Requirements: English
Company: WhatJobs
Region: Collonge-Bellerive , Geneva
For over 150 years, our dedication to being the Global Hausbank for our clients has been driven by our people in around 60 countries and across more than 150 nationalities. Their 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. If you are motivated to take the initiative and collaborate with colleagues across the world; if you want to be part of a community where you can grow, both professionally and personally then join our team. Together we can make a great impact for our clients home and abroad, securing their lasting success and financial security.
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 Managers 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.
- Understand classic banking product needs of the client including lending, deposits and wealth planning in order to identify opportunities and connect clients with relevant product specialists.
- 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 filling 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 within the relevant market area.
- 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.
- 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.
- 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 communication skills and collaboration skills.
- Professional integrity.
- Self-starter and ability to work with teams across different locations.
- CFA, MBA degree or other advanced degree a plus.
- At least 7 or more years of relevant investment experience.
- Fluent in English, Arabic speaker a plus.