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Relationship Manager

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New York, New York, United States Deutsche Bank Full time
Job Summary

We are seeking a highly motivated and detail-oriented Relationship Coordinator to join our team at Deutsche Bank. As a key member of our team, you will be responsible for providing exceptional support to our bankers and clients, ensuring seamless communication and relationship management.

Key Responsibilities
  • Provide back-up coverage for bankers, ensuring timely and accurate follow-up on assigned projects.
  • Serve as the primary contact for clients, handling problems before they become significant and preparing customized reports/summaries as needed.
  • Organize and maintain files, correspondence, and records in accordance with policy, facilitating client-directed transactions.
  • Responsible for new client adoptions, including Know Your Client (KYC) and account opening processes.
  • Manage and drive all Event Driven Reviews and regularly review KYCs to completion.
Requirements
  • Undergraduate degree in a finance-related field preferred.
  • Experience in a related field is a plus.
  • Series 7 and 63 recommended.
  • Excellent oral and written communication skills.
  • Ability to interact effectively with clients, managers, and peers.
What We Offer
  • A diverse and inclusive work environment that values collaboration and innovation.
  • A hybrid working model, offering flexibility and work-life balance.
  • Competitive compensation packages, including health and wellbeing benefits, retirement savings plans, and parental leave.
  • Opportunities for professional growth and development.