Job Description
Job Description: Job Title Relationship Manager, LatAm
Corporate Title Director
Location Miami, FL
Overview As the Relationship Manager, you will develop, manage, and retain client relationships in the Mexican or Brazilian market. You will be responsible for the acquisition of assets through expanding existing client relationships and cultivating new relationships for the Bank. Your primary focus is on growth - increasing wallet share through cross-selling and attraction of new clients and identifying sales initiatives based on expert knowledge of the market, industry, and Wealth Management's capabilities (products and services). You will be actively involved in new business development (including identifying cross-sell opportunities) and are focused on building a prospect client-base and identifying referral sources both internally and externally. As the Relationship Manager you will offer value-added client solutions and demonstrate the ability to close the deal; you will have an understanding of capital markets and the use in wealth preservation and a technical skill set focused on comprehensive wealth management.
What We Offer You - A diverse and inclusive environment that embraces change, innovation, and collaboration
- A hybrid working model, allowing for in-office / work from home flexibility, generous vacation, personal and volunteer days
- Employee Resource Groups support an inclusive workplace for everyone 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
What You'll Do - Deliver solutions to UHNW clients in the Latin America region. Design and implement a marketing strategy aimed at growing current Private Banking relationships as well as cultivating new business. Develop a sales and marketing plan for each client and prospect
- Develop a base of prospective clients through referrals and expand market share. Respond to client needs by maintaining a calling program, reviewing the plan periodically and monitoring new business results against assigned revenue objectives. Introduce product specialists to enhance client servicing when appropriate. Cross-sell other products and services offered by the Bank (i.e. Investment Banking, Asset Management, and Third Party products, etc.)
- Ensure that current clients and prospects meet the Bank's client suitability standards while adhering to all Bank policies and procedures. Maintain ongoing high level of due diligence on all clients and prospects. Open and close accounts ensuring that the proper documentation has been obtained
- Cultivate client relationships and proactively find solutions to meet client financial needs and objective. Maintain and improve profitability of existing client relationships. Maintain ongoing client satisfaction. Maintain Private Banking standards for Service Quality. Identify client issues and escalate to management as appropriate. Provide constructive feedback to appropriate product, service, and operational areas. Establish and maintain open lines of communications with all areas of the Bank
How You'll Lead - Review client holdings relative to objectives and act as a trusted financial advisor by presenting diversified strategies utilizing the full array of Private Banking products and services
- Meet financial goals based on targets set forth for its market of coverage. Manage annual asset, revenue, and expense budget to ensure that financial targets are met
Skills You'll Need - Extensive experience as Relationship Manager in a Private Bank covering LATAM clients
- Must be fluent in Spanish and/or Portuguese - Any other language is a strong plus
- In depth knowledge of all the Private Bank's products and services including the credit policies, guidelines and procedures. Complete understanding and adherence to regulatory requirements in marketing the Private Bank's products and services
- Strong knowledge of financial instruments and markets
- Strong sales and marketing abilities
Skills That Will Help You Excel - MBA or other relevant advanced degree is highly desirable
- Able to work with a culturally diverse workforce and client base
- Highly developed written and oral communication skills
- Excellent problem-solving skills
- Ability to demonstrate good time management skills
Expectations It is the Bank's expectation that employees hired into this role will work in the Miami office in accordance with the Bank's hybrid working model.
Deutsche Bank provides reasonable accommodations to candidates and employees with a substantiated need based on disability and/or religion.
The salary range for this position in Miami is $160,000 to $300,000. Actual salaries may be based on a number of 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 any other type of renumeration.
Deutsche Bank Values & Diversity We believe talent is found in all cultures, countries, races, ethnicities, genders, sexual orientations, disabilities, beliefs, generations, backgrounds and experiences. We pursue a working environment where everyone can be authentic and feel a sense of belonging. Click here to find out more about our diversity and inclusion efforts.
We are an Equal Opportunity Employer - Veterans/Disabled and other protected categories.
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Deutsche Bank Benefits At Deutsche Bank, we recognize that our benefit programs have a profound impact on our colleagues. That's why we are focused on providing benefits and perks that enable our colleagues to live authenti-cally and be their whole selves, at every stage of life. We provide access to physical, emotional, and financial wellness benefits that allow our colleagues to stay financially secure and strike balance between work and home. Click here to learn more!
Click these links to view the following notices: EEO is the Law poster and supplement ; Employee Rights and Responsibilities under the Family and Medical Leave Act ; Employee Polygraph Protection Act and Pay Transparency Nondiscrimination Provision
#LI-HYBRID #LI-REMOTE #LI-ONSITE Our values define the working environment we strive to create - diverse, supportive and welcoming of different views. We embrace a culture reflecting a variety of perspectives, insights and backgrounds to drive innovation. We build talented and diverse teams to drive business results and encourage our people to develop to their full potential. Talk to us about flexible work arrangements and other initiatives we offer.
We promote good working relationships and encourage high standards of conduct and work performance. We welcome applications from talented people from all cultures, countries, races, genders, sexual orientations, disabilities, beliefs and generations and are committed to providing a working environment free from harassment, discrimination and retaliation.
Visit Inside Deutsche Bank to discover more about the culture of Deutsche Bank including Diversity, Equity & Inclusion, Leadership, Learning, Future of Work and more besides.
We are an Equal Opportunity Employer - Veterans/Disabled and other protected categories. Click these links to view the following notices: EEO is the Law poster and supplement ; Employee Rights and Responsibilities under the Family and Medical Leave Act ; Employee Polygraph Protection Act and Pay Transparency Nondiscrimination Provision .
Job Tags
Full time, Remote job, Flexible hours,