Senior Wealth Relationship Director

Deutsche Bank AG; Los Angeles (CA); Hybrid; USD 220,000 - 350,000; Full time

Benefits offered by this job

Hybrid work model

Diversity & inclusion

Retirement savings plan

Parental leave

Volunteer programs

Job summary

Deutsche Bank AG is seeking a Senior Relationship Manager in Wealth Management, based in San Francisco or Los Angeles. The role focuses on acquiring new clients and assets, managing holistic client experiences, and coordinating with lending specialists to grow relationships.

The position requires a Bachelor’s degree with additional credentials like CFA/MBA as a plus, together with regulatory knowledge (MiFID II) and a solid client network. Hybrid work is offered.

Qualifications

• Bachelor’s degree required; CFA or MBA is a plus.
• Strong knowledge of regulatory frameworks (e.g. MiFID II) and data protection.
• Extensive client network in the target market.
• Experience in wealth management is preferred.

Responsibilities

• Develop and manage the client relationship, delivering holistic wealth management solutions.
• Identify new client leads and assets while growing existing business.
• Coordinate with lending specialists to meet client financing needs.
• Ensure AML/KYC compliance and timely client due‑diligence.
• Collaborate with product and support teams to deliver Deutsche Bank value proposition.

Skills

Client relationship management

Communication skills

Investment acumen

Education

Bachelor’s Degree

Job description

Deutsche Bank AG is seeking a Senior Relationship Manager in Wealth Management, based in San Francisco or Los Angeles. The role focuses on acquiring new clients and assets, managing holistic client experiences, and coordinating with lending specialists to grow relationships.

The position requires a Bachelor’s degree with additional credentials like CFA/MBA as a plus, together with regulatory knowledge (MiFID II) and a solid client network. Hybrid work is offered.