Wealth Management Relationship Manager - Private Equity Clients

Deutsche Bank AG; Camden Town; Hybrid; GBP 60,000 - 80,000; Part time

Job summary

A leading financial institution in London is seeking a Wealth Management Relationship Manager to engage with private equity clients. The role entails developing client relationships, delivering tailored financial solutions, and ensuring compliance with regulatory standards. Ideal candidates will have substantial knowledge of private equity and investment solutions. This position offers a competitive salary and allows for hybrid working arrangements.

Benefits

Hybrid Working

30 days' holiday plus bank holidays

Life Assurance and Private Healthcare

Flexible benefits including retail discounts and gym benefits

Qualifications

• Educated to bachelor's degree level or equivalent qualification/industry experience.
• Regulatory certification in the UK to a level 4 RDR minimum or equivalent.
• Demonstrated experience working with private equity professionals.

Responsibilities

• Originate new clients from within the private equity ecosystem.
• Lead client relationships with PE professionals.
• Ensure compliance with Anti-Money Laundering (AML) and Know Your Client (KYC) standards.

Skills

Client relationship management

Private equity expertise

Regulatory knowledge

Networking skills

Education

Bachelor's degree or equivalent

Regulatory certification level 4 RDR or equivalent

Job description

Wealth Management Relationship Manager - Private Equity Clients

Company: Deutsche Bank

Location: London, United Kingdom

Type: Permanent, Part time

Salary: Competitive

Job Title: Wealth Management Relationship Manager - Private Equity Clients

Corporate Title: Director

Deutsche Bank's Wealth Management division is a global leader in serving High Net Worth and Ultra High Net Worth individuals. We offer investment solutions, strategic lending services and broad wealth structuring to our clients. Our London team is expanding its coverage of Private Equity professionals, a key client segment with complex and evolving financial needs.

What we'll offer you

A healthy, engaged and well-supported workforce are better equipped to do their best work and, more importantly, enjoy their lives inside and outside the workplace. That's why we are committed to providing an environment with your development and wellbeing at its centre. You can expect:

• Hybrid Working - we understand that employee expectations and preferences are changing. We have implemented a model that enables eligible employees to work remotely for a part of their working time and reach a working pattern that works for them.
• Competitive salary and non-contributory pension.
• 30 days' holiday plus bank holidays, with the option to purchase additional days.
• Life Assurance and Private Healthcare for you and your family.
• A range of flexible benefits including Retail Discounts, a Bike4Work scheme and Gym benefits.
• The opportunity to support a wide ranging CSR programme + 2 days' volunteering leave per year.

Your key responsibilities

• Working alongside the existing team to originate new clients from within the private equity ecosystem, leveraging your existing network and creating internal relationships with the relevant financial sponsors coverage teams in the Corporate and Investment Bank.
• Lead client relationships with PE professionals, delivering tailored wealth management solutions across investments and lending.
• Delivering our fund finance proposition to financial sponsors.
• Deliver client revenues, net new assets, and net new lending business in line with the firm's strategy.
• Act as Accountable Client Owner, ensuring full compliance with Anti-Money Laundering (AML), Know Your Client (KYC), and regulatory standards.
• Stay ahead of market trends, regulatory changes, and client-impacting developments relevant to private equity professionals.

Your skills and experience

• Educated to bachelor's degree level or equivalent qualification/industry experience.
• Regulatory certification in the United Kingdom to a level 4 RDR (Retail Distribution Review) minimum or equivalent.
• Demonstrated industry experience, ideally working with private equity professionals and financial sponsors.
• Good understanding of the governing regulatory framework, including but not limited to, applicable confidentiality/ secrecy/ data protection regulations and cross border rules where relevant.
• Expertise to source and onboard new clients in the Wealth Management space.

How we'll support you

• Training and development to help you excel in your career.
• Coaching and support from experts in your team.
• A culture of continuous learning to aid progression.
• A range of flexible benefits that you can tailor to suit your needs.
• We value diversity and as an equal opportunities' employer, we make reasonable adjustments for those with a disability such as the provision of assistive equipment if required (for example, screen readers, assistive hearing devices, adapted keyboards).
• Flexible working to assist you to balance your personal priorities.

About us

Deutsche Bank is the leading German bank with strong European roots and a global network. Deutsche Bank in the UK is proud to have been named The Times Top 50 Employers for Gender Equality 2025 for six consecutive years. Additionally, we have been awarded a Gold Award from Stonewall and named in their Top 100 Employers 2024 for our work supporting LGBTQ+ inclusion.

If you have a disability, health condition, or require any adjustments during the application process, we encourage you to contact our Adjustments Concierge to discuss how we can best support you. Alternatively, you can share your phone number, and a member of the team will be happy to call you to talk through your specific requirements.

Deutsche Bank & Diversity

We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively. Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group. We welcome applications from all people and promote a positive, fair and inclusive work environment.