Wealth Management Relationship Manager – Private Equity Clients (Director)

Deutsche Bank; Kegworth; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading financial institution in Kegworth is seeking an experienced Wealth Management Relationship Manager to work with Private Equity clients. You will leverage your existing network to deliver tailored financial solutions and ensure compliance with regulatory standards. The ideal candidate will have a strong educational background and relevant industry experience.

Benefits

Competitive salary

30 days holiday plus bank holidays

Life Assurance and Private Healthcare

Flexible working options

Gym benefits

Qualifications

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

Responsibilities

• Originate new clients from the private equity ecosystem.
• Deliver tailored wealth management solutions.
• Ensure compliance with AML and KYC standards.

Skills

Industry experience with private equity professionals

Knowledge of regulatory framework

Client relationship management

Financial analysis skills

Education

Bachelor’s degree or equivalent qualification

Level 4 RDR certification

Job description

Description

Job Title Wealth Management Relationship Manager – Private Equity Clients (Director)

Location London

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

is the leading German bank with strong European roots and a global network. Click to see what we do.

Deutsche Bank in the UK is proud to have been named for six consecutive years. Additionally, we have been awarded a Gold Award from Stonewall and named in their 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 on 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.

We welcome applications from all people and promote a positive, fair and inclusive work environment.