# Relationship Manager

**Company**: Deutsche Bank
**Location**: Geneva
**Work arrangement**: hybrid
**Experience**: senior
**Job type**: full-time
**Category**: Finance
**Industry**: Finance

**Apply**: https://db.wd3.myworkdayjobs.com/en-US/DBWebsite/job/Geneva-Place-des-Bergues-3/Director--Relationship-Manager-Geneva--CE-_R0426863-1?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_50c4bf79-dcd

## Description

Deutsche Bank's Wealth Management business is one of the largest wealth managers worldwide, offering a broad range of traditional and alternative investment solutions to wealthy individuals and entrepreneurs, family offices and foundations. As a trusted partner, they create lasting value for clients through bespoke solutions, wealth planning, asset management, loans, and deposits.

As a Relationship Manager, you will be 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 responsibilities will include:

- Identifying, developing, acquiring, and maintaining High Net Worth and Ultra High Net Worth Individuals, entrepreneurs, single/multi-family offices, and institutional investors

- Increasing share of wallet/assets under management through business development, sales, or relationship management approaches

- Creating net new assets and generating revenue on the respective books in a scalable and efficient way

- Balancing client relationships, prospect building, investment growth, administrative compliance, and personal growth and development

- Planning and managing resources to run an optimal business

- Collaborating with other coverage, product, and support functions to deliver Deutsche Bank's value proposition

- Recommending investment products, credit solutions, and services suitable for clients based on their objectives, resources, time horizon, risk profile, and preferences

- Reviewing client portfolios periodically to ensure alignment with clients' investment objectives and risk profiles

- Partnering with Investment Managers to cover clients and discuss/manage financial goals, risk tolerance, and market conditions

- Acting as the Accountable Client Owner with responsibility for all AML aspects of the client relationship

- Establishing and maintaining relationships with management teams and informing management of any circumstances requiring supervisory attention

- Actively supporting the business/growth strategy, plans, and values

- Participating in relevant client social events, PR, and marketing activities

- Timely following up on key risk indicators and completing periodic KYC reviews

- Maintaining awareness of local compliance and regulatory requirements

- Documenting quality notes in Call Reports after client calls/meetings

- Building and maintaining existing client relationships

The ideal candidate will have:

- A Master's degree with a background in Finance, preferably with a Certified Chartered Financial Analyst (CFA) or Master of Business Administration (MBA)

- At least 10-12 years of financial services experience as a Client Relationship Manager

- Fluency in German and English

- Credible financial services experience in the HNW/UHNWI segment

- Sound understanding of the Swiss private banking market and current business, economic, and political developments

- Strong interest in financial markets

- 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 for most effective use

- Willingness to develop other staff

- Proven ability to leverage AI tools to enhance productivity and optimize workflows

Benefits include:

- Support for maintaining good mental health

- Initiatives for physical health, such as online yoga classes and standing desks

- Hybrid working model and different types of leave

## Skills

### Required
- Finance
- Investment Management
- Client Relationship Management
- German
- English
- CFA
- MBA

### Nice to have
- Swiss private banking market
- Financial markets
- Regulatory framework
- AI tools

---

Source: [Apply at db.wd3.myworkdayjobs.com](https://db.wd3.myworkdayjobs.com/en-US/DBWebsite/job/Geneva-Place-des-Bergues-3/Director--Relationship-Manager-Geneva--CE-_R0426863-1?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)