Senior Wealth Management Executive

3 days ago

Dubai, Dubai, United Arab Emirates Deutsche Bank Full time
Deutsche Bank Private Bank

We are one of the largest wealth managers worldwide, offering a broad range of traditional and alternative investment solutions, as well as comprehensive advice on all aspects of wealth management.

About This Role

This is a highly competitive global wealth manager position that combines financial strength and stability with trustworthy partnership and forward-thinking to build sustainable and beneficial client relationships. As a growth business for Deutsche Bank, we contribute towards building a more balanced, less capital-intensive and stable business model for the bank.

The Relationship Manager is a primary point of contact for clients to access the entire suite of wealth management capabilities and solutions offered by Deutsche Bank Private Bank. This is achieved by working in close partnership with the Investment Manager in the day-to-day planning and servicing for the client.

Your Key Responsibilities
  • Develop, manage and maintain overall relationship with the client, providing an holistic client experience
  • Be the first point of contact and the overall responsible person with regard to dealing with client complaints
  • Develop new business with new and existing clients, spending a great proportion of time focused on bringing in new clients and new assets (prospecting), building and sustaining long-term relationships
  • Work as a team with the Investment Manager (and the Institutional Wealth Partner where appropriate) to build deeper client relationships / involve in origination
  • Keep day-to-day responsibility for advising clients within the required regulatory framework and keeping abreast of all client-impacting initiatives from the respective market
  • Proactively identifying client lending / financing needs, involving lending specialists to further develop the opportunity
  • Perform continuous market analysis to identify potential client leads and opportunities
  • Act as the Accountable Client Owner with responsibility for all AML aspects of the client relationship; this includes KYC in good quality and in a timely manner (no overdues) as well as account behavior, i.e. transactions with focus on 3rd party transactions constituting transfers in and out to be in line with purpose and anticipated behavior of the account(s).
  • Where clients are not assigned an Investment Manager, own the overall suitability and appropriateness for client investments; taking client execution orders where required and ensuring that all corresponding checks are performed
  • Participate in relevant client social events as well as in PR and other marketing activities
  • Uphold the team's operating rhythm (e.g. regular prospect review, pipeline review, account planning, etc.), leading by example and demonstrating role-model behavior
  • Work in close co-operation with other coverage, product and support functions to deliver DB's value proposition, leveraging also other DB divisions where possible
  • Actively support the business / growth strategy, plans and values, contributing to the achievement of a high performing team
  • Act within professional, legal and ethical boundaries and guidelines, observing all internal and external compliance regulations and code of ethics and conduct; flagging and managing reputational risks and conflicts issues
What We Offer

A healthy, engaged and well-supported workforce are better equipped to do their best work and, more importantly, enjoy their lives inside and outside the workplace. That's why we are committed to providing an environment with your development and well-being at its center.

About Us and Our Teams

Deutsche Bank is the leading German bank with strong European roots and a global network. 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. We welcome applications from all people and promote a positive, fair and inclusive work environment.

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