Position Overview

For over 150 years, our dedication to being the Global Hausbank for our clients has been driven by our people – in around 60 countries and across more than 150 nationalities.

Their 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.

The Account Manager works with the Sales team covering our Northern, Eastern and Southern Switzerland market and is supporting them in their client facing activities. In this role you may analyze client and market data, create presentation material and facilitate interactions with new and existing clients to allow the Sales team to make efficient use of sales opportunities.

The Account Manager will be involved in liaising and supporting our clients in account related activities through your strong understanding of the roles, responsibilities and processes that are pertinent to the client’s interaction with the Bank. In addition, will work to ensure adherence to applicable internal policies and external legal/regulatory frameworks.

Responsibilities:

• Maintain close contact with High Net Worth and Ultra High Net Worth clients in conjunction with their assigned Relationship Manager (RM)
• Manage the process of opening accounts by ensuring that proper documentation has been obtained from clients or prospective clients
• Manage the resolution of all client enquiries through effective interaction with clients, RM’s, Central Support functions, Booking Centers and staff in other locations in a timely and professional manner
• Assist RM’s in preparing meetings and if required, in preparing pitches, investment proposals, presentations and tailored made reports for client meetings. A nd provide comprehensive overview of the client on-boarding process and explain the role of the Client Service Executive
• Ensure that all client related material is stored appropriately and correctly in line with internal and regulatory procedures. Obtaining missing or deficient documentation
• Support RM’s to perform KYC (Know Your Client) reviews within the deadline and proactively escalate issues when appropriate
• Take and execute clients’ orders, including but not limited to money market, securities and FX spot transactions; checking appropriateness/suitability where required
  
  
  

Skills:

• Commercial apprenticeship or similar (any additional education is favorable)
• At least 4-5 years work experience in Private Banking or Account Management
• Very good knowledge of Private Banking and Wealth Planning products
• Understanding of execution and back office processes as well as legal & compliance procedures
• Fluent in Italian and English, written and spoken (advanced level), German minimum B2 level
• Customer focus and good interpersonal and communication skills
• High self-motivation, positive and can do attitude
• Ability to set priorities and work under pressure
  
  
  

Wellbeing & Benefits:

• Emotionally and mentally balanced: We support you in dealing with life crises, maintaining stability through illness, and maintaining good mental health.
• Physically thriving: We support you managing your physical health by taking appropriate preventive measures and providing a workplace that helps you thrive.
• Socially connected: We strongly believe in collaboration, inclusion and feeling connected to open up new perspectives and strengthen our self confidence and well being.
• Financially secure: We support you to meet personal financial goals during your active career and for the future.
• Interested in more: discover what our employees value in the Well being & Benefits hub
  
  
  

We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively.

Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group.

We welcome applications from all people and promote a positive, fair and inclusive work environment.