Private Wealth Management – Portfolio Counsellor (VP) recruitment
Portfolio Counsellor
Looking to take your career to the next level? Ready to be at the forefront of an expanding global private banking team? Here's an excellent opportunity to grow your career and be the agile minds behind our continued success.
About Deutsche Bank
A Passion to Perform. It's what drives us. More than a claim, this describes the way we do business. We complete to be the leading global provider of financial services, 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 Deutsche Bank Private Wealth Management
Private Wealth Management serves high net worth individuals, families, and select institutions worldwide, while also providing leading solutions for family offices and financial intermediaries.
Operating in more than 100 locations and advising clients in relation to more than EUR 270bn (as of March 31, 2011) in Assets under Management, we are at the forefront of the global wealth management industry and are committed to offering our clients high calibre customized solutions.
Our teams work with the best investment specialists to provide unique investment opportunities. Our approach is personal. Our people are responsive and sophisticated. Our products and solutions best in class.
As a Portfolio Counsellor within our Private Wealth Management division, you'll be part of a dynamic team of wealth management specialists, providing quality advisory support to Relationship Managers in the area of managed products. In this critical role, you'll analyse, monitor and oversee portfolio quality at business, team and customer level, whilst providing 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.
In this role, you will:
• Be the trusted, expert advisor to Relationship Managers and clients on managed products
• Have external client interface 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 or incremental business
• Additionally act as a direct manager of some portfolio strategies (consisting of ETFs and mutual funds).
The ideal candidate will be experienced 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 and technical analysis.
See more at db.com/careers
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.