Job Title: Relationship Manager
Corporate Title: Director to Managing Director
Location: Miami, FL
Overview:
Deutsche Bank's Wealth Management business is one of the largest wealth managers worldwide, offering clients a broad range of traditional and alternative investment solutions, along with comprehensive advice on all aspects of Wealth Management. We specialize in developing bespoke solutions for clients around the world, including wealth planning across generations and borders, asset management with individual risk management, loans, and deposits.
As the Senior Relationship Manager, you will be the 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 closely 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 growing existing business relationships, assuring a holistic and high-standard client experience.
What We Offer You:
- 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 supporting an inclusive workplace for everyone and promoting 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
What You'll Do:
- Develop, manage, and maintain overall relationships with clients, providing a holistic client experience and being the first point of contact regarding client complaints
- Perform continuous market analysis to identify potential client leads and opportunities, focusing on bringing in new clients and new assets (prospecting), building and sustaining long-term relationships
- Proactively identify client lending/financing needs, involving lending specialists to further develop opportunities
- Act as the Accountable Client Owner with responsibility for all Anti Money Laundering aspects of the client relationship, including timely Know Your Client processes and account behavior monitoring
- Work in close cooperation with other coverage, product, and support functions to deliver Deutsche Bank's value proposition
How You'll Lead:
- 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), 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
Skills You'll Need:
- Bachelor's Degree is required - CFA, MBA degree, or other advanced degree is a plus
- Good understanding of the governing regulatory framework (e.g., RDR, MiFID II), including applicable confidentiality/data protection regulations and cross-border rules
- Solid network of clients in the target coverage market
Skills That Will Help You Excel:
- Detail-oriented with excellent communication and collaboration skills and superior investment acumen
Expectations:
It is the Bank's expectation that employees hired into this role will work in the New York 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 Miami is $160,000 to $300,000. 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.
Deutsche Bank Values & Diversity:
We believe talent is found in all cultures, countries, races, ethnicities, genders, sexual orientations, disabilities, beliefs, generations, backgrounds, and experiences. We pursue a working environment where everyone can be authentic and feel a sense of belonging.
We are an Equal Opportunity Employer - Veterans/Disabled and other protected categories.
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