Director, Lead Salesperson, EE, Swiss

Position Overview

Relationship Manager, Head of Israel at DB Switzerland, responsible for (1) building and running a team of Relationship Managers and Client Service Executives to service the existing desk’s clients, including those covered by the team based in Tel Aviv; and (2) acquiring new clients, building a book and serving the acquired clients from a Wealth Management and also a broader banking point of view. You are part of a highly dynamic team and play an instrumental role in implementing our strategy to grow the business in the Israel Market.

Your Key Responsibilities

• Establish a team at DB Switzerland that will be responsible for booking and servicing the bank’s existing Israeli clients, including those covered by Tel Aviv team




• Provide leadership and guidance to junior colleagues in day-to-day dealing with existing clients. Source and bring on board relationship managers and client service executives candidates




• Develop contacts and build relationships with HNW/UHNW clients, Single/Multi Family Offices and Foundations for our Israel Market




• Gather individual information about potential clients and prepare calls and meetings to offer private Banking services & products and assess market potential both for existing and potential clients




• Actively offer all products and services contained in Asset & Wealth Management product in line with suitability assessment and regulatory environment and in close collaboration with dedicated Investment Advisors and various product specialists




• Participate in Goal Setting process to ensure that financial goals are achievable and manage annual asset, revenue, and expense budget to ensure that financial targets are met




• Ensure an excellent and smooth client on-boarding experience with regard to legal requirements and in close collaboration with your Client Service Executives and other internal support functions




• Make sure that prospect and client related information are properly filed




• Participate in public relations and other marketing activities for existing and new clients by holding presentations and participating in social events

Your Skills & Experience

• 7 years+ of Financial Services experience in a client maintenance role




• MBA or other relevant advanced degree is highly desirable




• Strong knowledge of relevant financial and cross-border regulation applicable to Swiss and Israeli markets




• Experience in managing bank processes such as client on-boarding, KYC, etc., as well as related risks




• Strong knowledge of financial instruments and markets and knowledge of all Private Banking products and services including the credit policies, guidelines and procedures




• Excellent knowledge of the Israeli Market and the cultural backgrounds




• Fluency in English, Hebrew not required but would be a plus




• Able to work with a culturally diverse workforce and client base and highly developed written and oral communication skills




• Strong sales and marketing abilities




• Excellent problem solving skills




• Complete understanding and adherence to regulatory requirements in marketing the Private Bank’s products and services




• Ability to demonstrate good time management skills

Our values define the working environment we strive to create – diverse, supportive and welcoming of different views. We embrace a culture reflecting a variety of perspectives, insights and backgrounds to drive innovation. We build talented and diverse teams to drive business results and encourage our people to develop to their full potential. Talk to us about flexible work arrangements and other initiatives we offer.
We promote good working relationships and encourage high standards of conduct and work performance. We welcome applications from talented people from all cultures, countries, races, genders, sexual orientations, disabilities, beliefs and generations and are committed to providing a working environment free from harassment, discrimination and retaliation.

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