وصف الوظيفة
Role Overview
Relationship Manager, Middle East - Dir/MD at Deutsche Bank, based in the Middle East. You serve as the primary point of contact for clients accessing Deutsche Bank Wealth Management's full suite of capabilities and solutions.
Role Purpose
To identify, develop, and maintain high-net-worth and ultra-high-net-worth client relationships while acquiring new clients aligned with the bank's business proposition. You grow existing relationships and assets, deliver holistic and high-standard client experiences, and generate revenue and net new assets in a scalable and efficient manner.
Key Responsibilities
Client Relationship Management
- Identify, develop, and maintain HNW/UHNW relationships.
- Act as the Accountable Client Owner with responsibility for all AML aspects of the client relationship, including KYC and account behavior.
- Establish and maintain relationships with management teams and inform management of circumstances requiring supervisory attention, review, or approval.
- Participate in relevant client social events as well as PR and other marketing activities.
Business Development & Growth
- Acquire new clients who align with the bank's business proposition.
- Increase wallet share and AuM through business development, sales, or relationship management approaches as appropriate.
- Assume responsibility for overall net new assets creation and revenue generation on respective books in a scalable and efficient way.
- Actively support the business and growth strategy, plans, and values, and contribute to the achievement of a high-performing team.
Investment Advisory & Portfolio Management
- Recommend investment products and services suitable for clients based on their objectives, resources, time horizon, risk profile, and preferences.
- Review client portfolios periodically to ensure portfolio performance aligns with clients' investment objectives and risk profile.
- Partner with Investment Managers in covering clients to discuss and manage financial goals, risk tolerance, research and analyze market conditions, provide bank views of various investment types, recommend asset allocation, and explain how they benefit or hinder investment objectives.
Resource & Team Management
- Plan and manage resources—time and budget—to run an optimal business.
- Balance client relationship, prospect building, investment growth, administrative compliance, personal growth, and development on a day-to-day and longer-term basis.
- Willing and able to develop other staff.
Cross-functional Collaboration
- Work in close cooperation with other coverage, product, and support functions to deliver Deutsche Bank's value proposition, leveraging other Deutsche Bank divisions where possible.
Qualifications & Experience
- Master's degree with a background in Finance (preferable).
- Chartered Financial Analyst (CFA) or Master of Business Administration (MBA) (desirable).
- At least 10–12 years of industry experience.
- Superior investment acumen and solid network of clients in the target coverage market.
- Good understanding of governing regulatory framework.
Skills & Competencies
- Fluency in English (prerequisite).
- Excellent communication and collaboration skills.
- Client-oriented and solution-oriented approach.
- Ability to work in high-paced environment under pressure.
- Professional integrity.
- Ability to manage resources and allocate them for most effective use.
- Positive approach to collaboration and communication.
Additional Information
- Life Insurance.
- Accidental Death Insurance.
- Permanent Partial Disability Insurance.
- Private Medical Insurance for you, your spouse, and dependent children.
- Flexible working arrangements.
- 30 days of annual paid leave, plus public holidays.
- Deutsche Bank contributions to DIFC Employee Workplace Savings (DEWS).
الراتبغير مُفصح عنه من صاحب العمل
آخر موعد—