BJB Bank Julius Baer & Co. Ltd.
Senior Relationship Manager Global NRI (m/w/x)
Vollzeitnur vor OrtSenior
Zürich
DEDeutsche Bank (Suisse) SA
Senior VP Originator / Relationship Manager – Germany International coverage (m/w/x)
VollzeitVor OrtSenior
Nejo KI-Zusammenfassung
Acquiring and managing HNW/UHNW client relationships for global bank in Germany. Proven senior-level origination capabilities in German market required. Mental health support, counseling, and training events.
Deine Match-Analyse
von deinem Karriere-Agenten
Warum dieser Job zu dir passt
Mögliche Lücken
Tipps für deine Bewerbung
Passt dieser Job zu dir?Dein KI-Karriere-Agent sagt es dir.- Findet Jobs direkt auf den Karriereseiten
- Auch Stellen, die auf keiner Jobbörse landen
- Versteht deine Skills, nicht nur Jobtitel
Anforderungen
- Substantial wealth management and private banking experience
- Strong track record advising HNW/UHNW individuals, entrepreneurs, family offices, foundations
- Proven senior-level origination capabilities in German market
- Ability to attract new HNW/UHNW relationships
- Demonstrated success in delivering sustainable growth
- Strong sales and performance orientation
- Deep understanding of sophisticated HNW/UHNW client needs
- Strong investment, financing, wealth-planning insight
- Experience with international and cross-border clients
- Strong knowledge of German wealth management market
- Sound understanding of Swiss financial centre
- Understanding of relevant regulatory framework
- Entrepreneurial and proactive mindset
- Clear and structured working methods
- Sound judgement
- Ability to perform effectively in demanding environment
- Strong risk awareness
- Consistent record of operating within professional, legal, ethical, regulatory standards
- Knowledge of KYC/AML and reputational risk requirements
- Exceptional communication skills
- Exceptional interpersonal skills
- Exceptional collaboration skills
- Ability to build trusted senior relationships
- Ability to work effectively across product teams, booking centres, business divisions
- Very good command of German
- Very good command of English
- Willingness to travel
Aufgaben
- Originate and acquire new HNW and UHNW client relationships
- Leverage network of clients, prospects, entrepreneurs, family offices, and introducers
- Build, develop, and manage long-term client relationships
- Ensure client satisfaction, retention, portfolio profitability, and sustainable growth
- Deliver revenues, net new assets, and net new lending
- Increase share of wallet across existing relationships
- Provide holistic, personalized advice and tailored solutions
- Advise on investments, discretionary portfolio management, lending, financing, and wealth/succession planning
- Identify complex cross-border and financing opportunities
- Coordinate Investment Managers, Lending specialists, and product experts
- Deliver integrated client solutions
- Connect clients to capabilities across Wealth Management, Corporate Bank, Investment Bank, and Asset Management
- Deliver the full value of the Global Hausbank proposition
- Strengthen connectivity between Zurich and German platforms
- Stay ahead of market trends and client developments
- Act as the primary point of contact and Accountable Client Owner
- Ensure high service standards
- Ensure full adherence to KYC/AML, conduct, risk management, and regulatory requirements
Berufserfahrung
ca. 4 - 6 Jahre
Ausbildung
Bachelor-AbschlussODER
Master-Abschluss
Sprachen
Deutsch – verhandlungssicher
Englisch – verhandlungssicher
Benefits
Mentale Gesundheitsförderung
- Mental health support
- Counseling
- Support in difficult life situations
- Open communication about mental health
Weiterbildungsangebote
- Training events
Gesundheits- & Fitnessangebote
- Preventive health measures
Startup-Atmosphäre
- Thriving workplace
Sonstige Vorteile
- Collaboration focus
- Inclusion focus
- Support for personal financial goals
Lockere Unternehmenskultur
- Feeling connected
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) SAÜber 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.
Wie gut ist dein Lebenslauf?
Nejo bewertet ihn, und bringt ihn danach gemeinsam mit dir in Bestform.
Du hast noch keinen Lebenslauf?
Noch nicht perfekt?
- BVZH Bank Vontobel AGRelationship Manager EAM (m/w/x)Vollzeitnur vor OrtSeniorZürich
- BJB Bank Julius Baer & Co. Ltd.Senior Relationship Manager Global NRI (m/w/x)Vollzeitnur vor OrtSeniorZürich
- Mirabaud & Cie SASenior RM Assistant / Management Support (m/w/x)Vollzeitnur vor OrtSeniorZürich
- BVZH Bank Vontobel AGStrategic Business Development Key Clients & Family Offices (m/w/x)Vollzeitnur vor OrtBerufserfahrenZürich