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DEDeutsche Bank (Suisse) SA

Relationship Manager C&EE, Director (m/w/x) Zürich

VollzeitVor OrtSenior
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Nejo KI-Zusammenfassung

Client relationship management for Swiss (U)HNW individuals and family offices at a global wealth manager. At least 10 years financial services experience required. Support for life crises, illness, and mental health.

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Anforderungen

  • Master’s degree in Finance
  • CFA or MBA desirable
  • At least 10 years financial services experience as Client Relationship Manager
  • English fluency prerequisite
  • Credible financial services experience as Client Relationship Manager, preferably HNW/UHNWI
  • Sound understanding of Swiss private banking market and C&EE business
  • Strong interest in financial markets
  • Excellent communication and collaboration skills
  • Client-oriented, solution-oriented, high-paced environment
  • Superior investment acumen and solid client network required
  • Good understanding of Governing Regulatory Framework
  • Strong collaboration and communication skills
  • Professional integrity
  • Ability to manage and allocate resources effectively
  • Willingness to develop other staff

Aufgaben

  • Serve as the primary client contact for wealth management capabilities
  • Execute growth strategy targeting Swiss (U)HNW clients, entrepreneurs, family offices, and institutional investors
  • Identify, develop, acquire, and maintain HNW/UHNWIs, entrepreneurs, family offices, and institutional investors
  • Increase share of wallet and Assets under Management through business development, sales, or relationship management
  • Generate Net New Assets and revenue on respective books efficiently
  • Balance client relationships, prospect building, investment growth, and administrative compliance
  • Plan and manage resources, including time and budget, for optimal business operations
  • Collaborate with coverage, product, and support functions to deliver value proposition
  • Leverage Corporate Business, Investment Banking, and Asset Management (DWS) divisions
  • Recommend investment products, credit solutions, and services based on client objectives and risk profiles
  • Review client portfolios periodically to align performance with investment objectives and risk profiles
  • Partner with Investment Managers to discuss financial goals and risk tolerance
  • Research and analyze market conditions
  • Provide bank views on various investment types
  • Recommend asset allocation and explain its impact on investment objectives
  • Act as Accountable Client Owner for all AML aspects, including KYC and account behavior
  • Establish and maintain relationships with management teams
  • Inform management of circumstances requiring supervisory attention or approval
  • Support business growth strategy, plans, values, new products, and services
  • Contribute to achieving a high-performing team
  • Participate in client social events, PR, and marketing activities
  • Follow up on Key Risk Indicators, including KYC reviews, document deficiencies, and call reports
  • Maintain awareness of local compliance and regulatory requirements
  • Document quality notes in Call Reports after client calls/meetings
  • Summarize discussions, required actions, and follow-up calls in Call Reports
  • Build and maintain existing client relationships
  • Manage the entire client relationship process from initiation to closure

Berufserfahrung

10 Jahre

Ausbildung

Master-Abschluss

Sprachen

Englisch – fließend
Polnisch – Grundkenntnisse

Benefits

Mentale Gesundheitsförderung
  • Support for life crises
  • Mental health support
Sonstige Vorteile
  • Support for illness
  • Supportive workplace
  • Collaboration focus
  • Inclusion focus
  • Support for financial goals
Gesundheits- & Fitnessangebote
  • Preventive health measures
Team Events & Ausflüge
  • Social connection focus

Von Nejo automatisch aufbereitet

Nejo hat diesen Job automatisch von der Website des Unternehmens 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.

Zur Originalanzeige bei Deutsche Bank (Suisse) SA

Über das Unternehmen

DE
FinancialServicesZürich

The company has been a Global Hausbank for clients for over 150 years, offering services in Corporate, Private, Investment Banking, and Asset Management.

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