Senior Relationship Manager - Director

Deutsche Bank’s Wealth Management business is one of the largest wealth managers worldwide, offering 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 clients around the world, including 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 role involves close partnership with the Investment Manager in the day-to-day planning and servicing for clients. You will be responsible for acquiring new clients and assets, growing existing business relationships, and ensuring a holistic, high-standard client experience.

Responsibilities

• Develop, manage, and maintain overall relationships with clients, providing a holistic client experience and serving as the first point of contact for client complaints.
• Perform continuous market analysis to identify potential client leads and opportunities, focusing on bringing in new clients and assets (prospecting) while building and sustaining long-term relationships.
• Proactively identify client lending and financing needs, involving lending specialists to further develop opportunities.
• Act as the Accountable Client Owner with responsibility for all Anti-Money Laundering aspects of the client relationship, including Know Your Client (KYC) processes, account behavior monitoring, and ensuring compliance with purpose and anticipated behavior of accounts.
• Work in close cooperation with other coverage, product, and support functions to deliver Deutsche Bank’s value proposition, leveraging other Deutsche Bank divisions where possible.
• Lead and develop other staff, e.g., analysts, while upholding the team’s operating rhythm (e.g., regular prospect review, pipeline review, account planning).
• Act within professional, legal, and ethical boundaries, observing all internal and external compliance regulations, code of ethics, and conduct; flag and manage reputational risks and conflicts.

Requirements

• Bachelor’s Degree is required; CFA, MBA, or other advanced degree is a plus.
• Good understanding of the governing regulatory framework (e.g., RDR, MiFID II), including applicable confidentiality, secrecy, data protection regulations, and cross-border rules.
• Solid network of clients in the target coverage market is required.
• Detail-oriented with excellent communication, collaboration skills, and superior investment acumen.

Benefits

• A diverse and inclusive environment that embraces change, innovation, and collaboration.
• Hybrid working model, allowing for in-office/work-from-home flexibility, generous vacation, personal, and volunteer days.
• Employee Resource Groups that support an inclusive workplace 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.

Pay

The salary range for this position in California is $220,000 to $350,000. Actual salaries may vary based on 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 other types of remuneration.

Schedule

This role follows Deutsche Bank’s hybrid working model, with an expectation that employees will work in the San Francisco or Los Angeles office. Deutsche Bank provides reasonable accommodations to candidates and employees with a substantiated need based on disability and/or religion.