Job Title: Private Banker
Corporate Title: Director - Managing Director
Location: San Francisco, CA & Los Angeles, CA
OverviewPrivate Bankers develop, manage, and retain client relationships. They are responsible for the acquisition of assets through expanding existing client relationships and cultivating new relationships for the Bank. Their 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 (WM) capabilities (products and services). They are 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. They offer value-added client solutions and demonstrate the ability to close the deal; they have an understanding of capital markets and their use in wealth preservation and a technical skill set focused on comprehensive wealth management.
Your Key Responsibilities:- Focus on new business development for target client segment ($10M - $25M investable assets)
- Generate up to $1M of annual production/net new revenue
- Maintain $3M - $5M of total annual production/book revenue
- Present to clients a holistic approach, leveraging the entire Deutsche Bank platform
- Determine the right coverage model in order to deliver comprehensive and personalized wealth management solutions and diversified strategies to meet the demands of clients
- Ensure current and prospective clients meet all Know Your Client (KYC), Anti-Money Laundering (AML), suitability and all other corporate and regulatory compliance standards
Your Skills and Experience:- Previous relevant experience
- S7 and S63 registered
- Drive and motivation to meet targets coupled with very good sales and negotiation skills
- Expansive knowledge of regional and local financial markets
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