As a Relationship Manager, you are the primary point of contact for clients to access the entire suite of wealth management capabilities and solutions offered by Deutsche Bank Wealth Management
Job Summary
As a Relationship Manager, you are the primary point of contact for clients to access the entire suite of wealth management capabilities and solutions offered by Deutsche Bank Wealth Management.
You are responsible for acquiring new clients - who are in line with the business proposition of the bank - and assets as well as grow existing business relationships, assuring a holistic and high-standard client experience.
We support you in maintaining good mental health, managing your physical health, and fostering social connections within a collaborative and inclusive work environment.
Matching Summary
As a Relationship Manager, you are the primary point of contact for clients to access the entire suite of wealth management capabilities and solutions offered by Deutsche Bank Wealth Management.
Skills & Requirements
Must-have
acquiring new clients and assets
holistic and high-standard client experience
executing growth strategy targeting Swiss clients
increase share of wallet / Assets under Management
overall Net New Assets creation and revenue generation
delivering DB’s value proposition
AML aspects of the client relationship
Nice-to-have
emotionally and mentally balanced
physically thriving workplace
socially connected team culture
positive, fair and inclusive work environment
empowered to excel together
Key Requirements
Master’s degree in Finance preferable
Certified Chartered Financial Analyst (CFA) or MBA desirable
10-12 years of financial services experience
Fluency in German and English prerequisite
Credible financial services experience as Client Relationship Manager
Sound understanding of Swiss private banking market