VP, Wealth Management Specialist, Swiss

For over 150 years, our dedication to being the Global Hausbank for our clients has been driven by our people – in around 60 countries and 
across more than 150 nationalities. Their deep understanding, insights, expertise, and passion help our clients navigate an increasingly complex 
world – be it in our Corporate Bank, our Private Bank, our Investment Bank or our Asset Management division. 

If you are motivated to take the initiative and collaborate with colleagues across the world; if you want to be part of a community where you can 
grow, both professionally and personally – then join our team. 
Together we can make a great impact for our clients home and abroad, securing their lasting success and financial security.

About the role and the team

The Private Banking operation is a core component of Deutsche Bank and provides access to the full range of the firm’s services. As a global, multi-jurisdictional Private Bank, we offer dedicated and holistic solutions to (Ultra) High-Net-Worth Individuals. With our superior lending, FX and fixed income capabilities combined with full transparent access to global markets as well as deep institutional research and industry insights, we have a strong position as a bank for family entrepreneurs.  

As a Relationship Manager of the German Speaking Part of Switzerland team you are responsible to acquire new clients, build a book and serve the acquired clients from a Wealth Management and broader banking perspective. You are part of a highly dynamic team and play an instrumental role in executing our growth strategy targeting Swiss (U)HNW clients (onshore), Single/Multi Family Offices, Foundations and Pension Funds.

Key Responsibilities

• Acquire new banking relationships with Swiss HNW/UHNWIs, Single/Multi Family Offices, Foundations and Pension Funds

• Gather information about target clients and build a high-quality pipeline

• Ensure a smooth client on-boarding experience in terms of legal and compliance requirements and collaborate closely with your Client Service Executives and any other internal support functions

• Prepare meetings and/or calls with clients and prospective clients to discuss our holistic private banking offering

• Actively involve dedicated Investment Advisors and other product specialists if applicable

• Only offer products and services which are in-line with the client’s suitability assessment and regulatory environment

• Participate in Target Setting process to ensure any financial goals are achievable and met by the end of the assessment period

• Ensure proper recording of relevant data in our IT system

Required Profile

• Bachelor’s or Master’s degree (ideally in business administration, finance or economics)

• 7 to 10 years of financial services experience as a Relationship Manager, preferably in the HNW/UHNWI segment

• Sound understanding of the Swiss private banking market as well as the current business, economic and political developments

• Complete understanding and adherence to regulatory requirements in marketing the Private Bank’s products and services

• Distinguished sales and marketing abilities

• Strong and natural interest in financial markets

• Excellent problem-solving skills

• Ability to work under pressure in a vibrant environment and dealing with multiple requests at the same time

• Strong numerical capabilities, quick and ambitious learner

• Fluency in German and English (written and spoken)

• Good skills in Excel, PowerPoint and Word

How you will lead

• In your role as a Relationship Manager, you are expected to interact with various stakeholders within Deutsche Bank (Suisse) SA

• You communication style with all involved stakeholders is always precise, transparent, honest and respectful

• The most regular interactions take place with the Account Managers (AM). Therefore, a well-functioning cooperation with this stakeholder group is essential for operational excellence and business success

• There is also regular collaboration with the Investment Managers (IM). The candidate is expected to involve the IMs at an early stage and understands exactly what the customer is asking for on the investment side

• Inquiries from any other stakeholders such as HR, Legal & Compliance must be processed within one working day

Well-being & Benefits

• Emotionally and mentally balanced
  We support you in dealing with life crises, maintaining stability through illness, and maintaining good mental health

• Physically thriving
  We support you managing your physical health by taking appropriate preventive measures and providing a workplace that helps you thrive

• Socially connected
  We strongly believe in collaboration, inclusion and feeling connected to open up new perspectives and strengthen our self confidence and well being

• Financially secure
  We support you to meet personal financial goals during your active career and for the future

We strive for a Culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively. Together we share and celebrate the successes of our people. 

Together we are Deutsche Bank. 

We welcome applications from all people and promote a positive, fair and inclusive work environment.

We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively.

Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group.

We welcome applications from all people and promote a positive, fair and inclusive work environment.