Geneva, Geneva, Switzerland
I am a Relationship Manager for UHNWI clients with a focus on the market regions Middle East, South Asia and the United Kingdom. I have been working in Private Banking as RM, but also as Cross-Border specialist and Team Leader for over 30 years in Germany, Singapore and Switzerland.
Relationship Manager (RM) at Banque Julius Baer & Co. Ltd., Geneva for Ultra High Net-worth Individual (UHNWI) clients stemming from South Asia, the Middle East and United Kingdom. Acquire new clients and identify client opportunities in the market regions. Understand business and personal needs of the clients and help them find tailor-made solutions within and outside the organization. Nurture existing client relationships and generate revenue for the bank within the scope of the clients’ suitability frame-work. Book-size grew to USD 40 Mln within first year of employment.
Relationship Manager at Deutsche Bank (Suisse) SA, Geneva, for Wealth Management (WM) Global South Asia. Focus on market region Pakistan. Full responsibility for existing client base, acquisition of new clients. Offer entire range of platform to UHNWIs. Provide investment advice, endeavor client demand in wealth planning sector (fiduciary services, life insurances, lending business, Real Estate opportunities, corporate finance, investment banking). Main role at Deutsche Bank (Suisse) SA from January 2004 till resignation in November 2024, with assets of USD 35 Mln at the outset growing to USD 300 Mln eventually.
Investment Advisor for “WM Global South Asia Team” with Focus on Pakistan at Deutsche Bank AG, Singapore. Support Relationship Manager in introducing new products, optimizing client base and acquisition. Verify suitability of products offered to clients. Travel to Pakistan. Move to Singapore happened in context with Deutsche Bank’s international talent program called “International Staff Exchange”. Selected employees spend one year abroad to broaden their horizon, build up a network and gain experience.
Junior Relationship Manager at Private Banking, Deutsche Bank AG, Heilbronn, Germany. In charge of a client base of ca 250 clients located in the Heilbronn region. Responsible for a book amounting to ca EUR 40 Mln. Additional role: Event Manager for all events carried out by Deutsche Bank AG, Heilbronn.
Head of Asia Cross-Border Desk at Deutsche Bank (Suisse) SA (in addition to RM role). Overlook a team servicing clients who book their assets in Switzerland, with their main RMs being based in an offshore center (Dubai, HK, Singapore, UK). Act as Swiss RM and represent clients vis-à-vis legal entity, in collaboration with the offshore RM. Book-size around USD 1 Bln.
Head of UK Cross-Border Desk at Deutsche Bank (Suisse) SA (in addition to RM role). Overlook a team servicing clients who book their assets in Switzerland, with their main RMs being based at Deutsche Bank AG, London. Act as Swiss RM and represent clients vis-à-vis legal entity, in collaboration with the offshore RM. Book-size around USD 500 Mln.
Account Manager / Investment Advisor for client base of Head of WM Global South Asia Deutsche Bank (Suisse) S.A., Geneva. Volume: EUR 300 Mln. Carry out day-to-day cash management, place security orders. Create investment proposals. Support with sales pitches and revenue generation. Additional role: Business Manager: support Head of WM Global South Asia in restructuring the globally operating team.