Senior Relationship Manager - Director

Job Description:

Job Title: Senior Relationship Manager

Corporate

Title:

Director

Location: San Francisco or Los Angeles, CA

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 – in line with the Business proposition of the Bank – and assets as well as growing existing business relationships, assuring a holistic, high‑standard client experience.

• 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

• Develop, manage, and maintain the overall relationship with the client, providing a holistic client experience and being the first point of contact for complaints
• Perform continuous market analysis to identify potential client leads and opportunities, dedicating a great proportion of time to prospecting new clients and new assets
• Building and sustaining long‑term relationships with existing clients
• Proactively identify 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 – ensuring Know Your Client requirements are met in a timely manner, monitoring account behavior, and focusing on third‑party transactions
• Work in close cooperation with other coverage, product, and support functions to deliver Deutsche Bank’s value proposition, leveraging other Deutsche Bank divisions where possible

• Willing and able to develop other staff, e.g., analysts
• Uphold the team’s operating rhythm (e.g., regular prospect review, pipeline review, account planning) and lead by example with model behavior
• Act within professional, legal, and ethical boundaries and guidelines, observing all internal and external compliance regulations and code of ethics; flag and manage reputational risks and conflict issues

• Bachelor’s Degree is required – CFA, MBA, or other advanced degree is a plus
• Good understanding of the governing regulatory framework (e.g., RDR, MiFID II, etc.) and related confidentiality, secrecy, data protection regulations and cross‑border rules where relevant
• Solid network of clients in the target coverage market is required

• Detail oriented with excellent communication and collaboration skills and superior investment acumen

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.

At Deutsche Bank, we recognize that our benefit programs have a profound impact on our colleagues. That’s why we are focused on providing benefits and perks that enable our colleagues to live fully and be their whole selves. We provide access to physical, emotional, and financial wellness benefits that allow our colleagues to stay financially secure and strike balance between work and home.

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.