Dach Team Rm Avp 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, 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**:

- Develop, manage and maintain overall relationship with clients, providing a holistic client experience
- Support Senior Relationship Managers in managing complex client relationships with most sophisticated investors across DB IPB’s entire suite of solutions
- Develop new business with new and existing clients, spending a great proportion of time focused on bringing in new clients and new assets (prospecting), building and sustaining long-term relationships
- Work as a team with the relevant in-house product specialists, e.g. the Investment Managers to build deeper client relationships
- Take full ownership for all day-to-day tasks in 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
- Perform continuous market analysis to identify potential client leads and opportunities
- 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 transaction monitoring
- 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 social events as well as in other marketing activities
- Uphold the team’s operating rhythm (e.g. regular prospect review, pipeline review, account planning, etc.), leading by example and demonstrating role-model behavior
- 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
- 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 and collaboration skills
- Superior investment acumen
- First experience in working with sophisticated, complex UHNWI clients
- Have a good understanding of the governing regulatory framework (e.g. MiFID II, etc.), including but not limited to applicable confidentiality / secrecy / data protection regulations and cross border rules where relevant; work experience in Swiss Private Banking clearly a plus
- Professional integrity
- Self-starter
- Master degree in a relevant field of science (e.g. Accounting & Finance) from a Top-Tier University
- Fluency (written and oral) in German and English is required; other languages are a plus

**SUMMARY**:
Deutsche Bank intends to hire a highly accomplished, skilled and motivated Junior Relationship Manager to support the Senior Relationship Managers within the team as well as to manage own client relationships independently, taking full ownership and accountability.

Our values define the working environment we strive to create - diverse, supportive and w

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