Quick Job Search
Company Name:
Job Type:
Job Seeker Tools
Latest Jobs
Job Seeker Tools
Your Saved Jobs
Build Your Professional Profile
Similar Jobs
Deutsche Bank
Investment Banker Consumer - Vice President in Jacksonville,
Deutsche Bank
Analyst in New York,
Ball Corporation
Regional Continuous Improvement Manager in Bierne,
Ball Corporation
Quality Controller in Naro-Fominsk,
Deutsche Bank
Senior Business Functional Analyst - Assistant Vice President in New York,
Deutsche Bank
Program Management Office - Finance Lead - Vice President in New York,
Ball Corporation
Warehouse Operative in Devizes,
Featured Employers
Data Engineer - Assistant Vice President
Company: Deutsche Bank
Location: New York,
Employment Type: Full Time
Date Posted: 12/01/2021
Expire Date: 02/01/2022
Job Description
Data Engineer - Assistant Vice President

Senior Wealth Planner - Director

Job ID:R0144467

Listed: 2021-10-26

Regular/Temporary: Regular

Location: New York

Position Overview

Job Title: Senior Wealth Planner

Corporate Title: Director

Location: New York, NY


As a wealth planner, you will be a member of Deutsche Bank’s Private Bank division. You will be on a team of exceptionally bright and credentialed planners working closely with private bankers, client advisors and relationship managers in a team-oriented environment.

What We Offer You:

  • We offer competitive health and wellness benefits, empowering you to value life in and out of the office

  • Retirement savings plans, parental leave, and other family-friendly programs

  • An environment that encourages networking and collaboration across functions and businesses

  • Active engagement with the local community through Deutsche Bank’s specialized employee groups

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

Your Key Responsibilities:

  • Serve as a technical, marketing, and developmental expert and resource on wealth and estate planning for ultra-high-net-worth prospects and client relationships

  • Assist in the acquisition of new clients; retain, expand, and deepen existing clients

  • Network to identify and attract ultra-high net worth clients and develop focused strategies to create and expand relationships with intermediaries

  •  Meet with clients, prospects, and intermediaries regularly

Your Skills and Experience:

  • Juris Doctor Degree required, CPA or LLM or advanced degree preferred

  • Extensive experience as a trusts and estates planner working with ultra-high net worth clients- minimum required experience

  • Demonstrated level of technical expertise on estate, tax and wealth transfer planning issues

  • Ability to grow revenues and assets under management

  • Experience working on domestic estate planning matters, cross-border experience is also valuable

How You’ll Lead:

  • Active engagement with our relationship managers and business leaders on client and prospect opportunities

  • Thought leadership in the wealth planning space, with regular contributions to product sales strategy campaigns

  • Dedicated representative for Deutsche Bank Wealth Management at various client and prospect events, as well as industry conferences

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.

Click here to find out more about diversity and inclusion.

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.

Contact Information
Apply Now | Forward Job to a Friend | More Jobs From This Employer