As the “Associated-Director” in the Private Relationship Management department, you will be responsible for the HNWI/UHNWI private relationship management team. Reporting directly to the Vice-Director, you will be in charge of the supervision of the operational activities and the people management in accordance with your senior management.

Key responsibilities

Team Management:

• Leading and supporting a team of 11 people:
  • Fostering a positive work atmosphere where employees feel motivated, valued, and connected to the team and the organization.
  • Promoting collaboration, trust, and cohesion among team members.
  • Addressing any potential conflicts among team members to your senior management and/or HR Partner
  • Supporting employee growth through training, mentorship, coaching, and advancement opportunities.
• Hiring:
  • Leading the recruitment process with your Talent Acquisition Partner
  • Ensuring new hires are properly introduced to the team, the organization, its culture, policies, and their specific roles.
• Performance Management:
  • Setting performance expectations, providing feedback, conducting performance reviews, and addressing any performance issues.
• Conducting under performance process
  • with the help of your Senior Management and HR Partner.

Operations management:

• Controlling daily operations: Ensure the seamless execution of daily client-related activities such as account maintenance, trade execution, transaction oversight and compliance adherence.
• Delegating: Distribute responsibilities across the team to ensure efficient workflow and timely delivery of client services.
• Executing non-ordinary operations: Manage complex or high-impact client requests such as bespoke investment solutions, cross-border transactions, and sensitive regulatory matters.
• Reporting: Implement and produce regular reports and performance statistics to monitor team efficiency, client satisfaction, and operational risks.
• Documentation and Procedures: maintain accurate and up-to-date documentation of key procedures, ensuring transparency, consistency, and compliance with internal and external standards.
• Collaborating: Foster strong collaboration with internal departments (e.g., Legal, Compliance, Trading Floor) and external partners (e.g., custodians, legal advisors) to support client needs.
• Project Management: Lead or support strategic initiatives such as process transformation and service model enhancements projects.
• Monitoring: Continuously assess team workload and resource allocation to ensure optimal performance and identify areas for improvement or support.

• Minimum of 3 years’ track record in banking, preferably in trade execution, private banking or wealth management
• Previous experience in a leadership role is a strong advantage
• Very good knowledge and previous experience in client relationship management, investment advisory or trade execution
• Proficiency with CRM platforms, portfolio management tools, and Microsoft Office Suite
• Very good understanding of financial markets, investment products, and cross-border regulations
• Strong project management and problem-solving skills
• Ability to prioritize and deliver multiple tasks in a deadline-driven environment
• Excellent interpersonal skills, results-oriented, team player
• Excellent communication and presentation skills, with the ability to engage effectively with HNWI/UHNWI clients and internal stakeholders
• Excellent communicator in German/English