Relationship Manager, Director (Geneva)

For over 150 years, our dedication to being the Global Hausbank for our clients has been driven by our people – in around 60 countries and across more than 150 nationalities. Their deep understanding, insights, expertise, and passion help our clients navigate an increasingly complex world – be it in our Corporate Bank, our Private Bank, our Investment Bank or our Asset Management division. Together we can make a great impact for our clients home and abroad, securing their lasting success and financial security.  

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. This is achieved by working in close partnership with the Investment Manager (IM) in the day-to-day planning and servicing for the client. You are responsible for acquiring new clients - who 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.

Responsibilities

• Identify, develop and maintain HNW/UHNW relationships.

• Increase wallet share/AuM by undertaking a business development, sales or relationship management approach as appropriate.

• Responsible for the overall Net New Assets creation and revenue generation on the respective books in a scalable and efficient way.

• Balance client relationship, prospect buiding, investment growth, administrative compliance, personal growth and development on a day-to-day and longer-term basis.

• Plan and manage resources (time, budget) to run an optimal business.

• Recommend investment products and services that are suitable for clients based on their objectives, resources, time, horizon, risk profile and preferences.

• Review client portfolios periodically to ensure the portfolio performance is aligned with clients’ investment objective and risk profile.

• Partner with IMs in covering clients to discuss/manage financial goals, risk tolerance, research/analyze market conditions, provide bank views of various investment types, recommend asset allocation and provide explanation on how they benefit/hinder investment objectives.

• Act as the Accountable Client Owner with responsibility for all AML aspects of the client relationship; including KYC and account behavior.

• Establish and maintain relationships with the management teams and informing management of any circumstances that require supervisory attention/review/approval.

• 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, new products and services, contributing to the achievement of a high performing team.

• Participate in relevant client social events as well as in PR and other marketing activities.

Skills

• Masters degree with a background in Finance preferable

• Certified Chartered Financial Analyst (CFA) or Master of Business Administration (MBA) is desirable  

• Fluency in English is a prerequisite

• At least 10-12 years industry experience

• Excellent communication and collaboration skills

• Client-oriented, solution-oriented and able to work in a high paced environment under pressure

• Superior investment acumen and solid network of clients in the target coverage market is required

• Good understanding of Governing Regulatory Framework

• Strong Collaboration skills and excellent communication skills with a positive approach

• Professional integrity

• Ability to manage resources and allocate them for most effective use

• Willing and able to develop other staff

Well-being & Benefits

Emotionally and mentally balanced: We support you in maintaining good mental health. Benefit from initiatives such as training events, counseling and support in difficult life situations and a culture where you can openly speak about mental health. Reach out to our Employee Assistance Programme or Mental Health First Aiders (MHFA).​

Physically thriving: We support you managing your physical health by taking appropriate preventive measures and providing a workplace that helps you thrive. We offer online yoga classes, standing desks, and promote healthier ways of working via LearningHUB and wellbeing initiatives.

Socially connected: We strongly believe in collaboration, inclusion and feeling connected to open new perspectives and strengthen our self-confidence and well-being. Our local benefits vary from different types of leave, and a hybrid working model.

We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively.