Global Wealth Management Executive

5 days ago

Riyadh, Ar Riyāḑ, Saudi Arabia Deutsche Bank Full time
About the Role

We are seeking a highly skilled Global Wealth Management Executive to join our team at Deutsche Bank Private Bank. In this role, you will be responsible for developing and maintaining relationships with clients, providing exceptional client experience, and driving business growth.

Job Description
  • Develop and maintain overall relationships with clients, ensuring holistic client experience
  • Be the primary point of contact and responsible person for handling client complaints
  • Identify and pursue new business opportunities with existing and new clients, focusing on bringing in new clients and assets (prospecting)
  • Collaborate with the Investment Manager and Institutional Wealth Partner to build deeper client relationships and originate new business
  • Advise clients within regulatory frameworks and stay up-to-date with market initiatives impacting clients
  • Proactively identify client lending and financing needs, involving lending specialists to develop opportunities
  • Conduct continuous market analysis to identify potential client leads and opportunities
  • Act as Accountable Client Owner, responsible for AML aspects of client relationships, including KYC and account behavior
  • Own suitability and appropriateness of client investments, taking execution orders where required and ensuring checks are performed
  • Participate in client social events, PR activities, and marketing efforts
  • Maintain the team's operating rhythm, leading by example and demonstrating role-model behavior
  • Work collaboratively with coverage, product, and support functions to deliver DB's value proposition
Requirements
  • Minimum 5 years of wealth management experience
  • Solid network of clients in the Middle East, specifically
  • Fluency in English and Arabic for daily business processing and client communication
  • Detail-oriented on strategy and execution
  • Excellent communication and collaboration skills
  • Superior investment acumen
  • Good understanding of governing regulatory frameworks, including confidentiality and data protection regulations
  • Professional integrity
  • Bachelor degree required; CFA or MBA a plus
Salary Information

The estimated salary for this role is approximately $120,000 - $180,000 per year, depending on experience and location.

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