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Relationship Manager, Latin America

2 months ago

Doral, Florida, United States Deutsche Bank Full time
About the Role

As a Relationship Manager, Latin America, you will play a critical role in developing, managing, and retaining client relationships in the Mexican or Brazilian market. Your primary focus will be on growth, increasing 'wallet share' through cross-selling and attracting new clients, and identifying sales initiatives based on expert knowledge of the market, industry, and Wealth Management's capabilities.

Key Responsibilities
  • Develop and implement a marketing strategy to grow current Private Banking relationships and cultivate new business.
  • Design and implement 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.
  • Cross-sell other products and services offered by the Bank, such as Investment Banking, Asset Management, and Third Party products.
  • Ensure that current clients and prospects meet the Bank's client suitability standards while adhering to all Bank policies and procedures.
  • Maintain ongoing high-level 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 objectives.
  • 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 communication with all areas of the Bank.
Requirements
  • Extensive experience as a 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 Bank's products and services, including credit policies, guidelines, and procedures.
  • Complete understanding and adherence to regulatory requirements in marketing the Private Bank's products and services.
  • Strong knowledge of financial instruments and markets.
  • Strong sales and marketing abilities.
  • 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.