Relationship Manager - Vice President (LATAM)

6420 DB Securities Inc; New York (NY); Hybrid; USD 141,000 - 218,000; Full time

Job summary

A leading financial institution is seeking a Relationship Manager to provide expert financial advice to high net-worth clients. The role involves managing investments, ensuring client satisfaction, and utilizing a broad range of banking products. The ideal candidate will have extensive experience in private banking and strong sales abilities, with a preference for candidates holding an MBA. This position offers a hybrid working model and competitive compensation.

Benefits

Generous vacation

Personal and volunteer days

Health and wellbeing benefits

Retirement savings plans

Parental leave

Family building benefits

Educational resources

Matching gift programs

Volunteer programs

Qualifications

• Extensive experience as Relationship Manager in a Private Bank.
• In-depth knowledge of Private Bank’s products and services.

Responsibilities

• Provide financial advice and implement financial planning recommendations for high net-worth clients.
• Manage investments and buy/sell stock on behalf of clients.

Skills

Relationship Management

Sales and Marketing

Communication

Problem Solving

Time Management

Spanish

Portuguese

Education

MBA

Job description

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.

What You’ll Do

Provide financial advice and implement financial planning recommendations for high net-worth clients.

Determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment.

Buy and sell stock on behalf of the client and manage investments.

Address client needs through effective application of bank products.

Assure service quality and client satisfaction

Comply with all bank policies and procedures and maintain current knowledge of all banking products.

How You’ll Lead

Review client holdings relative to objectives and act as a trusted financial advisor by presenting diversified strategies utilizing the full array of Private Banking products and services.

Skills You’ll Need

Extensive experience as Relationship Manager in a Private Bank.

In-depth knowledge of all the Private Bank’s products and services including credit policies, guidelines, and procedures, with a complete understanding and adherence to regulatory requirements in marketing the Private Bank’s products and services.

Strong knowledge of financial instruments and markets.

Strong sales and marketing abilities.

An MBA or other relevant advanced degree is highly desirable.

Skills That Will Help You Excel

Able to work with a culturally diverse workforce and client base.

Highly developed written and oral communication skills.

Excellent problem-solving skills.

Ability to demonstrate good time management skills.

Spanish and/or Portuguese speaking preferred.

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 New York City is $141,000 to $217,500. 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 authentically and be their whole selves, at every stage of life. We provide access to physical, emotional, and financial wellness benefits that allow our colleagues to stay financially secure and strike a balance between work and home. Click to learn more!

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We strive for an environment 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.

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