Director, Lead Salesperson, EE, Swiss

vor 3 Wochen

Zürich, Schweiz 0877 Deutsche Bank (Suisse) SA Vollzeit

Description

:

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.

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