Senior Relationship Manager, Wealth Management (Hybrid)

Deutsche Bank AG; San Francisco (CA); Hybrid; USD 160,000 - 300,000; Full time

Benefits offered by this job

Hybrid work model

Generous vacation

Retirement plan

Health & wellbeing benefits

Job summary

Deutsche Bank AG in Wealth Management seeks a Senior Relationship Manager (Director–Managing Director) to be the primary client contact, delivering holistic investment and wealth planning solutions and coordinating with Investment Managers for day‑to‑day planning and servicing.

You will acquire new clients and assets, expand existing relationships, oversee anti‑money-laundering controls, and work in a hybrid San Francisco or Los Angeles office with strong compensation and benefits.

Qualifications

• Bachelor's degree or higher; CFA or MBA a plus.
• Solid understanding of regulatory frameworks (e.g., MiFID II) and data privacy considerations.
• Strong existing client network within target markets and ability to expand relationships.

Responsibilities

• Develop and manage the overall relationship with clients, delivering holistic wealth management solutions.
• Identify new client leads and assets; build long-term relationships while prospecting.
• Act as Accountable Client Owner for AML compliance and Know Your Client processes.

Skills

Bachelor's Degree

CFA

MBA

Regulatory knowledge

Client network

Analytical skills

Education

Bachelor's degree

CFA

MBA

Job description

Deutsche Bank AG in Wealth Management seeks a Senior Relationship Manager (Director–Managing Director) to be the primary client contact, delivering holistic investment and wealth planning solutions and coordinating with Investment Managers for day‑to‑day planning and servicing.

You will acquire new clients and assets, expand existing relationships, oversee anti‑money-laundering controls, and work in a hybrid San Francisco or Los Angeles office with strong compensation and benefits.