Investment Manager, Vp
Vor 3 Tagen
**OVERVIEW**:
Deutsche Bank’s Wealth Management business is one of the largest wealth managers worldwide. We offer our clients a broad range of traditional and alternative investment solutions, as well as comprehensive advice on all aspects of Wealth Management. As a trusted partner of wealthy individuals and entrepreneurs, family offices and foundations, we create lasting value for clients. We specialize in developing bespoke solutions for our clients around the world, for instance wealth planning across successive generations and international borders, asset management with individual risk management, loans and deposits. All this is possible thanks to our global network, our many years of experience and our close collaboration with the Corporate Bank, Investment Bank and Asset Management. We aim to become a highly competitive global wealth manager by combining financial strength and stability with trustworthy partnership and forward-thinking in order to build sustainable and beneficial client relationships. As a growth business for Deutsche Bank, we contribute towards building a more balanced, less capital intense and stable business model for the bank.
The Investment Manager is 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. The individual leverages the insight and expertise of the Deutsche Bank Wealth Management Chief Investment Office and the global and regional investment committees to provide advice around long-term thematic investment opportunities, short-term tactical trades and asset allocation. The Investment Manager employs 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. Investment Manager will have accountability for total investment AUM, revenue, asset retention and contribution towards business mix goals
**CANDIDATE PROFILE AND RESPONSIBILITIES**:
- Act as the central point of contact for clients’ investment needs / advice and be responsible for increasing share of wallet from existing clients
- 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 for KYC
- Collaborate closely with key internal partners, including discretionary portfolio managers and DB WM’s entire range of product specialists to deliver the firm’s best capabilities, solutions and investment thinking
- Proactively identify needs and corresponding opportunities to originate solutions across capital markets, discretionary mandates, advisory mandates and alternative investments
- Proactively seek to manage and control risks while maximizing financial returns in line with regulations
- Understand classic banking product needs of the client including lending, deposits and wealth planning in order to identify opportunities and connect clients with relevant product specialists
- Monitor clients’ asset allocation across investments and provide ideas for rebalancing across product spectrum based on CIO view
- Arrange and execute regular (quarterly, semi-annual, annual) investment and business reviews with assigned clients and relevant internal partners, highlighting and fill any gaps where required
- Support the Relationship Managers in their new client acquisition efforts through participation in client pitches and showcasing Deutsche Bank Wealth Management capabilities
- Act within professional, legal and ethical boundaries and guidelines, observing all internal and external compliance regulations and code of ethics and conduct; flagging and managing reputational risks and conflicts issues
**DESIRED INVESTMENT EXPERIENCE**:
- Proven experience in portfolio construction and asset allocation, with knowledge and understanding of private clients and U/HNWI client needs
- Managing and/or advising on multi-asset class portfolios for clients across traditional and alternative assets
- Opportunistic/idea-driven investing
- Fluent in delivering a capital market outlook from both an investment strategi
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