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Deutsche Bank · 4 hours ago

Senior Relationship Manager - Director - Managing Director

Miami, FL

Full-time

Hybrid

Lead/Staff

$160K/yr - $300K/yr

Deutsche Bank is one of the largest wealth managers worldwide, offering a broad range of investment solutions and comprehensive advice on wealth management. As the Senior Relationship Manager, you will serve as the primary point of contact for clients, responsible for acquiring new clients and managing existing relationships to ensure a high-standard client experience.

BankingFinanceFinancial Services

Responsibilities

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 identifying client lending / financing needs, involving lending specialists to further develop the opportunity

Perform continuous market analysis to identify potential client leads and opportunities

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

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

Qualification

CFAMBARegulatory framework knowledgeClient relationship managementInvestment acumenDetail orientedCommunication skillsCollaboration skills

Required

Bachelor's Degree is required

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