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Relationship Manager, Middle East - Dir/MD

db · Dubai

جديد
Senior 🇬🇧 English

وصف الوظيفة

About the role

As a Relationship Manager for the Middle East, you are the primary point of contact for clients accessing the full suite of wealth management solutions offered by Deutsche Bank Wealth Management. You work closely with the Investment Manager on day-to-day planning and servicing, acquire new clients and grow existing relationships while delivering a high-standard client experience.

Key responsibilities

  • Identify, develop and maintain HNW/UHNW relationships and increase wallet share and assets under management through business development, sales or relationship management approaches.
  • Drive net new assets creation and revenue generation on the assigned books in a scalable and efficient way.
  • Balance client relationships, prospect building, investment growth, compliance and personal development, and plan and manage time and budget resources.
  • Recommend suitable investment products and services based on each client's objectives, resources, time horizon, risk profile and preferences.
  • Review client portfolios regularly so performance stays aligned with objectives and risk profile.
  • Partner with Investment Managers to discuss financial goals, risk tolerance, market analysis, asset allocation and how investments help or hinder objectives.
  • Act as Accountable Client Owner for AML aspects, including KYC and account behaviour.
  • Maintain relationships with management teams and report circumstances needing supervisory review or approval.
  • Work with coverage, product and support functions, support the business growth strategy and take part in client events and marketing activities.

Required profile

  • Masters degree, preferably in Finance.
  • Certified Chartered Financial Analyst (CFA) or MBA desirable.
  • At least 10-12 years of industry experience.
  • Fluency in English is a prerequisite.
  • Superior investment acumen and a solid network of clients in the target coverage market.
  • Good understanding of the governing regulatory framework.

Required skills

  • Excellent communication and collaboration skills.
  • Ability to work in a fast-paced environment under pressure.
  • Resource management and ability to develop other staff.

What we offer

  • Life insurance, accidental death insurance and private medical insurance for you, your spouse and dependent children.
  • Flexible working arrangements and 30 days of annual paid leave plus public holidays.
  • DB contributions to the DIFC Employee Workplace Savings scheme.

Questions fréquentes

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Source : ats:workday

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اطرحه هنا: ستصلك تفاصيل العرض كاملة عبر البريد الإلكتروني، فوراً.

منشور منذ 22 ساعة

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Dubai