Senior Relationship Manager - Managing Director
Job ID: R0300935
Listed:
********
Regular/Temporary:
Regular
Position Overview
Job Title Senior Relationship Manager
Corporate Title Managing Director
Location San Francisco and Los Angeles, CA
Overview
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.
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 You'll 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 Bank's value proposition, leveraging also other Deutsche Bank divisions where it's possible
How You'll Lead
Willing and able to develop other staff, e.g., analysts
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
Skills You'll Need
Bachelor's 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 it's 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 it's relevant
Skills That Will Help You Excel
Detail oriented with excellent communication and collaboration skills and superior investment acumen
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.
The salary range for this position in California is $160,000 to $300,000. Actual salaries may be based on a number of factors including, but not limited to, a candidate's skill set, experience, education, work location and other qualifications. Posted salary ranges do not include incentive compensation or any other type of renumeration.
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
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We are an Equal Opportunity Employer - Veterans/Disabled and other protected categories.
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Our values define the working environment we strive to create – diverse, supportive and welcoming of different views. We embrace a culture reflecting a variety of perspectives, insights and backgrounds to drive innovation. We build talented and diverse teams to drive business results and encourage our people to develop to their full potential. Talk to us about flexible work arrangements and other initiatives we offer.
We promote good working relationships and encourage high standards of conduct and work performance. We welcome applications from talented people from all cultures, countries, races, genders, sexual orientations, disabilities, beliefs and generations and are committed to providing a working environment free from harassment, discrimination and retaliation.
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