Deutsche Bank’s Wealth Management (WM) business is one of the largest wealth managers worldwide and we offer our clients a broad range of traditional and alternative investment solutions, as well as comprehensive advice on all aspects of wealth management.
You are a primary point of contact for clients to access the entire suite of investment capabilities, insights and solutions offered by Deutsche Bank Wealth Management.
This is achieved by working in close partnership with the relationship manager in the day-to-day planning and servicing for the client.
You will leverage the insight and expertise of the Deutsche Bank Wealth Management Chief Investment Office (CIO) and the global and regional investment committees to provide advice around long-term thematic investment opportunities, short-term tactical trades and asset allocation.
You will employ a wide range of asset classes and capabilities, leveraging the knowledge from dedicate product specialists, to address clients’ needs holistically, including lending and financing, deposits, discretionary and advisory portfolio management solutions, capital markets, private markets, alternative investments and wealth planning.
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
Hear from our people and look inside our office: DB@The Muse
Your Key Responsibilities:
Act as the central point of contact for clients’ investment needs/advice and be responsible for increasing share of wallet from existing clients and partner up with the relationship manager to serve clients across a defined portfolio
Serve as strategic advisor on client’s overall investment portfolio, and drive holistic portfolio construction and asset allocation activities, delivering the CIO view to clients and ensuring portfolios are built and overseen accordingly
Assess clients’ overall risk appetite and keep client risk profiles up-to-date and regularly reviewed
Own overall suitability and appropriateness of all investments for the client; ensure that all corresponding checks are performed
Collaborate with the relationship manager on account behavior and flag relevant updates, and on input regarding know-your-client (KYC)
Proactively identify needs and corresponding opportunities to originate solutions across capital markets, discretionary mandates, advisory mandates and alternative investments and seek to manage and control risks while maximizing financial returns in line with regulations
Your Skills and Experience:
Solid network of clients in the target coverage market is required (EMEA)
Bachelor’s Degree is required; CFA, MBA degree, or other advanced degree is a plus
Proven experience in portfolio construction and asset allocation, with knowledge and understanding of private clients and ultra-high/high-net-worth individual (U/HNWI) client needs
Managing and/or advising on multi-asset class portfolios for clients across traditional and alternative assets
Fluent in delivering a capital market outlook from both an investment strategist’s view (i.e., top down) and a manager’s view (i.e., bottom up) with the purpose of articulating why suggested allocations and solutions are appropriate for a given investment objective and market environment
How You’ll Lead:
Collaborate closely with key internal partners, including discretionary portfolio managers and Deutsche Bank WM’s entire range of product specialists to deliver the Firm’s best capabilities, solutions, and investment thinking
Arrange and execute regular (quarterly, semi-annual, annual) investment and business reviews with assigned clients and relevant internal partners, highlighting and filling any gaps where it is required
Support the Relationship Managers in their new client acquisition efforts through participation in client pitches and showcasing Deutsche Bank Wealth Management capabilities
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 .