Store Sales Lead

Our deep understanding, insights, expertise, and passion help our clients navigate an increasingly complex world – be it in our Corporate Bank, our Private Bank, our Investment Bank or our Asset Management division.
Together we can make a great impact for our clients home and abroad, securing their lasting success and financial security.

Deutsche Bank’s Wealth Management business is one of the largest wealth managers worldwide. We offer our clients a broad range of traditional and alternative investment solutions, as well as comprehensive advice on all aspects of Wealth Management. As a trusted partner of wealthy individuals and entrepreneurs, family offices and foundations, we create lasting value for clients. We specialize in developing bespoke solutions for our clients around the world, for instance wealth planning across successive generations and international borders, asset management with individual risk management, loans and deposits. 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. Increase share of wallet /Assets under Management 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
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
Establish and maintain relationships with the management teams and informing management of any circumstances that require supervisory attention/review/approval as per compliance guidelines and policies
Participate in relevant client social events as well as in PR and other marketing activities
Awareness of local compliance and regulatory requirements
Document quality notes in a Call Report after prospect/client calls/meetings, summarizing discussions, additional actions required, including follow-up calls
Master’s degree with a background in Finance preferable
Fluency in German and Fluency in German and English is a prerequisite
Sound understanding of the Swiss private banking market as well as the current business, economic and political developments
Strong and natural interest in financial markets
Superior investment acumen and solid network of clients in the target coverage market is required
Ability to manage resources and allocate them for most effective use
Benefit from initiatives such as training events, counseling and support in difficult life situations and a culture where you can openly speak about mental health. We support you managing your physical health by taking appropriate preventive measures and providing a workplace that helps you thrive. We strive for a culture in which we are empowered to excel together every day.