Junior Relationship Manager

Deutsche Bank; Zürich; On-site; CHF 90,000 - 130,000; Full time

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

Job Description:

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 client's home and abroad, securing their lasting success and financial security.

Deutsche Bank Wealth Management is one of the largest Wealth managers worldwide offering a broad range of traditional and alternative investment solutions, as well as comprehensive client advice on all aspects of Wealth Management.

As a Junior Relationship Manager, you will support the growth of our Wealth Management franchise in Zurich by managing and developing client relationships, delivering tailored wealth management solutions and contributing to business development initiatives. You will work closely with Investment Managers, Lending Specialists and Product Partners to provide holistic client experience and drive sustainable business growth.

Responsibilities

• Manage and develop relationships with HNW and UHNW clients, acting as a trusted advisor and primary point of contact across the Wealth Management offering.
• Drive acquisition of new clients and assets under management by identifying client needs, deepening relationships and expanding wallet share.
• Collaborate with Investment Managers, Lending Specialists and Product Partners to deliver tailored investment, lending and wealth planning solutions.
• Coordinate onboarding, periodic reviews and ongoing client lifecycle activities in partnership with KYC, AFC and operational teams.
• Act as Accountable Client Owner, ensuring compliance with regulatory, AML and risk management requirements.
• Represent Deutsche Bank through client events, networking activities and market initiatives, supporting a consistent and high-quality client experience.

Skills

• Several years of experience in Private Banking, Wealth Management or a comparable client-facing financial services environment, with proven exposure to HNW and UHNW clients.
• Strong understanding of wealth management products, investment solutions, lending, wealth planning and financial markets.
• Commercial mindset and strong relationship management skills, with the ability to identify, develop and convert business opportunities.
• Good knowledge of client lifecycle, KYC, regulatory and risk requirements applicable to Swiss Wealth Management.
• Excellent interpersonal and communication skills, with the ability to build trust with clients and internal stakeholders.
• Proven ability to leverage AI tools to enhance productivity, optimize workflows and solve business problems, while applying critical judgment to ensure responsible and ethical use of data and AI outputs.
• Bachelor's degree or equivalent qualification; CFA, MBA or other advanced qualifications are advantageous. Fluency in English is required; Polish is a significant asset, while German is considered a nice add-on.

Well-being & Benefits

Emotionally and mentally balanced

We support you in maintaining good mental health. Benefit from initiatives such as training, counseling and a culture where you can openly speak about well-being.

Physically thriving

We support you in managing your physical health through preventive initiatives and a supportive working environment.

Socially connected

We believe in collaboration, inclusion and building strong connections to broaden perspectives and strengthen confidence and well-being.

Financially secure

We support you in achieving your financial goals during your career and beyond.

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.

Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group.

We welcome applications from all people and promote a positive, fair and inclusive work environment.