UHNW Wealth Relationship Director

Deutsche Bank; Zürich; On-site; CHF 120,000 - 160,000; Full time

Job summary

Deutsche Bank Wealth Management seeks a Relationship Manager to serve as the primary contact for HNW/UHNW clients, acquiring new assets and expanding existing relationships. You will work closely with Investment Managers to plan and service client portfolios, delivering bespoke wealth solutions.

You will build enduring client relationships, navigate regulatory requirements, and participate in client events and marketing activities to support Deutsche Bank's growth strategy in the Swiss market.

Qualifications

• Master's degree with a background in Finance.
• Experience in wealth management or relationship management with HNW/UHNW clients.
• Ability to acquire assets and grow client relationships.

Responsibilities

• Identify, develop, acquire and maintain HNW/UHNWIs, Entrepreneurs, Single/Multi Family Office and institutional investors.
• Increase share of wallet / Assets under Management by pursuing business development and relationship management.
• Responsible for Net New Assets creation and revenue generation on the respective books.
• Balance client relationship, prospecting, investment growth and compliance on a daily basis.
• Plan and manage resources to run an optimal business.
• Collaborate with coverage, product and support functions to deliver Deutsche Bank's value proposition.
• Recommend investment products and services aligned with client objectives and risk profile.
• Review client portfolios to ensure alignment with investment objectives.

Skills

Relationship management

Business development

KYC compliance

Client portfolio review

Strategic planning

Cross-functional collaboration

Sales skills

Communication skills

Education

Master's degree in Finance

Job description

Deutsche Bank Wealth Management seeks a Relationship Manager to serve as the primary contact for HNW/UHNW clients, acquiring new assets and expanding existing relationships. You will work closely with Investment Managers to plan and service client portfolios, delivering bespoke wealth solutions.

You will build enduring client relationships, navigate regulatory requirements, and participate in client events and marketing activities to support Deutsche Bank's growth strategy in the Swiss market.