Private Bank - Client Lifecycle Management (CLM) Specialist, AVP/Associate
Deutsche Bank
About this role
The Client Lifecycle Management (CLM) Specialist supports the Private Bank’s Front Office by providing expert guidance on Source of Wealth, AML, KYC and client documentation matters. The role works closely with Relationship Managers, Client Advisors and control functions to ensure regulatory-aligned onboarding and client due diligence. This position serves as a subject matter expert on complex client structures and contributes to process improvements and remediation initiatives across the client portfolio.
Skills
Qualifications
About Deutsche Bank
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Recent company news
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About Deutsche Bank
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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View leadership team, funding history,
and employee contacts for Deutsche Bank.
Salary
$83k – $110k
per year