Senior Relationship Manager - Director

Deutsche Bank

San Francisco, CA, US
Base: $220,000 to $350,000; bonus/equity: not spec...
Hybrid
Bachelor's degree required
Solid network of clients in target market
Understanding of rdr mifid ii regulatory framework
This role serves as the primary point of contact for clients to access Deutsche Bank Wealth Management solutions

Job Summary

  • This role serves as the primary point of contact for clients to access Deutsche Bank Wealth Management solutions.
  • The position requires proactively identifying new client leads and growing existing business relationships while ensuring a holistic client experience.
  • Employees benefit from a hybrid working model, competitive compensation packages, and comprehensive health and wellbeing benefits.

Matching Summary

This role serves as the primary point of contact for clients to access Deutsche Bank Wealth Management solutions.

Salary

Base: $220,000 to $350,000; Bonus/Equity: Not specified; Benefits: Health, retirement, parental leave included

Skills & Requirements

Must-have

  • Bachelor's Degree required
  • Solid network of clients in target market
  • Understanding of RDR MiFID II regulatory framework

Nice-to-have

  • CFA or MBA degree preferred
  • Detail oriented with excellent communication skills
  • Superior investment acumen

Key Requirements

  • Bachelor's Degree (MBA/CFA plus)
  • Regulatory knowledge (RDR, MiFID II)
  • Existing client network in target coverage market

Work Rights

Not specified

Tailored Resume

Cover Letter