Director, Lead Salesperson, EE, Swiss

vor 4 Wochen

Zürich, Zürich, Schweiz Deutsche Bank (Schweiz) AG Vollzeit
Director, Lead Salesperson, EE, Swiss

Job ID:R0298058
Full/Part-Time: Full-time

Regular/Temporary: Regular
Listed:

Location: Zurich

Position Overview

Relationship Manager, Head of Israel at DB Switzerland, responsible for (1) building and running a team of Relationship Managers and Client Service Executives to service the existing desk's clients, including those covered by the team based in Tel Aviv; and (2) acquiring new clients, building a book and serving the acquired clients from a Wealth Management and also a broader banking point of view. You are part of a highly dynamic team and play an instrumental role in implementing our strategy to grow the business in the Israel Market.

Your Key Responsibilities

  • Establish a team at DB Switzerland that will be responsible for booking and servicing the bank's existing Israeli clients, including those covered by Tel Aviv team
  • Provide leadership and guidance to junior colleagues in day-to-day dealing with existing clients. Source and bring on board relationship managers and client service executives candidates
  • Develop contacts and build relationships with HNW/UHNW clients, Single/Multi Family Offices and Foundations for our Israel Market
  • Gather individual information about potential clients and prepare calls and meetings to offer private Banking services & products and assess market potential both for existing and potential clients
  • Actively offer all products and services contained in Asset & Wealth Management product in line with suitability assessment and regulatory environment and in close collaboration with dedicated Investment Advisors and various product specialists
  • Participate in Goal Setting process to ensure that financial goals are achievable and manage annual asset, revenue, and expense budget to ensure that financial targets are met
  • Ensure an excellent and smooth client on-boarding experience with regard to legal requirements and in close collaboration with your Client Service Executives and other internal support functions
  • Make sure that prospect and client related information are properly filed
  • Participate in public relations and other marketing activities for existing and new clients by holding presentations and participating in social events

Your Skills & Experience

  • 7 years+ of Financial Services experience in a client maintenance role
  • MBA or other relevant advanced degree is highly desirable
  • Strong knowledge of relevant financial and cross-border regulation applicable to Swiss and Israeli markets
  • Experience in managing bank processes such as client on-boarding, KYC, etc., as well as related risks
  • Strong knowledge of financial instruments and markets and knowledge of all Private Banking products and services including the credit policies, guidelines and procedures
  • Excellent knowledge of the Israeli Market and the cultural backgrounds
  • Fluency in English, Hebrew not required but would be a plus
  • Able to work with a culturally diverse workforce and client base and highly developed written and oral communication skills
  • Strong sales and marketing abilities
  • Excellent problem solving skills
  • Complete understanding and adherence to regulatory requirements in marketing the Private Bank's products and services
  • Ability to demonstrate good time management skills

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.

  • Senior Software Engineer Java EE

    vor 2 Monaten

    Zürich, Zürich, Schweiz addexpert GmbH Vollzeit

    Java EE Unser Kunde ist ein innovativer, schnell wachsender IT Dienstleister mit starker Schweizer Basis und internationalem Wachstum. Die Kunden geniessen eine Swissness Dienstleistung in welcher mit Innovation, Agilität, höchster technischer Expertise Business Modelle und Prozesse entlang der gesamten Wertschöpfungskette integriert werden. Das Umfeld...

  • Director, Leadership

    vor 1 Woche

    Zürich, Zürich, Schweiz Swiss Re AG Vollzeit

    Location: Zurich, Zurich, CHDirector, Leadership & Culture %)About the Role As Lead Leadership & Culture, you will play a pivotal role in shaping and driving the organizational culture and leadership development strategies at Swiss Re. You will be entrusted with the responsibility of fostering an environment where our colleagues feel valued, engaged, and...

  • Director, Leadership

    vor 1 Woche

    Zürich, Zürich, Schweiz Swiss Re Vollzeit

    About the Role As Lead Leadership & Culture, you will play a pivotal role in shaping and driving the organizational culture and leadership development strategies at Swiss Re. You will be entrusted with the responsibility of fostering an environment where our colleagues feel valued, engaged, and empowered to contribute their best. If you are passionate about...

  • Medical Affairs Director

    vor 2 Wochen

    Zürich, Zürich, Schweiz Novo Nordisk Health Care AG Vollzeit

    PositionMedical Affairs Director (100%)StellenbeschreibungStellenbeschreibungOrtZurich, SwitzerlandStellenkategorieMedical AffairsBewirb dich jetzt Are you passionate about shaping an affiliate medical strategy, ensuring compliance, and fostering team growth? Do you want to make a lasting impact? Are you ready to lead the way within Medical Affairs? If so,...

  • Medical Affairs Director

    vor 1 Monat

    Zürich, Zürich, Schweiz Novo Nordisk Health Care AG Vollzeit

    PositionMedical Affairs Director (100%)StellenbeschreibungStellenbeschreibungOrtZurich, SwitzerlandStellenkategorieMedical AffairsBewirb dich jetzt Are you passionate about shaping an affiliate medical strategy, ensuring compliance, and fostering team growth? Do you want to make a lasting impact? Are you ready to lead the way within Medical Affairs? If so,...

  • Lead Asset Allocation Analyst

    vor 4 Wochen

    Zürich, Zürich, Schweiz Swiss Re Vollzeit

    Are you looking to play an essential role in SwissRe's investment strategy and asset allocation process? Do you have strong experience in asset pricing & allocation models and have a flair for quantitative investment modeling? We are looking for your professional and personal experience, as well as high standards in terms of rigor and academic foundation to...

  • Lead Asset Allocation Analyst

    vor 2 Wochen

    Zürich, Zürich, Schweiz Swiss Re Vollzeit

    Are you looking to play an essential role in SwissRe's investment strategy and asset allocation process? Do you have strong experience in asset pricing & allocation models and have a flair for quantitative investment modeling? We are looking for your professional and personal experience, as well as high standards in terms of rigor and academic foundation to...

  • Lead Asset Allocation Analyst

    vor 2 Wochen

    Zürich, Zürich, Schweiz Swiss Re AG Vollzeit

    Location: Zurich, Zurich, CHLead Asset Allocation Analyst (hybrid - m/f/x/d)Are you looking to play an essential role in SwissRe's investment strategy and asset allocation process? Do you have strong experience in asset pricing & allocation models and have a flair for quantitative investment modeling? We are looking for your professional and personal...

  • Lead Asset Allocation Analyst

    vor 4 Wochen

    Zürich, Zürich, Schweiz Swiss Re AG Vollzeit

    Location: Zurich, Zurich, CHLead Asset Allocation Analyst (hybrid - m/f/x/d)Are you looking to play an essential role in SwissRe's investment strategy and asset allocation process? Do you have strong experience in asset pricing & allocation models and have a flair for quantitative investment modeling? We are looking for your professional and personal...

  • Lead Asset Allocation Analyst

    vor 4 Wochen

    Zürich, Zürich, Schweiz Swiss Re AG Vollzeit

    Location: Zurich, Zurich, CHLead Asset Allocation Analyst (hybrid - m/f/x/d)Are you looking to play an essential role in SwissRe's investment strategy and asset allocation process? Do you have strong experience in asset pricing & allocation models and have a flair for quantitative investment modeling? We are looking for your professional and personal...

  • Lead Asset Allocation Analyst

    vor 2 Wochen

    Zürich, Zürich, Schweiz Swiss Re AG Vollzeit

    Location: Zurich, Zurich, CHLead Asset Allocation Analyst (hybrid - m/f/x/d)Are you looking to play an essential role in SwissRe's investment strategy and asset allocation process? Do you have strong experience in asset pricing & allocation models and have a flair for quantitative investment modeling? We are looking for your professional and personal...

  • Senior Director Retail

    vor 2 Wochen

    Zürich, Zürich, Schweiz On AG Vollzeit

    ‹ Back to jobsSenior Director RetailLocation: ZurichApply for this roleRetail (office team)Retail (office team)In shortAs Retail Senior Director at On, you will be a key member of our global Commercial leadership team, reporting directly to the CCO. Your mission is to strategically oversee, expand and optimize On's retail network, overseeing daily...

  • Senior Director Retail

    vor 2 Monaten

    Zürich, Zürich, Schweiz On AG Vollzeit

    ‹ Back to jobsSenior Director RetailLocation: ZurichApply for this roleRetail (office team)Retail (office team)In shortAs Retail Senior Director at On, you will be a key member of our global Commercial leadership team, reporting directly to the CCO. Your mission is to strategically oversee, expand and optimize On's retail network, overseeing daily...

  • Director of SoC Architecture

    vor 1 Monat

    Zürich, Zürich, Schweiz IC Resources Vollzeit

    Our client, a renowned global technology giant is recruiting for a Director of SoC Architecture to join their expanding research facility in Zurich, Switzerland. This Research centre is at the heart of innovation for future computing systems. The Director of SoC Architecture will head up a team exploring new computing architectures for next generation...

  • Director of Creative Operations

    vor 2 Monaten

    Zürich, Zürich, Schweiz On AG Vollzeit

    ‹ Back to jobsDirector of Creative OperationsLocation: ZurichApply for this roleMarketingMarketingIn shortOur in-house Creative Studio brings On's incredible stories to life. As we continue to grow, we're in search of a Director of Creative Operations to join us, in Zurich. In this new role, you'll be leading our in-house Creative Studio team and will be...

  • Director of Creative Operations

    vor 2 Wochen

    Zürich, Zürich, Schweiz On AG Vollzeit

    ‹ Back to jobsDirector of Creative OperationsLocation: ZurichApply for this roleMarketingMarketingIn shortOur in-house Creative Studio brings On's incredible stories to life. As we continue to grow, we're in search of a Director of Creative Operations to join us, in Zurich. In this new role, you'll be leading our in-house Creative Studio team and will be...

  • Team Lead External Reinsurance Accounting

    vor 2 Wochen

    Zürich, Zürich, Schweiz Swiss Re Vollzeit

    Are you ready to lead a dynamic team shaping the future of reinsurance accounting? Join us as the Team Lead for External Reinsurance Accounting, where you'll manage a team responsible for policy/treaty administration, technical accounting, reconciliation, and settlement processes for Corporate Solutions' outwards reinsurance contracts. Your leadership will...

  • Team Lead External Reinsurance Accounting

    vor 2 Wochen

    Zürich, Zürich, Schweiz Swiss Re Vollzeit

    Are you ready to lead a dynamic team shaping the future of reinsurance accounting? Join us as the Team Lead for External Reinsurance Accounting, where you'll manage a team responsible for policy/treaty administration, technical accounting, reconciliation, and settlement processes for Corporate Solutions' outwards reinsurance contracts. Your leadership will...

  • Actuarial Consulting Services Lead

    vor 3 Wochen

    Zürich, Zürich, Schweiz MAZARS SA Vollzeit

    Actuarial Consulting Services Lead %)About this position Become part of our success story and shape the future of Mazars with us In our young, dynamic, and professional team a broad range of possibilities await you with the chance to build, expand and develop according to your own ideas and abilities. To enhance our growing financial services team, we are...

  • Actuarial Consulting Services Lead

    vor 2 Wochen

    Zürich, Zürich, Schweiz MAZARS SA Vollzeit

    Actuarial Consulting Services Lead %)About this position Become part of our success story and shape the future of Mazars with us In our young, dynamic, and professional team a broad range of possibilities await you with the chance to build, expand and develop according to your own ideas and abilities. To enhance our growing financial services team, we are...