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Deutsche Bank

Private Banker – Director

We are seeking an experienced and client-focused Private Banker – Director to join our dynamic wealth management team. This senior leadership role offers the opportunity to manage and grow relationships with high-net-worth clients, providing personalized financial solutions to meet their unique goals.

About the Role:
As a Private Banker, you will be responsible for building and maintaining a portfolio of affluent clients, delivering tailored banking, investment, and wealth management services. You will leverage your expertise in financial planning, credit solutions, and investment strategies to deepen client relationships and drive business growth. This position is ideal for a seasoned professional with a proven track record in private banking and a passion for delivering exceptional client experiences.

Key Responsibilities:

Develop and manage a portfolio of high-net-worth clients, delivering customized financial solutions that address their unique needs
Provide expert advice on wealth management, investment strategies, estate planning, and credit solutions
Build and maintain strong client relationships, serving as a trusted advisor and primary point of contact
Collaborate with internal teams, including investment management, lending, and financial planning, to deliver comprehensive client solutions
Identify new business opportunities, including client referrals and expanding relationships within existing accounts
Monitor client portfolios to ensure alignment with financial goals and recommend adjustments as needed
Stay informed about market trends, economic conditions, and regulatory changes to provide relevant insights to clients
Ensure compliance with internal policies and regulatory requirements in all client interactions and transactions
Represent the bank at client events, networking opportunities, and community engagements to enhance visibility and build relationships

Qualifications:

Bachelor’s degree in Finance, Economics, Business, or a related field; advanced degrees or certifications (e.g., CFA, CFP) are a plus
7+ years of experience in private banking, wealth management, or a related field
Proven ability to manage a portfolio of high-net-worth clients, delivering tailored financial solutions
Strong knowledge of investment products, financial planning, and credit strategies
Excellent interpersonal and communication skills, with a client-centric approach
Strong analytical and problem-solving abilities, with a focus on delivering results
Ability to thrive in a fast-paced, team-oriented environment while managing multiple priorities
Proficiency in financial software and tools, including CRM systems

Why Join Us?
This is a unique opportunity to join a leading financial institution and play a key role in delivering personalized wealth management solutions. We offer competitive compensation, professional growth opportunities, and a supportive culture that values innovation and collaboration. Join a team committed to helping clients achieve their financial aspirations.

Apply Today to take your career in private banking to the next level and make a meaningful impact on the financial success of our clients.

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