Epstein Index›Documents›EFTA01460819
💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01460819: Client and Asset (DS10)

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A job description or internal document from Deutsche Bank outlining responsibilities for a client relationship management position. The document describes duties including monitoring client positions, generating new client relationships, creating cross-asset trade ideas for KCP-US clients, and executing trades using Deutsche Bank resources. No specific individuals, dates, or financial amounts are detailed in the excerpts.

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PersonKeyword
Excerpt 1
Monitor **client** positions, proactively updating clients about significant/relevant market events, and identifying opportunities for follow-on investments
Excerpt 2
New **Client** Generation.
Excerpt 3
Generate new **client** relationships by working closely with KCP teammates, PCS/Private Bank Relationship Managers, other divisional partners, and existing

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