Senior Relationship Manager - Director -managing Director

Deutsche Bank UK

San Francisco, CA, US
Base: $160,000 to $300,000; bonus/equity: not spec...
Hybrid
Bachelor's degree required
Solid network of clients in target market
Understanding of rdr and mifid ii regulations
The role serves as the primary point of contact for clients, responsible for acquiring new business and growing existing relationships within Deutsche Bank's Wealth Management division

Job Summary

  • The role serves as the primary point of contact for clients, responsible for acquiring new business and growing existing relationships within Deutsche Bank's Wealth Management division.
  • Candidates must maintain a holistic client experience while proactively identifying lending needs and ensuring strict adherence to Anti-Money Laundering and Know Your Client regulations.
  • Deutsche Bank offers a competitive compensation package ranging from $160,000 to $300,000 along with a hybrid working model and comprehensive benefits including retirement savings and parental leave.

Matching Summary

The role serves as the primary point of contact for clients, responsible for acquiring new business and growing existing relationships within Deutsche Bank's Wealth Management division.

Salary

Base: $160,000 to $300,000; Bonus/Equity: Not specified; Benefits: Health, retirement, parental leave, volunteer programs

Skills & Requirements

Must-have

  • Bachelor's Degree required
  • Solid network of clients in target market
  • Understanding of RDR and MiFID II regulations
  • Proven ability to acquire new clients and assets
  • Responsibility for Anti-Money Laundering compliance

Nice-to-have

  • CFA or MBA degree preferred
  • Experience with cross-border wealth planning
  • Ability to develop junior staff members
  • Strong investment acumen and communication skills
  • Willingness to work in a hybrid model

Key Requirements

  • Bachelor's Degree (MBA/CFA plus)
  • Existing client network in San Francisco/Los Angeles
  • Knowledge of RDR and MiFID II frameworks
  • Compliance with AML and KYC protocols

Work Rights

Not specified

Tailored Resume

Cover Letter