Relationship Manager, Middle East - Dir/MD

Deutsche Bank

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 buiding, 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 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 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.