA erfasst und die Informationen auf Nejo mit Hilfe von KI für dich aufbereitet. Trotz sorgfältiger Analyse können einzelne Informationen unvollständig oder ungenau sein. Bitte prüfe immer alle Angaben in der Originalanzeige! Inhalte und Urheberrechte der Originalanzeige liegen beim ausschreibenden Unternehmen.
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