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Private Banker - Director
Private Banker - Director-August 2024
San Francisco
Aug 23, 2025
ABOUT DEUTSCHE BANK
Deutsche Bank is a tech-driven provider of financial services, offering corporate, investment, private, retail, and asset management products on a global scale.
10,000+ employees
Financial Services, Technology
VIEW COMPANY PROFILE >>
About Private Banker - Director

  Job Description:

  Job Title: Private Banker

  Corporate Title: Director - Managing Director

  (ALL ROLES TO BE CONSIDERED)

  Location: San Francisco, CA & Los Angeles, CA

  Overview

  Private 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.

  What We Offer You:

  We offer competitive health and wellness benefits, empowering you to value life in and out of the officeRetirement Savings Plans, Parental Leave, and other family-friendly programsEducational Resources including College Coaching, Sponsorship [Tuition and Test Prep] Programs, and Student Loan Refinancing

  Hear from our people and look inside our office: DB@The Muse

  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 revenueMaintain $3M - $5M of total annual production/book revenuePresent to clients a holistic approach, leveraging the entire Deutsche Bank platformDetermine the right coverage model in order to deliver comprehensive and personalized wealth management solutions and diversified strategies to meet the demands of clientsEnsure 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 experienceS7 and S63 registeredDrive and motivation to meet targets coupled with very good sales and negotiation skillsExpansive knowledge of regional and local financial markets

  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.

  VisitInside Deutsche Bankto 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.

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