Relationship Manager Geneva (CE)

About the role

Deutsche Bank's Wealth Management business is one of the largest wealth managers worldwide, offering traditional and alternative investment solutions and advice to wealthy individuals, entrepreneurs, family offices and foundations. As a Relationship Manager in Geneva, you are the primary point of contact for clients accessing the full suite of wealth management solutions, working closely with the Investment Manager on daily planning and servicing. You are responsible for acquiring new clients and assets and growing existing relationships, within a team focused on Swiss UHNW clients, entrepreneurs, single/multi-family offices and institutional investors.

Key responsibilities

• Identify, develop, acquire and maintain HNW/UHNWIs, entrepreneurs, family offices and institutional investors.
• Increase share of wallet and assets under management through business development, sales or relationship management approaches.
• Own net new assets creation and revenue generation on the respective books.
• Recommend investment products, credit solutions and services suited to each client's objectives, resources, risk profile and preferences.
• Review client portfolios periodically and partner with Investment Managers on goals, risk tolerance, market analysis and asset allocation.
• Act as Accountable Client Owner for AML aspects, including KYC and account behaviour, and report to management on matters requiring supervisory review.
• Manage resources (time and budget), follow up on key risk indicators, document quality notes in call reports and support the business growth strategy and marketing activities.

Required profile

• At least 10-12 years of financial services experience as a Client Relationship Manager, preferably in the HNW/UHNWI segment.
• Fluency in German and English is a prerequisite.
• Master's degree in finance preferred; CFA or MBA desirable.
• Sound understanding of the Swiss private banking market and strong client network in the target coverage area.

Required skills

• Excellent communication and collaboration skills, client-oriented and able to work under pressure.
• Ability to manage resources, develop other staff and leverage AI tools responsibly.
• Knowledge of the governing regulatory framework and local compliance requirements.

What we offer

• Employee assistance program and mental health support.
• Online yoga classes, standing desks and wellbeing initiatives.
• Different types of leave and a hybrid working model.