Senior Relationship Manager - Director -managing Director

Deutsche Bank

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 mifid ii regulatory framework
The role serves as the primary point of contact for clients to access Deutsche Bank Wealth Management solutions

Job Summary

  • The role serves as the primary point of contact for clients to access Deutsche Bank Wealth Management solutions.
  • Employees will be responsible for acquiring new clients and growing existing business relationships while ensuring a high-standard client experience.
  • The position offers a hybrid working model with flexibility between in-office and remote work in San Francisco or Los Angeles.

Matching Summary

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

Salary

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

Skills & Requirements

Must-have

  • Bachelor's degree required
  • Solid network of clients in target market
  • Understanding of RDR MiFID II regulatory framework
  • Experience with Anti-Money Laundering compliance
  • Proven ability to prospect new clients and assets

Nice-to-have

  • CFA or MBA advanced degree preferred
  • Willingness to develop junior staff members
  • Detail-oriented communication skills
  • Superior investment acumen
  • Collaborative team player mindset

Key Requirements

  • Bachelor's Degree (MBA/CFA plus)
  • Regulatory knowledge of RDR and MiFID II
  • Existing client network in target coverage market
  • Compliance with Know Your Client protocols

Work Rights

Not specified

Tailored Resume

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