Wealth Management: Senior Relationship Director

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

Benefits offered by this job

Hybrid work model

Generous vacation and personal days

Health and wellbeing benefits

Retirement savings plan

Job summary

Deutsche Bank's Wealth Management division seeks a Senior Relationship Manager (Director) to lead client coverage in San Francisco or Los Angeles. You will manage the client relationship end-to-end and coordinate with Investment Manager to deliver bespoke wealth solutions.

This role emphasizes acquiring new clients and assets, maintaining high standards of service, and ensuring AML/KYC compliance while collaborating with product and support teams in a hybrid work environment.

Qualifications

• Bachelor's Degree is required; CFA, MBA or other advanced degree is a plus.
• Strong understanding of regulatory frameworks (e.g., RDR, MiFID II) and data protection regulations.
• Solid network of clients in the target coverage market and established relationships.

Responsibilities

• Develop, manage, and maintain the client relationship with a holistic service approach.
• Identify market opportunities and prospect for new clients and assets; build long-term relationships.
• Identify lending/financing needs and coordinate with lending specialists to grow opportunities.
• Ensure AML/KYC controls and proper account oversight.
• Collaborate with coverage, product, and support teams to deliver Deutsche Bank's value proposition.

Skills

Relationship management

Client networking

Regulatory knowledge

Communication

Education

Bachelor's degree

CFA/MBA or equivalent

Job description

Deutsche Bank's Wealth Management division seeks a Senior Relationship Manager (Director) to lead client coverage in San Francisco or Los Angeles. You will manage the client relationship end-to-end and coordinate with Investment Manager to deliver bespoke wealth solutions.

This role emphasizes acquiring new clients and assets, maintaining high standards of service, and ensuring AML/KYC compliance while collaborating with product and support teams in a hybrid work environment.