Senior MIT Advisor, Switzerland

vor 1 Woche


Zürich, Schweiz Deutsche Bank Vollzeit

Description :For over 150 years, our dedication to being the for our clients has been driven by our people – in around 60 countries and across more than 150 nationalities.Our deep understanding, insights, expertise, and passion help our clients navigate an increasingly complex world – be it in our Corporate Bank, our Private Bank, our Investment Bank or our Asset Management division.Together we can make a great impact for our clients home and abroad, securing their lasting success and financial security.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 DWS. 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.We intend to hire a highly accomplished Investment Advisor to focus on cross-asset investment coverage of sophisticated German-speaking UHNW clients and Family Offices. The Advisor will work closely with Relationship Managers and Product Specialists to provide UHNW/FO clients with a sophisticated service around asset allocation structure, capital markets, derivatives and structured solutions, including monitoring the portfolios’ risk metrics and any margin exposure.This individual will bring a distinguished track record in advising wealth management clients on tailored solutions and will have deep knowledge of investment related platform capabilities in the wealth management industry. The ideal candidate will understand capital markets across asset classes and be able to navigate the strategic and product landscape together with other stakeholders.The Senior UHNW Investment Advisor is responsible for covering a book of client investment portfolios, as well as partnering with the Relationship Managers on prospecting efforts to deliver the Bank’s investment platform and specific solutions relevant and appropriate for the clients. The Investment Advisor is a client-facing role with full responsibility for the investment dialogue.Key ResponsibilitiesPresenting the investment platform across all asset classes and solutionsProviding clients with comprehensive overview of our CIO forecasts and opinionsPreparing pitch documents, client presentation materials, and market analysesAnalysing and selecting suitable investment solutions in line with client needsProviding investment advice to clients and managing their after-sales experienceExecuting client orders in capital markets in a timely and compliant mannerProviding Portfolio analyses and Strategic Asset Allocation adviceResponding to product related questions, issues, and problemsAct as point of contact for eligible clients that require access to a sophisticated Family Office service on OTC derivatives, Equities, FX, Credit and Rates, involving DAC service and product specialists as requiredAchieving individual revenue and share of wallet targets, including supporting prospecting efforts of the Relationship ManagersCollaborate closely with key internal partners, including Legal, Compliance, Risk, Asset Management, and the Investment BankUnderstand and make sure to act in compliance with the Bank and regulatory policies, related to market risks, credit risks, operational risks, and reputational risksRequired ProfileProven track record of managing and advising clients on investment portfolios, across asset classes10 or more years of relevant investment experienceFluent in delivering an economic outlookGood knowledge of Bloomberg and Microsoft Office programmesDetailed understanding of structured products and ability to advise on implementing a given strategy via individual components depending on the client’s profileStrong team player – willing and able to work under pressure, being able to prioritise tasksWorks efficiently with precision even under pressure, using initiative and market experience to identify the best solutionPositive, outgoing, and open-minded personalityClear understanding of and respect for applicable legal and regulatory concepts, including cross-border frameworks, and requisite local requirementsStrong communication skills (verbal and written) in English and German. Other languages are beneficial, considering exposure to clients from across Europe International regions, but primary focus would be on German-speaking Family Offices and UHNW individualsAbility to introduce existing client relationships considered a plusWell-being & BenefitsEmotionally and mentally balancedWe support you in dealing with life crises, maintaining stability through illness, and maintaining good mental healthPhysically thrivingWe support you managing your physical health by taking appropriate preventive measures and providing a workplace that helps you thriveSocially connectedWe strongly believe in collaboration, inclusion and feeling connected to open up new perspectives and strengthen our self confidence and well beingFinancially secureWe support you to meet personal financial goals during your active career and for the futureWe strive for a in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively.Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group.We welcome applications from all people and promote a positive, fair and inclusive work environment.



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