Relationship Manager
Location: Birmingham England
Description: Deutsche Bank is at the momment seeking for Relationship Manager right now, this job will be placed in England. Detailed specification about this job opportunity please read the description below. A Passion to Perform. It’s what drives us. More than a claim, this describes the way we do business. We’re committed to being the best financial services provider in the world, balancing passion wit! h precision to deliver superior solutions for our clients. This is made possible by our people: agile minds, able to see beyond the obvious and act effectively in an ever-changing global business landscape. As you’ll discover, our culture supports this. Diverse, international and shaped by a variety of different perspectives, we’re driven by a shared sense of purpose. At every level agile thinking is nurtured. And at every level agile minds are rewarded with competitive pay, support and opportunities to excel.
To better serve clients' unique and evolving needs, Deutsche Bank has created a new business division that combines all of its asset and wealth management capabilities.
Deutsche Asset & Wealth Management offers retail, institutional and wealth management clients a comprehensive set of strengths few competitors in the world can match. The division combines deep intellectual capital, broad asset management expertise, decades of experience and extensive ! product selection with strategies across all major asset class! es. The product suite encompasses the active, passive and alternative asset management expertise of Deutsche Bank. With almost €1 trillion of invested assets, Deutsche Asset & Wealth Management is a leading global player.
Job Title: Relationship Manager
Corporate Title: Vice President / Assistant Vice President
Department: Asset & Wealth Management
Location: Birmingham
Overview:
Build profitable wealth management relationships with a portfolio of complex and/or high value clients.
Maximise income from that portfolio by understanding clients’ requirements and increasing the penetration of products and services to the client base.
Be a supportive member of the team.
To monitor and control activity within a regulatory and compliant framework.
Provide mentoring / coaching support to junior team members.
Key Responsibilities:
Become the trusted advisor to clients, providi! ng guidance across the full range of wealth management products, and a consistent, credible and accessible point of contact for clients.
Marketing of PWM advisory services to clients and prospects across asset classes, including equities, fixed income, currency, hedge funds and structured products plus discretionary management, to increase the penetration of wealth management products.
Introduction of product specialists from PWM Global Investment Solutions and the PWM Advisory Team, as well as other PWM specialist colleagues, to maximise cross-selling opportunities where appropriate.
Ensure opportunities that fall outside the scope of PWM are referred to the most appropriate division/department for the clients’ needs.
Carry out regular review of client portfolios, checking performance and ensuring that investments remain within the client’s investment objectives and risk profile.
Liaison with Account Managers in ensuring client service and satisfact! ion in terms of administration and clients’ ongoing requirements.
Working closely with senior members of the team to utilise key relationship skill sets in building and maintaining new and existing investment relationships, providing specialist product knowledge to other team members where required.
In conjunction with other Relationship Managers and Senior Management, ensure the most effective use and development of the support team.
Maintain a high level of market/economic/industry knowledge and identify the impact of change.
Undertake and record ongoing continuous professional development of at least 35 hours per annum.
Observe all internal and external compliance regulations (notably, ensuring your Know Your Client (KYC) principles are observed under all circumstances).
To be f! ully aware of the obligations and responsibilities placed on individuals who are registered under the FSA’s Approved Persons regime, in respect of their role and conduct.
To act in accordance with the regulatory requirements and standards under the Financial Services Authority (FSA).
You will have:
Experience of building a book of clients in both the Business to Business (B2B) and Business to Consumer (B2C) channels.
A strong compliance culture and the highest levels of ethical standards.
A natural affinity to servicing client requirements.
You will be:
Commercially minded.
A team player â€" trusting colleagues to a) manage funds and b) be responsible for administration for your clients.
Level 6 RDR Qualified or relevant international equivalent.
Deutsche Bank is an equal opportunity employer who seeks to recruit and appoint the best available person for a job regardless of marital / civil partnership st! atus, sex (including pregnancy), age, religion, belief, race, nationali! ty and ethnic or national origin, colour, sexual orientation or disability. Please let us know if you require any adjustments to enable you to apply or attend an interview. If you would like to discuss your requirements, or have any concerns about the application process, please contact your recruiter.
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If you were eligible to this job, please email us your resume, with salary requirements and a resume to Deutsche Bank.
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This job starts available on: Fri, 06 Sep 2013 06:21:40 GMT