Requirements
Candidates must have a Master's degree in finance, with at least 10-12 years of industry experience. Fluency in English is mandatory, and excellent communication, collaboration, and client-oriented skills are essential. A strong investment acumen, understanding of regulatory frameworks, and professional integrity are also required.
Description
Job description / Role
Job Type
Full Time
Job Location
Dubai, UAE
Nationality
Any Nationality
Salary
Not Specified
Gender
Not Specified
Arabic Fluency
Not Specified
Job Function
Investment Management
Company Industry
Finance, Investment & Asset Management
Your role
You as a Relationship Manager are the primary point of contact for clients to access the entire suite of wealth management capabilities and solutions offered by Deutsche Bank Wealth Management. This is achieved by working in close partnership with the Investment Manager (IM) in the day-to-day planning and servicing for the client. You are responsible for acquiring new clients who are in line with the business proposition of the bank and assets as well as grow existing business relationships, assuring a holistic and high-standard client experience.
Your key responsibilities
Identify, develop and maintain HNW/UHNW relationships.
Increase wallet share/AuM by undertaking a business development, sales or relationship management approach as appropriate.
Responsible for the overall net new assets creation and revenue generation on the respective books in a scalable and efficient way.
Balance client relationship, prospect building, investment growth, administrative compliance, personal growth and development on a day-to-day and longer-term basis.
Plan and manage resources (time, budget) to run an optimal business.
Recommend investment products and services that are suitable for clients based on their objectives, resources, time horizon, risk profile and preferences.
Review client portfolios periodically to ensure the portfolio performance is aligned with clients' investment objective and risk profile.
Partner with IMs in covering clients to discuss/manage financial goals, risk tolerance, research/analyze market conditions, provide bank views of various investment types, recommend asset allocation and provide explanation on how they benefit/hinder investment objectives.
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 the management teams and inform management of any circumstances that require supervisory attention/review/approval.
Work in close cooperation 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, new products and services, contributing to the achievement of a high performing team.
Participate in relevant client social events as well as in PR and other marketing activities.
Your skills and qualifications
Master's degree with a background in finance preferable.
Chartered Financial Analyst (CFA) or Master of Business Administration (MBA) is desirable.
Fluency in English is a prerequisite.
At least 10-12 years industry experience.
Excellent communication and collaboration skills.
Client-oriented, solution-oriented and able to work in a high paced environment under pressure.
Superior investment acumen and solid network of clients in the target coverage market is required.
Good understanding of governing regulatory framework.
Strong collaboration skills and excellent communication skills with a positive approach.
Professional integrity.
Ability to manage resources and allocate them for most effective use.
Willing and able to develop other staff.
You can expect:
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 holiday and flexible working arrangement
DB contributions to DIFC Employee Workplace Savings (DEWS)
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.
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