Private Wealth RM – Global SA & Africa

Deutsche Bank (Schweiz) SA; Zürich; Vor Ort; CHF 120.000 - 180.000; Vollzeit

Benefits dieser Stelle

Mental health support

Physical health programs

Collaborative culture

Financial security benefits

Zusammenfassung

Deutsche Bank (Schweiz) SA seeks a Relationship Manager in Zürich to lead private banking relationships. You will acquire new clients and assets, collaborate with Investment Managers, and provide holistic wealth management solutions while ensuring regulatory compliance.

The role emphasizes cross-border client engagement and strong client service. Responsibilities include origination, maintaining client loyalty, and managing AML/KYC aspects within a compliant framework.

Qualifikationen

• Minimum 3 years of experience as a Relationship Manager at director level.
• Experience with Global South Asia/NRIs and developing client base.
• Familiarity with banking regulations, AML/KYC and cross-border rules.

Aufgaben

• Develop and maintain a holistic client relationship across wealth management offerings.
• Acquire new clients and assets, expanding long-term relationships.
• Advise clients within regulatory frameworks and monitor client-impacting initiatives.
• Identify lending/financing opportunities and involve lending specialists as needed.
• Own Know Your Client and AML controls for client relationships.
• Uphold professional, legal and ethical standards and manage reputational risk.

Kenntnisse

Relationship Management

Client Acquisition

Regulatory Compliance

Cross-Border Banking

Communication Skills

Ausbildung

Master’s degree in relevant field

Jobbeschreibung

Deutsche Bank (Schweiz) SA seeks a Relationship Manager in Zürich to lead private banking relationships. You will acquire new clients and assets, collaborate with Investment Managers, and provide holistic wealth management solutions while ensuring regulatory compliance.

The role emphasizes cross-border client engagement and strong client service. Responsibilities include origination, maintaining client loyalty, and managing AML/KYC aspects within a compliant framework.