Description:
Wealth Management Relationship Manager
Location: London
Deutsche Bank’s Wealth Management division is a global in in serving High Net Worth and Ultra High Net Worth. We offer investment solutions, strategic lending services and broad wealth structuring to our clients. Our London team is expanding its coverage of key client segments with complex and evolving financial needs.
What We’ll Offer You
A healthy, engaged and well-supported workforce are better equipped to do their best work and, more importantly, enjoy their lives inside and outside the workplace. That’s why we are committed to providing an environment with your development and wellbeing at its centre.
You can expect:
- Hybrid Working - we understand that employee expectations and preferences are changing. We have implemented a model that enables eligible employees to work remotely for a part of their working time and reach a working pattern that works for them
- Competitive salary and non-contributory pension
- 30 days’ holiday plus bank holidays, with the option to purchase additional days
- Life Assurance and Private Healthcare for you and your family
- A range of flexible benefits including Retail Discounts, a Bike4Work scheme and Gym benefits
- The opportunity to support a wide ranging CSR programme + 2 days’ volunteering leave per year
Your Key Responsibilities
- Working alongside the existing team to originate new clients, leveraging your existing network and creating internal relationships in the Corporate and Investment Bank
- Lead client relationships, delivering tailored wealth management solutions across investments and lending
- Delivering our finance proposition to clients
- Deliver client revenues, net new assets, 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, regulatory changes, and client-impacting developments
Your Skills And Experience
- 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
How We’ll Support You
- Training and development to help you excel in your career
- Flexible working to assist you balance your personal priorities
- Coaching and support from experts in your team
- A culture of continuous learning to aid progression
- A range of flexible benefits that you can tailor to suit your needs
- We value diversity and as an equal opportunities’ employer, we make reasonable adjustments for those with a disability such as the provision of assistive equipment if required (e.g. screen readers, assistive hearing devices, adapted keyboards)