Aspiring Wealth Relationship Manager – Zurich

Deutsche Bank

Zürich

On-site

CHF 90,000 - 130,000

Full time

2 days ago

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Benefits offered by this job

Well-being initiatives

Training & counseling

Inclusive culture

Job summary

Deutsche Bank Wealth Management in Zurich seeks a Junior Relationship Manager to grow the wealth franchise. You will manage and develop client relationships, deliver tailored wealth management solutions, and work with Investment Managers, Lending Specialists and Product Partners to provide holistic client experiences.

You will coordinate onboarding, periodic reviews, and client lifecycle activities with KYC and operations teams, acting as a trusted advisor while ensuring regulatory compliance

Qualifications

Several years of experience in Private Banking or Wealth Management with HNW/UHNW clients.
Strong knowledge of wealth products, lending, and wealth planning.
Excellent relationship management and communication skills.

Responsibilities

Manage and develop relationships with HNW/UHNW clients as trusted advisor.
Drive client acquisition and asset growth by expanding wallet share.
Coordinate onboarding, reviews, and lifecycle activities with KYC and operations.
Collaborate with Investment Managers and Product Partners to deliver solutions.
Ensure compliance with regulatory and risk management requirements.

Skills

HNW & UHNW client relationships

Wealth management products

Relationship management

KYC / regulatory awareness

English fluency

Education

Bachelor's degree or equivalent

CFA / MBA advantageous

Job description

You will coordinate onboarding, periodic reviews, and client lifecycle activities with KYC and operations teams, acting as a trusted advisor while ensuring regulatory compliance

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