Wealth Management - Investment Manager - Vice President / Director (BB-494DF)
Found in: Neuvoo HK
Deutsche Banks 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. 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 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 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 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 risks while maximizing financial returns in line with regulations
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 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 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
Professional integrity Self-starter and ability to work with teams across different locations
Willing and able to develop other staff, e.g., analysts
CFA, MBA degree or other advanced degree a plus
8 or more years of relevant investment experience Relevant local licenses and qualifications
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 to find out more about diversity and inclusion at Deutsche Bank.
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