Deutsche Bank
Finance
WealthManagementRelationshipManager
“Wealth Management Relationship Manager at Deutsche Bank. Skills: Wealth Management Relationship Management, Client Relationship Management, Wealth Structuring, Investment Solutions, Lending Services. Originate new clients. Lead client relationships”
What You'll Achieve.
Deliver client revenues; Net new assets; Net new lending business
Industry & Context.
What They're Looking For.
Must Have
Educated to bachelor’s degree level or equivalent qualification/industry experience, Regulatory certification in the United Kingdom to a level 4 RDR (Retail Distribution Review) minimum or equivalent, Demonstrated industry experience and client acquisition, Good understanding of the governing regulatory framework, including but not limited to, applicable confidentiality/ secrecy/ data protection regulations and cross border rules where relevant, Expertise to source and onboard new clients in the Wealth Management space
What You'll Do.
Originate new clients
Lead client relationships
Delivering tailored wealth management solutions across investments and lending
Deliver client revenues
and net new lending business in line with the firm’s strategy
Act as Accountable Client Owner
Ensuring full compliance with Anti-Money Laundering (AML)
Know Your Client (KYC)
and regulatory standards
Stay ahead of market trends
and client-impacting developments
How You'll Work.
Team & Collaboration
Working alongside the existing team; Leveraging internal relationships in the Corporate and Investment Bank
Applying for this Wealth Management Relationship Manager role?
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