Relationship Coordinator - Assistant Vice President

Relationship Coordinator - Analyst - Assistant Vice President

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Job Title: Relationship Coordinator

Corporate

Title:

Analyst - Assistant Vice President

Location: New York, NY

ALL ROLES TO BE CONSIDERED

As a Relationship Coordinator, you will be responsible for providing support to one or more bankers in maintaining key client relationships / revenue streams. You will serve as the primary day‑to‑day contact for clients. You will act independently as a liaison between clients, bankers and operations staff, responding to client inquiries in a timely and accurate manner. You will have substantial, direct interaction with clients and prospects, fielding inquiries, doing research, preparing presentations and executing special requests.

You will have a general knowledge of all Private Wealth Management products and services, guidelines and procedures and be able to research account transaction records to resolve discrepancies and answer questions or provide documentation on client activities.

• 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

• Provide back‑up coverage when bankers are unavailable, provide timely and accurate follow‑up for assigned projects, serve as primary contact for clients, handle problems before they become significant and prepare customised reports/summaries as needed
• Organise and maintain files, correspondence and records in accordance with policy; facilitate client‑directed transactions (including account closures, maintenance etc)
• Responsible for new client adoptions – Know Your Client (KYC), account opening etc; manage and drive all Event‑Driven Reviews and regularly review KYCs to completion
• Provide support to assigned banker(s) in acquisition of new clients and revenue streams; maintain deal pipeline to reflect current prospects, active deals and revenue estimates

• Undergraduate degree, bachelor’s degree in finance related field preferred
• Experience in a related field a preference
• Ability to interact effectively with clients, managers and peers

• Ability to set and manage priorities
• Entrepreneurial and highly motivated
• Excellent oral and written communication skills
• Stable under pressure

It is the Bank’s expectation that employees hired into this role will work in the New York 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 New York City is $75,000 to $110,000. 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 remuneration.

At Deutsche Bank, we recognise 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 authentically 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.  

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