VP, Wealth Management Specialist, Swiss

vor 3 Wochen

Zurich, Schweiz Deutsche Bank (Schweiz) AG Vollzeit
VP, Wealth Management Specialist, Swiss Job ID:R0311513 Full/Part-Time: Full-time Regular/Temporary: Regular Listed: 2024-04-11 Location: Zurich Position Overview OVERVIEW:
 

Deutsche Bank’s Wealth Management business is one of the largest wealth managers worldwide. We offer our clients a broad range of traditional and alternative investment solutions, as well as comprehensive advice on all aspects of Wealth Management. As a trusted partner of wealthy individuals and entrepreneurs, family offices and foundations, we create lasting value for clients. We specialize in developing bespoke solutions for our clients around the world, for instance wealth planning across successive generations and international borders, asset management with individual risk management, loans and deposits. All this is possible thanks to our global network, our many years of experience and our close collaboration with the Corporate Bank, Investment Bank and Asset Management. We aim to become a highly competitive global wealth manager by combining financial strength and stability with trustworthy partnership and forward-thinking in order to build sustainable and beneficial client relationships. As a growth business for Deutsche Bank, we contribute towards building a more balanced, less capital intense and stable business model for the bank.

The Relationship Manager is a primary point of contact for clients to access the entire suite of wealth management capabilities and solutions offered by Deutsche Bank Wealth Management. This is achieved by working in close partnership with the Investment Manager in the day-to-day planning and servicing for the client. The individual is responsible for acquiring new clients - which 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.

CANDIDATE PROFILE AND RESPONSIBILITIES:

  • Junior relationship manager, working as part of the Israel market coverage team in Zurich, in close partnership with the Tel Aviv-based relationship management team

  • Responsible for day-to-day management of the private client portfolio consisting of high net worth and ultra-high net worth individuals originating from the Israeli Market

  • Co-ordinate work with client on-boarding  and KYC teams, anti-financial crime team and other internal partners on opening new accounts and maintaining the existing ones

  • Act as the Accountable Client Owner with responsibility for all AML aspects of the client relationship; this includes KYC in good quality and in a timely manner (no overdues) as well as account behavior, i.e. transactions with focus on 3rd party transactions constituting transfers in and out to be in line with purpose and anticipated behavior of the account(s)

  • Develop, manage and maintain overall relationship with the clients, providing holistic client experience

  • Be the first point of contact and the overall responsible person with regard to dealing with client complaints

  • Maintain up to date knowledge of all applicable regulations, including but limited to by Swiss, EU and Israeli regulators, as well as applicable procedures related to US and UK regulators

  • Opportunistically develop new business with new and existing clients, building and sustaining long-term relationships

  • Ability to work under pressure and ability to adapt to work within the set targets by the management

  • Work as a team with the Investment Manager (and the Institutional Wealth Partner where appropriate) to build deeper client relationships / involve in origination

  • Keep day-to-day responsibility for advising clients within the required regulatory framework and keeping abreast of all client-impacting initiatives from the respective market

  • Proactively identifying client lending / financing needs, involving lending specialists to further develop the opportunity from the target market

  • Where clients are not assigned an Investment Manager, own the overall suitability and appropriateness for client investments; taking client execution orders where required and ensuring that all corresponding checks are performed

  • Participate in relevant client marketing, commercial and social events

  • Uphold the team’s operating rhythm (e.g. regular prospect review, pipeline review, account planning, etc.), leading by example and demonstrating role-model behaviour

  • Work in close co-operation with other coverage, product and support functions to deliver DB’s value proposition, leveraging also other DB divisions where possible

  • Actively support the business / growth strategy, plans and values, contributing to the achievement of a high performing team

  • Act within professional, legal and ethical boundaries and guidelines, observing all internal and external compliance regulations and code of ethics and conduct; flagging and managing reputational risks and conflicts issues

DESIRED EXPERIENCE / ATTRIBUTES:

  • Detail orientation on both strategy and execution

  • Excellent communication skills

  • Excellent collaboration skills

  • Investment acumen

  • Have a good understanding of the governing regulatory framework (e.g. RDR, MiFID II, etc.), including but not limited to applicable confidentiality / secrecy / data protection regulations and cross border rules where relevant

  • Professional integrity

  • Proven track record of successful business from the target market (Israel)

  • Self-starter

  • Willing and able to develop other staff, e.g., analysts

  • CFA, MBA degree or other advanced degree a plus

  • 10 or more years of relevant experience

  • Fluency (written and oral) in English required; other languages are a plus

Our values define the working environment we strive to create – diverse, supportive and welcoming of different views. We embrace a culture reflecting a variety of perspectives, insights and backgrounds to drive innovation. We build talented and diverse teams to drive business results and encourage our people to develop to their full potential. Talk to us about flexible work arrangements and other initiatives we offer.
We promote good working relationships and encourage high standards of conduct and work performance. We welcome applications from talented people from all cultures, countries, races, genders, sexual orientations, disabilities, beliefs and generations and are committed to providing a working environment free from harassment, discrimination and retaliation.

Visit Inside Deutsche Bank to discover more about the culture of Deutsche Bank including Diversity, Equity & Inclusion, Leadership, Learning, Future of Work and more besides.

  • Assistentin Wealth Management

    vor 2 Monaten

    Zurich, Schweiz COLOMBO WEALTH SA Vollzeit

    **ASSISTANT Relationship Manager Wealth Management in Zürich (50-70%)** **GERMAN** **Job Information** Für unser Team im Bereich Wealth Management in Zürich suchen wir eine engagierte und vertrauenswürdige Persönlichkeit als Assistant Relationship Manager, welche folgende Aufgaben übernimmt: - Proaktive und effiziente Unterstützung der...

  • Intern Wealth Management for Swiss Wealth Manager

    vor 2 Wochen

    Zurich, Schweiz Marmot Invest AG Vollzeit

    As an Intern at Marmot, you will have the opportunity to shape a new offering for our clients, working closely with our investment teams to ensure the delivery of best-in-class financial advisory services guided by the principles of Marmot’s investment philosophy. You believe that effective and happy investing can be achieved by reducing costs and risk...

  • Intern Wealth Management for Swiss Wealth Manager

    vor 3 Wochen

    Zurich, Schweiz Marmot Invest AG Vollzeit

    As an Intern at Marmot, you will have the opportunity to shape a new offering for our clients, working closely with our investment teams to ensure the delivery of best-in-class financial advisory services guided by the principles of Marmot’s investment philosophy. You believe that effective and happy investing can be achieved by reducing costs and risk...

  • Assistant Wealth Management

    vor 2 Wochen

    Zurich, Schweiz UNION BANCAIRE PRIVÉE, UBP SA Vollzeit

    **Assistant Wealth Management**: **Description**: Wealth Management (WM) As it plays such a major part in our strategy, we are investing significantly in Wealth Management to fuel our growth, particularly in Europe (onshore), the Middle East, Eastern Europe, Latin America and Asia. We provide a complete range of private banking products and services,...

  • Strategic Recruiter HR Wealth Management

    Vor 2 Tagen

    Zurich, Schweiz Bank Vontobel Vollzeit

    Bank Vontobel Zurich, SwitzerlandPosted 1 day ago Permanent Competitive - Strategic Recruiter HR Wealth Management - At Vontobel, we actively shape the future. We create and pursue investment opportunities with determination. We master what we do - and we only do what we master. This is how we get our clients ahead. As a global financial services provider...

  • Relationship Manager

    Vor 7 Tagen

    Zurich, Schweiz UBS Vollzeit

    Switzerland - Zürich - Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 298567BR **City** - Zürich **Job Type** - Full Time **Your role** - Are you a people person? Do you know how to give superior investment advice that grows client wealth? - We’re looking for a Relationship Manager for UHNW Arabian Gulf...

  • Rm, Mkt Emerging Europe, Vp, Swiss

    vor 2 Monaten

    Zurich, Schweiz Deutsche Bank Vollzeit

    **OVERVIEW**: Deutsche Bank’s Wealth Management business is one of the largest wealth managers worldwide. We offer our clients a broad range of traditional and alternative investment solutions, as well as comprehensive advice on all aspects of Wealth Management. As a trusted partner of wealthy individuals and entrepreneurs, family offices and foundations,...

  • Rm, Mkt Emerging Europe, Vp, Swiss

    vor 3 Wochen

    Zurich, Schweiz Deutsche Bank Vollzeit

    **OVERVIEW**: Deutsche Bank’s Wealth Management business is one of the largest wealth managers worldwide. We offer our clients a broad range of traditional and alternative investment solutions, as well as comprehensive advice on all aspects of Wealth Management. As a trusted partner of wealthy individuals and entrepreneurs, family offices and foundations,...

  • Wealth Planner Private Banking Zurich

    vor 2 Wochen

    Zurich, Schweiz coni+partner AG Vollzeit

    Our client is an international bank in Zurich. We are looking for a data scientist in fund business (m, f, d) as a Wealth Planner Private Banking Zurich / Geneva Aufgaben Responsible for the independent management of a UHNWI or HNWI client portfolio in Swiss tax and legal matters / In daily contact with clients, responsible for comprehensive support and...

  • Vice President in Divisional Erm

    vor 3 Wochen

    Zurich, Schweiz Credit Suisse Vollzeit

    **Your field of responsibility** Wealth management/Swiss Bank/Asset Management ERM an experienced VP. This role reports directly into the Head of ERM WM/SB/AM. This role has material exposure to senior management in both the WM/SB/AM and Group CRO. You will have the opportunity to be part of a newly established group and help to shape the strategic vision...

  • Investment Intern for Swiss Wealth Manager

    vor 4 Wochen

    Zurich, Schweiz Marmot Invest AG Vollzeit

    Join our team at Marmot Wealth Management, where we're dedicated to pioneering a new approach in Private Wealth Management services, specially tailored for high net worth individuals and their families. Our mission is to deliver exceptional financial advisory services, underpinned by Marmot’s investment philosophy that champions cost-effective and...

  • Investment Intern for Swiss Wealth Manager

    vor 2 Wochen

    Zurich, Schweiz Marmot Invest AG Vollzeit

    Join our team at Marmot Wealth Management, where we're dedicated to pioneering a new approach in Private Wealth Management services, specially tailored for high net worth individuals and their families. Our mission is to deliver exceptional financial advisory services, underpinned by Marmot’s investment philosophy that champions cost-effective and...

  • Assistant Wealth Management

    vor 4 Wochen

    Zurich, Schweiz UNION BANCAIRE PRIVÉE, UBP SA Vollzeit

    **Assistant Wealth Management - Turkey**: **Description**: Wealth Management (WM) As it plays such a major part in our strategy, we are investing significantly in Wealth Management to fuel our growth, particularly in Europe (onshore), the Middle East, Eastern Europe, Latin America and Asia. We provide a complete range of private banking products and...

  • Assistant Wealth Management

    vor 2 Wochen

    Zurich, Schweiz UNION BANCAIRE PRIVÉE, UBP SA Vollzeit

    **Assistant Wealth Management - Israel**: **Description**: Wealth Management (WM) As it plays such a major part in our strategy, we are investing significantly in Wealth Management to fuel our growth, particularly in Europe (onshore), the Middle East, Eastern Europe, Latin America and Asia. We provide a complete range of private banking products and...

  • Assistant Wealth Management

    Vor 2 Tagen

    Zurich, Schweiz UNION BANCAIRE PRIVÉE, UBP SA Vollzeit

    **Assistant Wealth Management - Turkey**: **Description**: Wealth Management (WM) As it plays such a major part in our strategy, we are investing significantly in Wealth Management to fuel our growth, particularly in Europe (onshore), the Middle East, Eastern Europe, Latin America and Asia. We provide a complete range of private banking products and...

  • Assistant Wealth Management

    vor 2 Monaten

    Zurich, Schweiz UNION BANCAIRE PRIVÉE, UBP SA Vollzeit

    **Assistant Wealth Management - External Asset Manager Desk**: **Description**: Wealth Management (WM) As it plays such a major part in our strategy, we are investing significantly in Wealth Management to fuel our growth, particularly in Europe (onshore), the Middle East, Eastern Europe, Latin America and Asia. We provide a complete range of private banking...

  • Relationship Manager Assistant, Wealth Management

    vor 3 Wochen

    Zurich, Schweiz UNION BANCAIRE PRIVÉE, UBP SA Vollzeit

    **Relationship Manager Assistant, Wealth Management - Israel**: **Description**: Wealth Management (WM) As it plays such a major part in our strategy, we are investing significantly in Wealth Management to fuel our growth, particularly in Europe (onshore), the Middle East, Latin America and Asia. We provide a complete range of private banking products and...

  • Client Advisor Wealth Management

    vor 2 Wochen

    Zurich, Schweiz UBS Vollzeit

    Switzerland - Zürich - Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 272056BR **City** - Zürich **Job Type** - Full Time **Your role** - Are you a senior professional with the motivation and the experience to build long-term client relationships? Do you have a proven track record in acquiring and...

  • Assistant Wealth Management

    vor 2 Monaten

    Zurich, Schweiz UNION BANCAIRE PRIVÉE, UBP SA Vollzeit

    **Assistant Wealth Management - Eastern Europe**: **Description**: Wealth Management (WM): As it plays such a major part in our strategy, we are investing significantly in Wealth Management to fuel our growth, particularly in Europe (onshore), the Middle East, Latin America and Asia. We provide a complete range of private banking products and services,...

  • Relationship Manager Assistant, Wealth Management

    vor 2 Wochen

    Zurich, Schweiz UNION BANCAIRE PRIVÉE, UBP SA Vollzeit

    **Relationship Manager Assistant, Wealth Management - Turkey (100%)**: **Description**: Wealth Management (WM) As it plays such a major part in our strategy, we are investing significantly in Wealth Management to fuel our growth, particularly in Europe (onshore), the Middle East, Eastern Europe, Latin America and Asia. We provide a complete range of private...