You as a Relationship Manager 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
You as a Relationship Manager 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.
We support you in maintaining good mental health through initiatives such as training events, counselling and a culture where you can openly speak about mental health.
We strive for a culture in which we are empowered to excel together every day, acting responsibly, thinking commercially, taking initiative and working collaboratively.
Matching Summary
You as a Relationship Manager 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
Client relationship management
Business development and sales
Investment product recommendation
AML and KYC compliance
Portfolio performance review
Collaboration with Investment Managers
Fluency in English and Portuguese
Nice-to-have
Spanish language skills
Strong communication and collaboration
Client-oriented and solution-focused
Ability to work under pressure
Positive approach and professional integrity
Resource management and staff development
Participation in client social and marketing events
Key Requirements
Masters degree in Finance preferred
Certified Chartered Financial Analyst (CFA) or MBA desirable
Fluency in English and Portuguese required
10-12 years industry experience with Brazilian UHNW clients