Senior Relationship Manager - Director
Senior Relationship Manager - Director
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$ 220000 - 350000
1 Vacancy
Job Description
Job Description:
Job Title: Senior Relationship Manager
Corporate Title: Director
Location: San Francisco or Los Angeles CA
Overview
Deutsche Banks 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.
What We Offer You
- A diverse and inclusive environment that embraces change innovation and collaboration
- A hybrid working model allowing for in-office / 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
- 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 Banks value proposition leveraging also other Deutsche Bank divisions where its possible
How Youll Lead
- Willing and able to develop other staff e.g. analysts
- Uphold the teams 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
Skills Youll Need
- Bachelors Degree is required CFA MBA degree or other advanced degree is a plus
- 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 its relevant
- Solid network of clients in the target coverage market is required
- 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 its relevant
Skills That Will Help You Excel
- Detail oriented with excellent communication and collaboration skills and superior investment acumen
Expectations
It is the Banks expectation that employees hired into this role will work in the San Francisco or Los Angeles 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 California 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 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 here to learn more!
Learn more about your life at Deutsche Bank 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.
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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.
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 viewDeutsche Banks Equal Opportunity Policy Statementand the following notices:EEOC Know Your Rights;Employee Rights and Responsibilities under the Family and Medical Leave Act; andEmployee Polygraph Protection Act.
Required Experience:
Director
Employment Type
Full Time
