Vice President/Director/Managing Director
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Key skills for this role
About the Role
Manage client relationships, develop new business, ensure compliance, and provide holistic wealth management solutions with strong communication and collaboration skills.
Key Skills for This Role
Responsibilities
- Develop, manage and maintain overall relationship with the client, providing a holistic client experience
- Develop new business with new and existing clients, focusing on bringing in new clients and new assets
- Work as a team with the Investment Manager to build deeper client relationships
- Keep day to day responsibility for advising clients within the required regulatory framework
- Proactively identify client lending/financing needs
- 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
- Participate in relevant client social events and PR/marketing activities
Requirements
- Minimum 7/10/15 years of relevant wealth management experience for VP/Director/Managing Director
- Solid network of clients in the target coverage market, specifically Non Resident Indians
- Fluency in English and other languages used in the target coverage market
- Excellent communication and collaboration skills
- Superior investment acumen
- Good understanding of governing regulatory framework (e.g., RDR, MiFID II)
- Professional integrity
- Self starter
Full Job Posting
Details of the Division and Team
- Deutsche Bank Private Bank is one of the largest wealth managers worldwide.
- We offer a broad range of traditional and alternative investment solutions, as well as comprehensive advice on all aspects of Wealth Management.
- The Relationship Manager is a primary point of contact for clients to access the entire suite of wealth management capabilities.
Your key responsibilities
- Develop, manage and maintain overall relationship with the client, providing a 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).
- Work as a team with the Investment Manager to build deeper client relationships.
- Keep day to day responsibility for advising clients within the required regulatory framework.
- Proactively identifying client lending/financing needs, involving lending specialists.
- 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.
- 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).
- Work in close co operation with other coverage, product and support functions.
- Actively support the business/growth strategy, plans and values.
Your skills and experience
- Minimum 7/10/15 years of relevant wealth management experience for VP/Director/Managing Director.
- Solid network of clients in the target coverage market is required, specifically Non Resident Indians.
- Fluency (written and oral) in English and other languages used in the target coverage market.
- Detail orientation on both strategy and execution.
- Excellent communication skills.
- Excellent collaboration skills.
- Superior investment acumen.
- Good understanding of the governing regulatory framework (e.g. RDR, MiFID II).
- Professional integrity.
- Self starter.
- Willing and able to develop other staff, e.g., analysts.
- CFA, MBA degree or other advanced degree a plus.
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