Private Wealth Management – Portfolio Counsellor (VP) recruitment
About Deutsche Bank:
A Passion to Perform. It’s what drives us. More than a claim, this describes the way we do business. We’re committed to being the best financial services provider in the world, balancing passion with precision to deliver superior solutions for our clients. This is made possible by our people: agile minds, able to see beyond the obvious and act effectively in an ever-changing global business landscape. As you’ll discover, our culture supports this. Diverse, international and shaped by a variety of different perspectives, we’re driven by a shared sense of purpose. At every level agile thinking is nurtured. And at every level agile minds are rewarded with competitive pay, support and opportunities to excel.
About Private Wealth Management
Worldwide, we look after the private wealth and investment solutions for over 90,000 high net worth individuals. Although it’s difficult to define exactly who qualifies for this designation, it’s usually assumed that it includes anyone with liquid assets in excess of $1 million.
It is our job to secure their wealth and look after their future prosperity. With around €165 billion of assets entrusted to us, Private Wealth Management works in more than 30 countries, from the established global financial centres to emerging markets.
Our teams work with the best investment specialists and our own Asset Management division to provide unique investment opportunities. Our approach is personal. Our people are responsive and sophisticated. Our products and solutions best in class.
Job Responsibilities :
As part of the investment team within Deutsche Bank Private Wealth Management, you will join a dynamic team of wealth management specialists to provide quality advisory support to relationship managers in the area of managed products. You will be required to analyse, monitor and oversee portfolio quality at business, team and customer level. You will provide feedback to product specialists, on portfolio related matters such as concentration risk and market impact. Other responsibilities include providing guidance and training to relationship managers on portfolio concepts, establishing model portfolios and advising on ways to improve portfolio quality. You will also be required to have external customer interface, working with relationship managers with regard to customising portfolio services.
You will:
• Be the trusted, expert advisor to relationship managers and clients on managed products
• Be the face to the client on investment portfolio reviews and proposals, and on alternative and traditional managers
• Communicate the key views of the Bank to clients and relationship managers
• Be accountable for delivering to clients a defined quantity of high-quality portfolio reviews/proposals, and for converting those opportunities into a targeted amount
of new/incremental business
• Additionally will act as a direct manager of some portfolio strategies (consisting of ETFs and mutual funds)
You will have experience in:
• Advising clients and relationship managers on investing, portfolio allocation and cash / risk management in the global financial markets
• Marketing of alternative investments and hedge funds, as well as discretionary portfolio management products
• Economic analysis and technical analysis
Deutsche Bank is an equal opportunity employer who seeks to recruit and appoint the best available person for a job regardless of marital status, sex (including pregnancy), age, religion, belief, race, nationality and ethnic or national origin, colour, sexual orientation or disability.