Account Representative responsible for maximizing sales of lift trucks and Crown Insite products. Seeking to enhance business relationships and sales strategies in a specified territory.
About the role
- Relationship Manager in Wealth Management handling portfolios of high-net-worth clients at Deutsche Bank. Focus on client acquisition and retention with comprehensive financial services expertise.
Responsibilities
- Responsibility for complex client portfolios for clients in the Wealth and (upper) HNW segments.
- Actively acquiring new client relationships in the target segments (affluent private clients, foundations and institutions).
- Excellent networking across the bank (One Bank).
- Referral management within existing client relationships.
- Active market presence.
- Holistic management of existing client relationships in the assigned focus segment.
- Individual responsibility for client and revenue targets for affluent private clients and client groups in the focus segment.
- Independently taking on and performing the Know Your Customer (KYC) processes with support from the Client Service Team (CST).
- Excellent collaboration within the Client Service Team (CST) for acquiring new client relationships and maintaining existing client connections.
- Systematic expansion of internal/external networks and partnerships.
- Continuous development with respect to advisory/service quality and risk management.
- Increasing the share of wallet of the existing client book and providing continuously active servicing of target/existing clients.
- Operational excellence through consistent compliance with internal and external regulations.
Requirements
- University degree or equivalent education and knowledge (e.g., banking academy).
- Strong customer orientation.
- Several years of experience in client acquisition.
- Several years of experience in banking and securities business in client servicing.
- Very good knowledge of the WM Select+ product/service offering.
- Experience in professional holistic wealth advisory for affluent private clients.
- Strong sense of responsibility when dealing with important bank clients and the associated reputational risks.
- Very solid capital markets knowledge and pronounced ability to explain macroeconomic interrelations.
- Strong team skills.
- High innovation and change capability.
- Very good German and good English skills.
Benefits
- Counseling in difficult life situations and offerings to support mental health.
- Programs to maintain your personal health and a supportive work environment.
- Support through pme Familienservice, the FitnessCenter Job, flexible working models (e.g., part-time, job tandem, hybrid working) as well as an extensive culture of diversity, equal opportunity and inclusion.
- Contribution plans for retirement provision, banking services for employees, company bicycle or the Deutschlandticket.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Account Representative responsible for maximizing sales of lift trucks and related products in specified territory. Developing accounts and business relationships while consulting and problem - solving.
Account Representative driving sales of lift trucks and Crown Insite products within a territory. Developing business relationships and conducting sales presentations to meet objectives.
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