Senior Relationship Manager LATAM
Job Summary
Job Description:
Job Title Relationship Manager LatAm
Corporate Title Director - Managing Director
Location New York NY / 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 cross-selling 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 cross-sell opportunities) and are focused on building a prospect client-base and identifying referral sources both internally and externally. As the Relationship Manager you will offer value-added 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 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
- 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. Cross-sell 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 problem-solving 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 FL and New York NY 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 and New York 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.
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:
Manager
About Company
Deutsche Securities Saudi Arabia (DSSA) is a closed joint stock company incorporated in 2007 under the commercial register number: 1010239773. DSSA is a subsidiary of Deutsche Bank AG [95% owned by Deutsche Bank AG and 5% owned by DB Capital Markets (Deutschland) GMBH] with paid capit ... View more