Senior Relationship Manager - Director - Managing Director

Uloop Inc.; Miami (FL); On-site; USD 160,000 - 300,000; Full time

Benefits offered by this job

Generous vacation

Health and wellbeing benefits

Retirement savings plans

Parental leave

Educational resources and volunteer programs

Job summary

Deutsche Bank is seeking an experienced Relationship Manager in Miami, FL. You'll lead client interactions, driving a holistic client experience while managing new and existing business relationships. Required qualifications include a Bachelor's Degree and a solid network in the financial market. Competitive salary ranges from $160,000 to $300,000, along with a hybrid working model that combines office and remote work. Join Deutsche Bank in delivering exceptional wealth management solutions.

Qualifications

• Bachelor's Degree is required; CFA or MBA is a plus.
• Solid network of clients in the target market is required.
• Good understanding of regulatory framework and data protection.

Responsibilities

• Develop and maintain relationships with clients, ensuring a holistic experience.
• Perform market analysis to identify potential clients.
• Proactively identify client lending needs and involve specialists as necessary.

Skills

Client relationship management

Market analysis

Communication skills

Regulatory knowledge

Education

Bachelor's Degree

CFA or MBA

Job description

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 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 specialize in developing bespoke solutions for our clients around the world, for instance wealth planning across successive generations and international 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 entire suite of wealth management capabilities and solutions offered by Deutsche Bank Wealth Management. This is achieved by working in close partnership with the Investment Manager in the day-to-day planning and servicing for the client. You will be responsible for acquiring new clients - which are in line with the Business proposition of the Bank - and assets as well as grow 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 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 overall relationship with the client, providing a holistic client experience and be the first point of contact and be overall responsible with regard to dealing with client complaints
• Perform continuous market analysis to identify potential client leads and opportunities in order to maintain and develop business with new and existing clients, spending a great proportion of time focused 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 the opportunity
• Act as the Accountable Client Owner with responsibility for all Anti Money Laundering aspects of the client relationship - this includes Know Your Client in good quality and in a timely manner (no overdues) as well as account behavior, i.e. transactions with focus on 3rd party transactions constituting transfers in and out to be in line with purpose and anticipated behavior of the accounts
• Work in close co-operation with other coverage, product, and support functions to deliver Deutsche Bank's value proposition, leveraging also other Deutsche Bank divisions where it's possible

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, etc.), 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 and conduct; flagging and managing reputational risks and conflicts issues

Skills You'll Need

• Bachelor's Degree is required - CFA, MBA degree, or other advanced degree is a plus
• Have a good understanding of the governing regulatory framework (e.g. RDR, MiFID II, etc.), including but not limited to applicable confidentiality / secrecy / data protection regulations and cross border rules where it's relevant
• Solid network of clients in the target coverage market is required

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.

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. Posted salary ranges do not include incentive compensation or any other type of remuneration.

We are an Equal Opportunity Employer - Veterans/Disabled and other protected categories.