Position Overview
Corporate Title: Analyst – Associate
Location: Miami, Florida
As a Relationship Coordinator, you will be responsible for providing support to one or more bankers in maintaining key client relationships and revenue streams. You will serve as the primary day-to-day contact for clients, acting independently as a liaison between clients, bankers, and operations staff. You will have substantial, direct interaction with clients and prospects, fielding inquiries, conducting research, preparing presentations, and executing special requests. You will maintain a general knowledge of all Private Wealth Management products and services, guidelines, and procedures to resolve discrepancies and answer client questions.
What We Offer You
- A diverse and inclusive environment that embraces change, innovation, and collaboration.
- A hybrid working model, allowing for in-office and work-from-home flexibility, plus generous vacation, personal, and volunteer days.
- Employee Resource Groups that support an inclusive workplace 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
- Provide back-up coverage for bankers, ensure timely follow-up for assigned projects, and handle problems proactively.
- Prepare customized reports and summaries as needed.
- Organize and maintain files, correspondence, and records in accordance with policy.
- Facilitate client-directed transactions, including account closures and maintenance.
- Manage new client adoptions, including Know Your Client (KYC) and account opening processes.
- Drive all Event Driven Reviews and regularly review KYCs to completion.
- Support bankers in the acquisition of new clients and revenue streams by maintaining the deal pipeline.
Skills You'll Need
- Undergraduate degree (Bachelor’s degree in a finance-related field preferred).
- Experience in a related field is a preference.
- Ability to interact effectively with clients, managers, and peers.
Skills That Will Help You Excel
- Must be fluent in English, Spanish, and Portuguese (written and verbal).
- Ability to demonstrate strong time management and problem-solving skills in a fast-paced environment.
- Ability to remain stable under pressure.
- Entrepreneurial and highly motivated mindset.
- Excellent teamwork skills with the ability to work in virtual global teams and a matrix organization.
- Excellent oral and written communication skills.
Additional Information
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. The salary range for this position in Miami, Florida is $75,000 to $100,000. 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.
Deutsche Bank provides reasonable accommodations to candidates and employees with a substantiated need based on disability and/or religion. We are an equal opportunity employer and welcome applications from all people.