Investment Manager Latin America

vor 1 Tag

Geneve, Schweiz Deutsche Bank Vollzeit

**OVERVIEW**:
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 within the relevant market area
- 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 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
- Experienced and comfortable in leading investment discussions in one-on-one meetings and small groups
- Evidence of past success at building a business by attracting assets, principally as a result of the ability to quickly gain the confidence of a client
- Fluent in discussing performance attribution
- Have a good understanding of the governing regulatory framework (e.g. RDR, MiFID II, etc.), including but not limited to applicable confidentiality / secrecy / data protection regulations and cross border rules where relevant
- Ability to introduce existing client relationships a plus

**ADDITIONAL DESIRED EXPERIENCE / ATTRIBUTES**:

- Superior investment acumen with a strong understanding of various asset classes
- Superior analytical skills as well as being detail-oriented on both strategy and execution
- Excellent client-facing skills
- Excellent communication skills and collaboration skills
- Profe

  • Unep Finance Initiative

    vor 1 Woche

    Geneve, Schweiz United Nations Vollzeit

    Result of Service Through these services the Initiative will be able to engage a broad range of financial institutions, including commercial banks, insurers, and multi-lateral development banks and agencies in implementing global finance sector principles to catalyze integration of sustainability into financial market practice. The frameworks UNEP FI is...

  • Investment Counsellor

    Vor 3 Tagen

    Geneve, Schweiz EFG International Vollzeit

    The Investment Counsellor Team is responsible for the positioning and delivery of investment solutions to clients and Client Relationship Officers offering appropriate investment solutions to clients, and enhancing client relationships and profitability. **Main responsibilities** - Responsibilities include but will not be limited to: working directly with...

  • Investment Counsellor

    Vor 5 Tagen

    Geneve, Schweiz EFG International Vollzeit

    The Investment Counsellor Team is responsible for the positioning and delivery of investment solutions to clients and Client Relationship Officers offering appropriate investment solutions to clients as well as enhancing client relationships and profitability. **Main responsibilities** - Responsibilities include but will not be limited to: Working directly...

  • Investment Advisor

    vor 3 Stunden

    Geneve, Schweiz CA Indosuez Wealth (Group) Vollzeit

    **Type de métier**: Types de métiers Crédit Agricole S.A. - Commercial / Relations Clients **Types de métier complémentaires**: Types de métiers Crédit Agricole S.A. - Gestion d'Actifs Types de métiers Crédit Agricole S.A. - Financement et Investissement **Intitulé du poste**: Investment Advisor - Marché Amérique Latine H/F **Type de...

  • Investment Manager

    Vor 7 Tagen

    Geneve, Schweiz Invescap Vollzeit

    Investment manager Geneva, Switzerland Invescap is a Swiss-based investment management company specialized in the design, engineering and distribution of best of class financial solutions in the field of private lending. Established and recognized on the European market as a key market player, Invescap is now further growing its activities on the Swiss...

  • Investment Manager

    vor 1 Woche

    Geneve, Schweiz PICTET Vollzeit

    **Your team**: - Pictet Asset Management (Pictet AM) manages the assets of some of the world’s largest institutions, financial intermediaries and their clients. Our culture welcomes independent thinkers and centres around investment excellence, a long-term perspective and a dedication to client service.- Pictet is seeking to recruit an Investment Manager...

  • Investment Manager

    vor 1 Woche

    Geneve, Schweiz PICTET Vollzeit

    **Your team**: **Pictet Asset Management** (Pictet AM) manages the assets of some of the world’s largest institutions, financial intermediaries and their clients. Our culture welcomes independent thinkers and centers around investment excellence, a long-term perspective and a dedication to client service. - As an Investment Manager in the Equities...

  • Investment Solutions Manager

    vor 1 Woche

    Geneve, Schweiz OPTIMA PARTNERS Vollzeit

    **Investment Solutions Manager** For our client, a human sized Geneva based private bank, we are currently looking for an Investment Solutions Manager reporting to the Head of Advisory. **Your tasks** - Packaging of investment solutions: source investment opportunities, mainly based on in-house invest investment capabilities (cash management, FX, fixed...

  • Intern - Central Advisory

    Vor 3 Tagen

    Geneve, Schweiz EFG International Vollzeit

    As a member of the Central Advisory team, our intern will have the opportunity to coordinate and provide investment ideas to Private Bankers (CRO) located in various EFG offices and to manage Advisory Pro portfolios. Main responsibilities Coordinate and prepare the weekly bank investment presentation and the weekly Investment Solutions meeting; Collect the...

  • Investment Solutions Manager

    Vor 3 Tagen

    Geneve, Schweiz SYZ GROUP Vollzeit

    **Purpose of the role**: As entrepreneurs and a founder-led boutique private bank, innovation has always been key to Syz, and we are continuously looking to improve our delivery of great performance and service for our clients.. In order to reinforce our investment team, we are looking for an Investment Solutions Manager, whose main mission will be to ensure...

  • Finance Project Manager

    Vor 4 Tagen

    Geneve, Schweiz EFG International Vollzeit

    EFG International is a Global private banking group offering private banking and asset management services and is headquartered in Zurich. EFG Bank is the Swiss private banking subsidiary of EFG International. It has an international network spanning Europe, Asia Pacific, the Middle East, and Latin America, and manages assets for private clients all over the...

  • Private Equity

    Vor 6 Tagen

    Geneve, Schweiz ur-capital Vollzeit

    Our client is a global investor (Europe, USA, Asia) across primary, secondary and co-investment. They are looking for an investment manager to strenghten their team. Your role: - Participating and leading due-diligence processes for new investments (primary, secondary and co-invests); - Defending investment recommendations to the Investment Committee ; -...

  • Investment Manager Thematics

    vor 2 Wochen

    Geneve, Schweiz PICTET Vollzeit

    **Your team**: - Pictet Alternative Advisors (PAA) is a leading alternative investment group and a wholly owned subsidiary of Pictet with expertise in, private equity, hedge funds and real estate. With teams based globally they construct, manage and advise on portfolios of alternative investment solutions for institutional and private clients.- Pictet has...

  • Entertainment Operations Manager

    vor 1 Woche

    Geneve, Schweiz MSC Cruises Vollzeit

    The Entertainment Operations Manager will oversee the operations of a selection of the MSC Cruise ships ensuring the maximum satisfactions of our Guests and full support to our teams onboard. They will also project manage the roll-out of ‘New Build’ ships and lead special projects (entertainment focused). - 10 + years’ experience in the cruise industry...

  • Investment Manager Europe

    Vor 5 Tagen

    Geneve, Schweiz Pictet Vollzeit

    Critères de l'offre **L'entreprise**: Pictet Pictet Alternative Advisors is a leading alternative investment specialist with expertise in hedge funds, private equity and global real estate. The Geneva - and London-based team constructs, manages and advises on portfolios of alternative investment solutions for institutional and private clients. You will...

  • Unep Finance Initiative

    Vor 4 Tagen

    Geneve, Schweiz United Nations Vollzeit

    Result of Service Through these services the Initiative will be able to engage a broad range of financial institutions, including commercial banks, insurers, and multi-lateral development banks and agencies in implementing global finance sector principles to catalyze integration of sustainability into financial market practice. The frameworks UNEP FI is...

  • Investments Platform Delivery Manager

    Vor 2 Tagen

    Geneve, Schweiz Barclays Vollzeit

    About Investment Platform Delivery The team is responsible for the delivery of client and colleague services on the Private Bank Switzerland platform within the Private Bank & Wealth Management division of Barclays. Built around a defined set of services, the team drives end-to-end standards, quality and resilience in order to provide an exceptional client...

  • Sales Manager Investment Funds

    Vor 3 Tagen

    Geneve, Schweiz Berenberg Vollzeit

    Beschreibung & Anforderungen Established in 1590, Berenberg is one of the oldest banks in the world, and with this heritage comes fantastic opportunities for bright and aspiring individuals. With its Head Office in Hamburg, Germany, and with a strong presence in the financial centres of London, Frankfurt and New York, it is one of Europe’s leading...

  • Account Manager

    Vor 7 Tagen

    Geneve, Schweiz Bank Vontobel Vollzeit

    Account Manager & Investment Advisor - Middle East (Temporary) At Vontobel, we actively shape the future. We create and pursue opportunities with determination. We master what we do - and we only do what we master. This is how we get our clients ahead. We are a globally active investment firm with Swiss roots, specialized in wealth management, active asset...

  • Intermediaries Sales Manager

    vor 2 Wochen

    Geneve, Schweiz Julius Baer Vollzeit

    At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together. Our Team services Intermediaries (External Asset Managers and External Financial Advisors) in Geneva, Western Switzerland...