Senior Relationship Manager - Director

Job Title: Senior Relationship Manager Corporate Title: Director Location: San Francisco or 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 and assets in line with the Bank’s Business proposition and growing existing business relationships, assuring a holistic, 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 acting as first point of contact and 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 large proportion of time focused on bringing in new clients and assets (prospecting) and building long-term relationships Proactively identify client lending and 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 – includes Know Your Client in good quality and timely manner, no overdues, as well as account behavior focusing on 3rd party transactions Work in close cooperation with other coverage, product, and support functions to deliver Deutsche Bank’s value proposition, leveraging other divisions where possible How You’ll Lead Willing and able to develop other staff, e.g., analysts Uphold the team’s operating rhythm (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 conflict issues Skills You’ll Need Bachelor’s Degree required – CFA, MBA degree, or other advanced degree is a plus Strong understanding of the governing regulatory framework (e.g. RDR, MiFID II, applicable confidentiality, secrecy, data protection regulations and cross‑border rules where relevant) Solid network of clients in the target coverage market required Skills That Will Help You Excel Detail oriented with excellent communication and collaboration skills and superior investment acumen 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 $220,000 to $350,000. 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 remuneration. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status or other characteristics protected by law. Click these links to view Deutsche Bank’s Equal Opportunity Policy Statement and the following notices: EEOC Know Your Rights; Employee Rights and Responsibilities under the Family and Medical Leave Act; and Employee Polygraph Protection Act. We welcome applications from all people and promote a positive, fair and inclusive work environment. 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 View email address on click.appcast.io. #J-18808-Ljbffr Dormont Manufacturing Co