Private Bank Investment Manager VP

Position Overview

Details of the Division and Team:

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 daytoday 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 longterm thematic investment opportunities shortterm 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.

What we will offer you:

A healthy engaged and wellsupported workforce is better equipped to do their best work and more importantly enjoy their lives inside and outside the workplace. Thats why we are committed to providing an environment with your development and wellbeing at its center.

You can expect:

• Life Insurance
• Accidental Death Insurance
• Permanent Partial Disability Insurance
• Private Medical Insurance for you your spouse and dependent children
• Flexible working arrangements
• 30 days of annual paid leave plus public holiday & Flexible Working Arrangement
• DB contributions to DIFC Employee Workplace Savings (DEWS)

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.
• Partner up with the Relationship Manager to serve clients across a defined portfolio.
• Serve as strategic advisor on clients 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 uptodate and regularly reviewed.
• Responsible for execution of all investment trades and conduct portfolio reviews with assigned clients and relevant internal partners highlighting and fill any gaps where required.
• 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
• WMs entire range of product specialists to deliver the firms 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 investment portfolio risks while maximizing financial returns in line with regulations.
• Support Sub Region Head in strategy execution i.e expanding the Global South Asia footprint through offshore and onshore collaboration .
• Monitor clients asset allocation across investments and provide ideas for rebalancing across product spectrum based on CIO view.
• 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.

Your skills and experience:

• 8 or more years of relevant investment experience of which min of 5 years in wealth management
• 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 multiasset class portfolios for clients across traditional and alternative assets o pportunistic/ideadriven investing
• Fluent in delivering a capital market outlook from both an investment strategists view (i.e. top down) and a managers 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 oneonone 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 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 detailoriented on both strategy and execution.
• Excellent clientfacing skills
• Excellent communication skills and collaboration skills
• Professional integrity
• Selfstarter and ability to work with teams across different locations
• Willing and able to develop other staff e.g. analysts
• CFA MBA degree in Finance or other advanced degree a plus

How well support you:

• Flexible working to assist you balance your personal priorities
• Coaching and support from experts in your team
• A culture of continuous learning to aid progression
• A range of flexible benefits that you can tailor to suit your needs
• Training and development to help you excel in your career

About us and our teams:

Deutsche Bank is the leading German bank with strong European roots and a global network. click here to see what we do.

Deutsche Bank & Diversity

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.

With that we extend a warm welcome to candidates with disabilities to apply.

Our Bank is committed to ensuring equal opportunities and will facilitate a productive and harmonious work environment for all.

We encourage talented individuals seeking a professional setting that values and accommodates diverse capabilities to submit their applications and be part of our shared commitment to fostering inclusiveness.

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 disabilities beliefs and generations and are committed to providing a working environment free from harassment discrimination and retaliation.