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Senior Relationship Manager

2 months ago

San Francisco, California, United States Deutsche Bank Full time
About the Role

Deutsche Bank's Wealth Management business is one of the largest wealth managers worldwide, offering a broad range of traditional and alternative investment solutions, as well as comprehensive advice on all aspects of Wealth Management.

Key Responsibilities
  • Develop, manage, and maintain overall relationship with clients, providing a holistic client experience and being the first point of contact and overall responsible for 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.
  • 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.
Requirements
  • 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.
What We Offer
  • 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.