Director, UHNW Relationship Management – Brazil

Deutsche Bank; Zürich; Vor Ort; CHF 110.000 - 150.000; Vollzeit

Benefits dieser Stelle

Employee Assistance Programme

Wellbeing Initiatives

Hybrid Work Model

Zusammenfassung

A leading global financial institution is seeking a Relationship Manager, Director to handle UHNW clients, particularly in the Brazilian market. This role entails developing and maintaining significant client relationships while providing tailored investment advice. The ideal candidate has a Master’s degree in Finance, impeccable communication skills, and a minimum of 10-12 years of industry experience. The position encompasses business development, compliance management, and collaboration with various departments, all aimed at enhancing client satisfaction and financial growth.

Qualifikationen

• Minimum 10-12 years of experience covering Brazilian UHNW clients.
• Strong investment knowledge and client network.
• Ability to work under pressure in a fast-paced environment.

Aufgaben

• Identify and maintain HNW/UHNW client relationships.
• Generate revenue through business development strategies.
• Provide suitable investment recommendations based on client profiles.
• Review client portfolios to align with investment objectives.
• Ensure compliance with regulatory requirements and AML.

Kenntnisse

Finance Background

CFA or MBA Certification

Fluency in English and Portuguese

Industry Experience with UHNW clients

Excellent Communication Skills

Client-oriented

Investment Acumen

Regulatory Understanding

Positive Collaboration Skills

Integrity

Ausbildung

Master's degree in Finance

CFA or MBA

Jobbeschreibung

A leading global financial institution is seeking a Relationship Manager, Director to handle UHNW clients, particularly in the Brazilian market. This role entails developing and maintaining significant client relationships while providing tailored investment advice. The ideal candidate has a Master’s degree in Finance, impeccable communication skills, and a minimum of 10-12 years of industry experience. The position encompasses business development, compliance management, and collaboration with various departments, all aimed at enhancing client satisfaction and financial growth.