The role serves as the primary point of contact for wealthy individuals, entrepreneurs, and family offices to access Deutsche Bank's comprehensive wealth management solutions
Job Summary
The role serves as the primary point of contact for wealthy individuals, entrepreneurs, and family offices to access Deutsche Bank's comprehensive wealth management solutions.
Responsibilities include acquiring new high-net-worth clients, growing existing relationships, and managing Net New Assets creation while ensuring strict regulatory compliance.
The position offers a supportive culture focused on mental and physical well-being, including access to counseling, yoga classes, and a hybrid working model.
Matching Summary
The role serves as the primary point of contact for wealthy individuals, entrepreneurs, and family offices to access Deutsche Bank's comprehensive wealth management solutions.
Skills & Requirements
Must-have
10-12 years financial services experience
Fluency in German and English languages
HNW/UHNWI client acquisition and management
Swiss private banking market knowledge
AML, KYC, and regulatory compliance expertise
Nice-to-have
CFA or MBA certification preferred
Strong network of Swiss entrepreneurs
Experience with family offices and foundations
Collaboration with investment banking divisions
Proven track record in asset growth
Key Requirements
Master's degree in Finance
10-12 years of relationship management experience
Fluency in German and English
Understanding of Swiss private banking regulations