Senior Relationship Manager - Director

Deutsche Bank

Los Angeles (CA)

Hybrid

USD 220,000 - 350,000

Full time

14 days+
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Benefits offered by this job

Generous vacation
Personal and volunteer days
Health and wellbeing benefits
Retirement savings plans
Educational resources

Job summary

Deutsche Bank is seeking a Senior Relationship Manager for its Wealth Management division, located in San Francisco or Los Angeles. The role involves developing client relationships, performing market analysis, and ensuring compliance with regulatory frameworks.

You will benefit from a hybrid working model, a competitive salary between $220,000 to $350,000, and comprehensive wellness programs as part of the benefits package.

Qualifications

  • Bachelor’s Degree required, CFA, MBA, or other advanced degree is a plus.
  • Strong understanding of governing regulatory frameworks.
  • Solid network of clients in the target coverage market.

Responsibilities

  • Develop and manage client relationships for a holistic experience.
  • Perform market analysis to identify client leads and opportunities.
  • Identify client lending needs and involve specialists as required.
  • Act as the Accountable Client Owner for Anti-Money Laundering.
  • Collaborate with product and support functions to deliver services.

Skills

Client relationship management
Market analysis
Regulatory knowledge
Communication skills

Education

Bachelor’s Degree
CFA, MBA, or other advanced degree

Job description

Position Overview

Job Title: Senior Relationship Manager

Corporate Title: Director

Location: San Francisco or Los Angeles, CA

Overview

Deutsche 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 specialise in developing bespoke solutions for clients worldwide, including wealth planning across generations and 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 full suite of wealth management capabilities and solutions offered by Deutsche Bank Wealth Management. You will work closely with the Investment Manager to plan and service clients day‑to‑day, acquiring new clients and assets in line with the bank’s business proposition, and growing existing relationships to ensure a holistic, 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 or 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
  • Develop, manage, and maintain the overall relationship with the client, providing a holistic client experience and serving as the first point of contact for complaints
  • Perform continuous market analysis to identify potential client leads and opportunities, focusing on new client acquisition and asset growth, while sustaining long‑term relationships
  • Proactively identify client lending/financing needs and involve lending specialists to develop opportunities
  • Act as the Accountable Client Owner, responsible for all Anti‑Money Laundering aspects of the client relationship, including timely Know Your Client and monitoring account behavior for suspicious transactions
  • Work closely with product, coverage, and support functions to deliver Deutsche Bank’s value proposition and leverage other divisions where possible
How You’ll Lead
  • Willingly develop other staff, such as analysts
  • Uphold the team’s operating rhythm (e.g., prospect reviews, pipeline reviews, account planning), leading by example and demonstrating role‑model behaviour
  • Act within professional, legal, and ethical boundaries, observing all internal and external compliance regulations and code of ethics, and flagging and managing reputational risks and conflicts
Skills You’ll Need
  • Bachelor’s Degree required—CFA, MBA, or other advanced degree is a plus
  • Strong understanding of governing regulatory frameworks (e.g., RDR, MiFID II), confidentiality, data protection, and cross‑border rules where relevant
  • Solid network of clients in the target coverage market
Skills That Will Help You Excel
  • Detail‑oriented with excellent communication, collaboration skills and superior investment acumen
Expectations

It is the Bank’s expectation that employees hired into this role will work in the San Francisco or Los Angeles office in accordance with Deutsche 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 California is $220,000 to $350,000. 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. Posted salary ranges do not include incentive compensation or any other type of remuneration.

Deutsche Bank Benefits

Deutsche Bank offers benefits and perks that allow colleagues to live authentically and be their whole selves, at every stage of life. Benefits include physical, emotional, and financial wellness programs that enable colleagues to stay financially secure and maintain work‑life balance.

Equal Opportunity

Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status or other characteristics protected by law.

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