Relationship Manager C&EE (F/M/X), Director
Core
Primary point of contact for Swiss (U)HNW clients, Entrepreneurs, Family Offices, and institutional investors to access Deutsche Bank's wealth management capabilities.
Role type
Senior IC Relationship Manager (Wealth Management)
Builds
Bespoke wealth planning, asset management, loans, and deposits for high-net-worth individuals and institutions.
Domain
Private Banking / Wealth Management / Swiss & Central & Eastern Europe (Poland focus)
Deliverable
client delivery
Required skills
HNW/UHNWI client acquisition and retention, Net New Assets generation, portfolio review and rebalancing, AML/KYC compliance, resource planning, investment product recommendation, market analysis, regulatory framework knowledge
Preferred skills
CFA or MBA, fluency in Polish, deep knowledge of Swiss private banking market, superior investment acumen, strong client network in target markets
Technologies
None stated
Responsibilities
Identify, develop, acquire and maintain HNW/UHNWIs, Entrepreneurs, Single/Multi Family Office and institutional investors; Increase share of wallet /Assets under Management; Responsible for overall Net New Assets creation and revenue generation; Balance client relationship, prospect building, investment growth, administrative compliance, personal growth and development; Plan and manage resources (time, budget) to run an optimal business; Recommend investment products, credit solutions and services suitable for clients; Review client portfolios periodically to ensure alignment with investment objectives and risk profile; Act as Accountable Client Owner with responsibility for all AML aspects including KYC; Document quality notes in Call Reports after prospect/client calls/meetings
Seniority
Senior, hands-on IC