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You will be updated with latest job alerts via emailJob Title Relationship Manager LatAm
Corporate Title Director
Location Miami FL
Overview
As the Relationship Manager you will develop manage and retain client relationships in the Mexican or Brazilian market. You will be responsible for the acquisition of assets through expanding existing client relationships and cultivating new relationships for the Bank. Your primary focus is on growth increasing wallet share through crossselling and attraction of new clients and identifying sales initiatives based on expert knowledge of the market industry and Wealth Managements capabilities (products and services). You will be actively involved in new business development (including identifying crosssell opportunities) and are focused on building a prospect clientbase and identifying referral sources both internally and externally. As the Relationship Manager you will offer valueadded client solutions and demonstrate the ability to close the deal; you will have an understanding of capital markets and the use in wealth preservation and a technical skill set focused on comprehensive wealth management.
What We Offer You
A diverse and inclusive environment that embraces change innovation and collaboration
A hybrid working model allowing for inoffice / work from home flexibility generous vacation personal and volunteer days
Employee Resource Groups support an inclusive workplace for everyone and promote community engagement
Competitive compensation packages including health and wellbeing benefits retirement savings plans parental leave and family building benefits
Educational resources matching gift and volunteer programs
What Youll Do
Deliver solutions to UHNW clients in the Latin America region. Design and implement a marketing strategy aimed at growing current Private Banking relationships as well as cultivating new business. Develop a sales and marketing plan for each client and prospect
Develop a base of prospective clients through referrals and expand market share. Respond to client needs by maintaining a calling program reviewing the plan periodically and monitoring new business results against assigned revenue objectives. Introduce product specialists to enhance client servicing when appropriate. Crosssell other products and services offered by the Bank (i.e. Investment Banking Asset Management and Third Party products etc.)
Ensure that current clients and prospects meet the Banks client suitability standards while adhering to all Bank policies and procedures. Maintain ongoing high level of due diligence on all clients and prospects. Open and close accounts ensuring that the proper documentation has been obtained
Cultivate client relationships and proactively find solutions to meet client financial needs and objective. Maintain and improve profitability of existing client relationships. Maintain ongoing client satisfaction. Maintain Private Banking standards for Service Quality. Identify client issues and escalate to management as appropriate. Provide constructive feedback to appropriate product service and operational areas. Establish and maintain open lines of communications with all areas of the Bank
How Youll Lead
Review client holdings relative to objectives and act as a trusted financial advisor by presenting diversified strategies utilizing the full array of Private Banking products and services
Meet financial goals based on targets set forth for its market of coverage. Manage annual asset revenue and expense budget to ensure that financial targets are met
Skills Youll Need
Extensive experience as Relationship Manager in a Private Bank covering LATAM clients
Must be fluent in Spanish and/or Portuguese Any other language is a strong plus
In depth knowledge of all the Private Banks products and services including the credit policies guidelines and procedures. Complete understanding and adherence to regulatory requirements in marketing the Private Banks products and services
Strong knowledge of financial instruments and markets
Strong sales and marketing abilities
Skills That Will Help You Excel
MBA or other relevant advanced degree is highly desirable
Able to work with a culturally diverse workforce and client base
Highly developed written and oral communication skills
Excellent problemsolving skills
Ability to demonstrate good time management skills
Expectations
It is the Banks expectation that employees hired into this role will work in the Miami office in accordance with the Banks hybrid working model.
Deutsche Bank provides reasonable accommodations to candidates and employees with a substantiated need based on disability and/or religion.
The salary range for this position in Miami is $220000 to $ salaries may be based on a number of factors including but not limited to a candidates skill set experience education work location and other qualifications. Posted salary ranges do not include incentive compensation or any other type of renumeration.
Deutsche Bank Values & Diversity
We believe talent is found in all cultures countries races ethnicities genders sexual orientations disabilities beliefs generations backgrounds and experiences. We pursue a working environment where everyone can be authentic and feel a sense of belonging. Click here to find out more about our diversity and inclusion efforts.
We are an Equal Opportunity Employer Veterans/Disabled and other protected categories.
Learn more about your life at DB through the eyes of our current employees: California Consumer Privacy Act outlines how companies can use personal information. If you are interested in receiving a copy of Deutsche Banks California Privacy Notice please email .
Deutsche Bank Benefits
At Deutsche Bank we recognize that our benefit programs have a profound impact on our colleagues. Thats 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 hereto learn more!
Click these links to view the following notices: EEO is the Law poster and supplement; Employee Rights and Responsibilities under the Family and Medical Leave Act; Employee Polygraph Protection Act and Pay Transparency Nondiscrimination Provision
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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.
We are an Equal Opportunity Employer Veterans/Disabled and other protected categories. Click these links to view the following notices:EEOC Know Your Rights;Employee Rights and Responsibilities under the Family and Medical Leave Act;Employee Polygraph Protection ActandPay Transparency Nondiscrimination Provision.
Required Experience:
Director
Full-Time