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 clients home and abroad, securing their lasting success and financial security.
Based in Zurich, the Senior VP Originator / Relationship Manager is responsible for strategically growing Deutsche Bank Wealth Management’s Germany International franchise, with a strong focus on sophisticated HNW and UHNW individuals, entrepreneurs, family offices and foundations. The role combines senior relationship ownership with a clear origination mandate and leverages an established German client and introducer network to acquire new relationships, deepen share of wallet and deliver sustainable growth. Acting as a trusted adviser, the Senior VP develops holistic, bespoke solutions and connects clients with relevant capabilities across Wealth Management and the wider bank.
Responsibilities
- Originate and acquire new HNW and UHNW client relationships for the Germany International franchise, leveraging a strong network of clients, prospects, entrepreneurs, family offices and professional introducers.
- Build, develop and manage long-term client relationships, taking overall responsibility for client satisfaction, retention, portfolio profitability and sustainable growth.
- Deliver revenues, net new assets and net new lending in line with the firm’s strategy and targets, while increasing share of wallet across existing relationships.
- Provide holistic, personalised advice and tailored solutions across investments, discretionary portfolio management, lending and financing, wealth and succession planning, based on clients’ objectives, risk profiles and circumstances.
- Proactively identify complex cross-border and financing opportunities and coordinate Investment Managers, Lending specialists and other product experts to deliver integrated client solutions.
- Connect clients to relevant capabilities across Wealth Management, Corporate Bank, Investment Bank and Asset Management, delivering the full value of the Global Hausbank proposition.
- Strengthen connectivity between the Zurich and German platforms and stay ahead of market trends, client developments and opportunities relevant to the Germany International client base.
- Act as the primary point of contact and Accountable Client Owner, ensuring high service standards and full adherence to KYC/AML, conduct, risk management and applicable regulatory requirements.
Skills
- Substantial wealth management and private banking experience, with a strong track record of advising HNW and UHNW individuals, entrepreneurs, family offices and foundations.
- Proven senior-level origination capabilities in the German market, including the ability to attract new HNW/UHNW relationships directly from an established client and introducer network.
- Demonstrated success in delivering sustainable growth in revenues, net new assets and lending, together with a strong sales and performance orientation.
- Deep understanding of sophisticated HNW/UHNW client needs and strong investment, financing and wealth-planning insight, including experience with international and cross-border client situations.
- Strong knowledge of the German wealth management market and a sound understanding of the Swiss financial centre and relevant regulatory framework.
- Entrepreneurial and proactive mindset, with clear and structured working methods, sound judgement and the ability to perform effectively in a demanding environment.
- Strong risk awareness and a consistent record of operating within professional, legal, ethical and regulatory standards, including KYC/AML and reputational risk requirements.
- Exceptional communication, interpersonal and collaboration skills, with the ability to build trusted senior relationships and work effectively across product teams, booking centres and business divisions.
- Very good command of German and English and willingness to travel as required across the Germany International market.
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.
- Physically thriving: We support you managing your physical health by taking appropriate preventive measures and providing a workplace that helps you thrive.
- Socially connected: We strongly believe in collaboration, inclusion and feeling connected to open up new perspectives and strengthen our self-confidence and well-being.
- Financially secure: We support you to meet personal financial goals during your active career and for the future.
- 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.
- 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 (DWS) division.
- Together we can make a great impact for our clients at home and abroad, securing their lasting success and financial security.
More information
More information at: Deutsche Bank Careers (db.com)