Senior Relationship Manager

Job Description

Overview

Director

Deutsche Bank’s Wealth Management business is one of the largest wealth managers worldwide and we offer our clients a broad range of traditional and alternative investment solutions, as well as comprehensive advice on all aspects of Wealth Management. We specialize in developing bespoke solutions for our clients around the world, for instance wealth planning across successive generations and international borders, asset management with individual risk management, loans, and deposits. As the Senior Relationship Manager, you will be a primary point of contact for clients to access the entire suite of wealth management capabilities and solutions offered by Deutsche Bank Wealth Management. This is achieved by working in close partnership with the Investment Manager in the day-to-day planning and servicing for the client. You will be responsible for acquiring new clients - which are in line with the Business proposition of the Bank - and assets as well as grow existing business relationships, assuring a holistic, and high-standard client experience.

Uphold the team’s operating rhythm (e.g. regular prospect review, pipeline review, account planning, etc.), leading by example and demonstrating role-model behavior

Act within professional, legal, and ethical boundaries and guidelines, observing all internal and external compliance regulations and code of ethics and conduct; flagging and managing reputational risks and conflicts issues

It is the Bank’s expectation that employees hired into this role will work in the San Francisco or Los Angeles office in accordance with the Bank’s hybrid working model.

Deutsche Bank provides reasonable accommodations to candidates and employees with a substantiated need based on disability and/or religion.

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.

Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status or other characteristics protected by law. Click these links to view Deutsche Bank’s Equal Opportunity Policy Statement and the following notices: EEOC Know Your Rights ; Employee Rights and Responsibilities under the Family and Medical Leave Act ; and Employee Polygraph Protection Act .

Responsibilities

Develop, manage, and maintain overall relationship with the client, providing a holistic client experience and be the first point of contact and be overall responsible with regard to dealing with client complaints
Perform continuous market analysis to identify potential client leads and opportunities in order to maintain and develop business with new and existing clients, spending a great proportion of time focused on bringing in new clients and new assets (prospecting), building and sustaining long-term relationships
Proactively identifying client lending / financing needs, involving lending specialists to further develop the opportunity
Perform continuous market analysis to identify potential client leads and opportunities
Act as the Accountable Client Owner with responsibility for all Anti-Money Laundering aspects of the client relationship – this includes Know Your Client in good quality and in a timely manner (no overdues) as well as account behavior, i.e. transactions with focus on 3rd party transactions constituting transfers in and out to be in line with purpose and anticipated behavior of the accounts
Work in close co-operation with other coverage, product, and support functions to deliver Deutsche Bank’s value proposition, leveraging also other Deutsche Bank divisions where it’s possible

Qualifications

Willing and able to develop other staff, e.g., analysts

Preferred Qualifications

Have a good understanding of the governing regulatory framework (e.g. RDR, MiFID II, etc.), including but not limited to applicable confidentiality / secrecy / data protection regulations and cross border rules where it’s relevant

Bachelor’s Degree is required – CFA, MBA degree, or other advanced degree is a plus
Solid network of clients in the target coverage market is required
Detail oriented with excellent communication and collaboration skills and superior investment acumen

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About Company

At Deutsche Bank, we recognize that our benefit programs have a profound impact on our colleagues. That’s why we are focused on providing benefits and perks that enable our colleagues to live authentically and be their whole selves, at every stage of life. We provide access to physical, emotional, and financial wellness benefits that allow our colleagues to stay financially secure and strike balance between work and home. Click here to learn more!

Learn more about your life at Deutsche Bank through the eyes of our current employees: https://careers.db.com/life