RM, Deutsche Bank, Riyadh, KSA

 RM, Deutsche Bank, Riyadh, KSA


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 - which 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 and develop and maintain new HNW/UHNW as well as large family Group client relationships, and as well overall client management.

    Increase wallet share/AuM by undertaking a business development, sales or relationship management approach as appropriate.

    Responsible for overall Net New Assets creation and revenue generation on the respective books in a scalable and efficient way.

    Responsible for originating lombard loans and secured loans against local Saudi shares, US & European real estate, private jet financing, among other secured financing transactions.

    Balance client relationship, prospect building, investment growth, administrative compliance, personal growth and development on a day-to-day and longer-term basis.

    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 Investment Managers 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 informing management of any circumstances that require supervisory attention/review/approval.

    Work in close co-operation with other coverage, product and support functions to deliver DB’s value proposition, leveraging also other DB divisions where posible.

    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

    At least 10-12 years industry experience in a similar working environment

    Bachelors or Masters degree with a background in Finance

    CME-1 (Capital Market Authority Exam) certification required

    Fluency in English and Arabic as prerequisite

    Strong connectivity to Saudi UHNWIs and key decision makers within the target client base

    Client-oriented, solution-oriented and able to work in a high paced environment under pressure

    Superior investment and business acumen and solid network of clients in the target coverage market is required

    Excellent communication and collaboration skills

    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


Apply Here:
https://careers.db.com/professionals/search-roles/index?#/professional/job/15101

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