Director of Senior Relationship Manager
deutsche bankLos Angeles, CA
Director of Senior Relationship Manager
L5
deutsche bankLos Angeles, CA2 days ago
Occupations
Investment Fund ManagersFinancial ManagersSecurities, Commodities, and Financial Services Sales AgentsIndustries
Portfolio Management and Investment AdviceCommercial BankingInvestment Banking and Securities IntermediationDeutsche 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 - which are in line with the Business proposition of the Bank - and assets as well as grow existing business relationships, assuring a holistic, and high-standard client experience
Develop, manage, and maintain overall relationship with the client, providing a holistic client experience and be the first point of contact and be overall responsible with regard to 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 great proportion of time focused on bringing in new clients and new assets (prospecting), building and sustaining long-term relationships
Proactively identifying client lending / financing needs, involving lending specialists to further develop the opportunity
Perform continuous market analysis to identify potential client leads and opportunities
Act as the Accountable Client Owner with responsibility for all Anti-Money Laundering aspects of the client relationship - this includes Know Your Client in good quality and in a timely manner (no overdues) as well as account behavior, i.e. transactions with focus on 3rd party transactions constituting transfers in and out to be in line with purpose and anticipated behavior of the accounts
Work in close co-operation with other coverage, product, and support functions to deliver Deutsche Bank's value proposition, leveraging also other Deutsche Bank divisions where it's 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, 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 conflicts issues
Bachelor's Degree is required - CFA, MBA degree, or other advanced degree is a plusSolid network of clients in the target coverage market is requiredHave a good understanding of the governing regulatory framework (e.g. RDR, MiFID II, etc.), including but not limited to applicable confidentiality / secrecy / data protection regulations and cross border rules where it's relevantDetail oriented with excellent communication and collaboration skills and superior investment acumen
Apply now
Level
SeniorL5
Location
Los Angeles, CA
Occupation
Investment Fund Managers
Industry
Portfolio Management and Investment Advice
Posted
2 days ago
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