Deutsche Bank Group

Wealth Management

RelationshipManagerC&EE(F/M/X)

Switzerland FULL TIME Remote Friendly
The Brief

“Relationship Manager C&EE (F/M/X) at Deutsche Bank Group. Skills: Relationship management, Client acquisition, Client retention, Customer loyalty, Portfolio profitability, Sustainable growth, Client value creation, Financial and investment strategies, Cross-selling opportunities. Build, develop, and manage long-term relationships with WM clients. Driving acquisition, retention, and customer loyalty”

What You'll Achieve.

Profitable growth of the wealth management client portfolio; Client satisfaction; Portfolio profitability; Sustainable growth; Maximize client value creation; New client acquisition; Increased share of wallet

Industry & Context.

Wealth Management
Eligibility Requirements

Willingness to travel regionally

What They're Looking For.

Must Have

Minimum 5 years of experience working with (ultra) high net worth individuals, Minimum 10 years of overall industry experience, Very good command of English

Nice to Have

Other C &EE languages will be added value, especially Czech

What You'll Do.

and manage long-term relationships with WM clients

Take overall responsibility for client satisfaction

portfolio profitability

and sustainable growth

Deliver comprehensive

personalized relationship management to maximize client value creation

Advise clients through tailored financial and investment strategies based on their goals

and market conditions

Identify and address client needs through effective use of bank products and cross-selling opportunities

Expand client relationships by connecting clients to relevant areas across the bank

Grow the client portfolio through new client acquisition

increased share of wallet

and structured sales initiatives in collaboration with Investment Managers

Maintain high service quality standards

Ensure compliance with internal policies

and regulatory requirements

Stay up to date with banking products

Supervise related administrative and business management activities

How You'll Work.

Team & Collaboration

Expand client relationships by connecting clients to relevant areas across the bank; Grow the client portfolio through new client acquisition, increased share of wallet, and structured sales initiatives in collaboration with Investment Managers

Communication Scope

High ability to communicate; Good interpersonal skills

Free ATS check

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