Description
The Relationship Manager works with the Wealth Management Senior Lead to meet agreed sales and revenue targets. The role involves generating detailed client and product knowledge, market knowledge, and cultivating client relationships to generate sales opportunities.
Responsibilities:
- Identify, develop, and maintain High Net Worth (HNW) and Ultra High Net Worth (UHNW) relationships.
- Increase wallet share and Assets under Management (AuM) through business development, sales, or relationship management approaches.
- Create Net New Assets and generate revenue on the respective books in a scalable and efficient way.
- Balance client relationships, prospect building, investment growth, administrative compliance, and personal growth and development.
- Plan and manage resources to run an optimal business.
- Recommend investment products and services suitable for clients based on their objectives, resources, time horizon, risk profile, and preferences.
- Review client portfolios periodically to ensure alignment with clients' investment objectives and risk profiles.
- Partner with Investment Managers to cover clients, discuss financial goals, risk tolerance, and market conditions, and provide bank views on various investment types.
- Act as the Accountable Client Owner with responsibility for Anti-Money Laundering (AML) aspects of the client relationship.
- Establish and maintain relationships with management teams and inform management of any circumstances requiring supervisory attention.
- Work closely with other coverage, product, and support functions to deliver Deutsche Bank's value proposition.
- Actively support the business growth strategy, plans, and values, and contribute to achieving a high-performing team.
- Participate in relevant client social events and marketing activities.
Skills:
- Master's degree in Finance (preferable)
- Certified Chartered Financial Analyst (CFA) or Master of Business Administration (MBA) (desirable)
- Fluency in English (prerequisite)
- At least 10-12 years of 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 a solid network of clients in the target coverage market
- Good understanding of the Governing Regulatory Framework
- Strong collaboration skills and excellent communication skills with a positive approach
- Professional integrity
- Ability to manage resources and allocate them effectively
- Willingness and ability to develop other staff
Wellbeing and Benefits:
- Opportunity for personal and professional development within a collaborative team in an international environment.
- Support for emotional and mental balance, physical health, and social connections.
- Flexible working arrangements, including hybrid working.
- Training and development opportunities.
- Flexible benefits that can be tailored to individual needs.