Spezialist Accounting/ Controlling – Schwerpunkt Wealth Management (m|f|x) München

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Deutsche Bank in the UK is proud to have been named The Times Top 50 Employers for Gender Equality 2025 for six consecutive years. Additionally, we have been awarded a Gold Award from Stonewall and named in their Top 100 Employers 2024 for our work supporting LGBTQ+ inclusion.

If you have a disability, health condition, or require any adjustments during the application process, we encourage you to contact our Adjustments Concierge on adjustmentsconcierge@db.com to discuss how we can best support you. Alternatively, you can share your phone number, and a member of the team will be happy to call you to talk through your specific requirements.

Aufgaben

• Working alongside the existing team to originate new clients from within the private equity ecosystem, leveraging your existing network and creating internal relationships with the relevant financial sponsors coverage teams in the Corporate and Investment Bank.
• Lead client relationships with PE professionals, delivering tailored wealth management solutions across investments and lending.
• Delivering our fund finance proposition to financial sponsors
• Deliver client revenues, net new assets, and net new lending business in line with the firm’s strategy
• Act as Accountable Client Owner, ensuring full compliance with Anti-Money Laundering (AML), Know Your Client (KYC), and regulatory standards
• Stay ahead of market trends, regulatory changes, and client-impacting developments relevant to private equity professionals

Profil / Ihre Qualifikation / Ihre Persönlichkeit:

• Educated to bachelor’s degree level or equivalent qualification/industry experience
• Regulatory certification in the United Kingdom to a level 4 RDR (Retail Distribution Review) minimum or equivalent
• Demonstrated industry experience, ideally working with private equity professionals and financial sponsors
• Good understanding of the governing regulatory framework, including but not limited to, applicable confidentiality/ secrecy/ data protection regulations and cross border rules where relevant
• Expertise to source and onboard new clients in the Wealth Management space

Kontakt

Bianka Henning

HR

Mobil +49 0228-920-32222

Heather Barr

Global Head of HR

Michael Mann

Recruitment Partner - Direct Onsite at Deutsche Bank

Standort

Promenadepl. 15, DE-80333 München