Description
You are a Relationship Manager, the primary point of contact for clients to access the entire suite of wealth management capabilities and solutions offered by Deutsche Bank Wealth Management.
Your key responsibilities:
- Identify, develop and maintain HNW/UHNW relationships.
- Increase wallet share/AuM by undertaking a business development, sales or relationship management approach as appropriate.
- Be responsible for the overall Net New Assets creation and revenue generation on the respective books in a scalable and efficient way.
- Balance client relationship, prospect building, investment growth, administrative compliance, personal growth and development on a day-to-day and longer-term basis.
- Plan and manage resources (time, budget) to run an optimal business.
- Recommend investment products and services that are suitable for clients based on their objectives, resources, time, horizon, risk profile and preferences.
- Review client portfolios periodically to ensure the portfolio performance is aligned with clients’ investment objective and risk profile.
- Partner with Investment Managers in covering clients to discuss/manage financial goals, risk tolerance, research/analyse market conditions, provide bank views of various investment types, recommend asset allocation and provide explanation on how they benefit/hinder investment objectives.
- Act as the Accountable Client Owner with responsibility for all AML aspects of the client relationship; including KYC and account behaviour.
- Establish and maintain relationships with the management teams and inform management of any circumstances that require supervisory attention/review/approval.
- Work in close co-operation with other coverage, product and support functions to deliver DB’s value proposition, leveraging also other DB divisions where possible.
- Actively support the business / growth strategy, plans and values, new products and services, contributing to the achievement of a high performing team.
- Participate in relevant client social events as well as in PR and other marketing activities.
You have:
- Masters degree with a background in Finance preferably
- Certified Chartered Financial Analyst (CFA) or Master of Business Administration (MBA) is desirable
- Fluency in English is a prerequisite
- At least 10-12 years industry experience
- Excellent communication and collaboration skills
- Client-oriented, solution-oriented and able to work in a high paced environment under pressure
- Superior investment acumen and solid network of clients in the target coverage market is required
- Good understanding of Governing Regulatory Framework
- Strong Collaboration skills and excellent communication skills with a positive approach
- Professional integrity
- Ability to manage resources and allocate them for most effective use
- Willing and able to develop other staff
You can expect:
- Life Insurance
- Accidental Death Insurance
- Permanent Partial Disability Insurance
- Private Medical Insurance for you, your spouse and dependent children
- Flexible working arrangements
- 30 days of annual paid leave, plus public holiday & Flexible Working Arrangement
- DB contributions to DIFC Employee Workplace Savings (DEWS)