Deutsche Bank
Senior Relationship Manager - Managing Director
Deutsche Bank, San Francisco, California, United States, 94199
Senior Relationship Manager - Managing Director
Job ID:
R0300935
Listed:
2023-09-26
Regular/Temporary:
Regular
Location:
San Francisco
Position OverviewJob 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. 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. You will be responsible for acquiring new clients in line with the Business proposition of the Bank and growing 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
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 being the first point of contact regarding client complaints
Perform continuous market analysis to identify potential client leads and opportunities, focusing on bringing in new clients and new assets (prospecting)
Proactively identify client lending/financing needs, involving lending specialists to further develop the opportunity
Act as the Accountable Client Owner with responsibility for all Anti-Money Laundering aspects of the client relationship
Work in close cooperation with other coverage, product, and support functions to deliver Deutsche Bank’s value proposition
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.)
Act within professional, legal, and ethical boundaries and guidelines
Skills You’ll Need
Bachelor’s Degree is required – CFA, MBA degree, or other advanced degree is a plus
Good understanding of the governing regulatory framework (e.g. RDR, MiFID II, etc.)
Solid network of clients in the target coverage market is required
Skills That Will Help You Excel
Detail oriented with excellent communication and collaboration skills
Expectations
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 a candidate’s skill set, experience, education, work location, and other qualifications.
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.
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: https://careers.db.com/life
The California Consumer Privacy Act outlines how companies can use personal information. If you are interested in receiving a copy of Deutsche Bank’s California Privacy Notice please email HR.Direct@DB.com.
Deutsche Bank Benefits
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 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.
#J-18808-Ljbffr
Job ID:
R0300935
Listed:
2023-09-26
Regular/Temporary:
Regular
Location:
San Francisco
Position OverviewJob 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. 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. You will be responsible for acquiring new clients in line with the Business proposition of the Bank and growing 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
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 being the first point of contact regarding client complaints
Perform continuous market analysis to identify potential client leads and opportunities, focusing on bringing in new clients and new assets (prospecting)
Proactively identify client lending/financing needs, involving lending specialists to further develop the opportunity
Act as the Accountable Client Owner with responsibility for all Anti-Money Laundering aspects of the client relationship
Work in close cooperation with other coverage, product, and support functions to deliver Deutsche Bank’s value proposition
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.)
Act within professional, legal, and ethical boundaries and guidelines
Skills You’ll Need
Bachelor’s Degree is required – CFA, MBA degree, or other advanced degree is a plus
Good understanding of the governing regulatory framework (e.g. RDR, MiFID II, etc.)
Solid network of clients in the target coverage market is required
Skills That Will Help You Excel
Detail oriented with excellent communication and collaboration skills
Expectations
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 a candidate’s skill set, experience, education, work location, and other qualifications.
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.
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: https://careers.db.com/life
The California Consumer Privacy Act outlines how companies can use personal information. If you are interested in receiving a copy of Deutsche Bank’s California Privacy Notice please email HR.Direct@DB.com.
Deutsche Bank Benefits
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 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.
#J-18808-Ljbffr