Senior Relationship Manager - Director -Managing Director
Deutsche Bank(11 months ago)
About this role
Senior Relationship Manager at Deutsche Bank Wealth Management serving UHNW/HNW clients in California. The role is a senior client-facing position that connects clients to the bank’s comprehensive wealth, investment, and cross-border planning solutions. It operates within a collaborative model alongside Investment Managers and other bank divisions to support bespoke client needs.
Required Skills
- Relationship Management
- Client Acquisition
- Prospecting
- Asset Growth
- Client Servicing
- Lending
- AML
- KYC
- Compliance
- Account Planning
+2 more
Qualifications
- Bachelor's Degree
- CFA
- MBA
About Deutsche Bank
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