UHNW Wealth Management Relationship Director

Deutsche Bank AG

Zürich

On-site

CHF 180,000 - 260,000

Full time

2 days ago
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Benefits offered by this job

Emotional well-being support
Physical health programs
Inclusive culture and collaboration
Financial security and retirement

Job summary

Deutsche Bank AG Wealth Management seeks a Relationship Manager to acquire and grow HNW/UHNW client relationships in Switzerland, focusing on cross‑selling and holistic wealth solutions. You will work with Investment Managers to plan and service clients, ensuring high standards and regulatory compliance.

The role requires deep knowledge of the Swiss private banking market, strong client networks, and the ability to manage multiple relationships with a strategic, growth-oriented mindset.

Qualifications

  • Master’s degree with a background in Finance preferable.
  • Certified Chartered Financial Analyst (CFA) or MBA is desirable.

Responsibilities

  • Identify, develop, acquire and maintain HNW/UHNW clients and institutional investors.
  • Increase share of wallet and assets under management.
  • Manage Net New Assets creation and revenue on the books.
  • Balance client relationships with prospecting, investment growth and compliance.
  • Collaborate with product and support functions to deliver value propositions.
  • Recommend suitable investment products, credit solutions and services.
  • Maintain and document client meetings and calls for KYC and compliance.

Skills

Mastery in finance
Client relationship management
Business development
Sales skills
English fluency
Regulatory knowledge
Communication skills

Education

Master’s in Finance
CFA or MBA desirable

Job description

Deutsche Bank AG Wealth Management seeks a Relationship Manager to acquire and grow HNW/UHNW client relationships in Switzerland, focusing on cross‑selling and holistic wealth solutions. You will work with Investment Managers to plan and service clients, ensuring high standards and regulatory compliance.

The role requires deep knowledge of the Swiss private banking market, strong client networks, and the ability to manage multiple relationships with a strategic, growth-oriented mindset.

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