Wealth Management - Equity Product Specialist , Director

Wealth Management - Equity Product Specialist , Director

Deutsche Bank
Not Specified
Not Specified

Job Description


Position Overview

Details of the Division and Team:
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
What we will offer you:
A healthy, engaged and well-supported workforce is better equipped to do their best work and, more importantly, enjoy their lives inside and outside the workplace. That's why we are committed to providing an environment with your development and wellbeing at its center.
You can expect:

  • Competitive Salary and non-contributory pension

  • 25 days annual leave plus generous number of public holidays

  • Life Assurance and Private Healthcare for you and your family

  • A range of flexible benefits including retail discounts, gym benefits, wellbeing incentives

  • The opportunity to support a wide ranging CSR program plus take volunteering leave days

Your key responsibilities:

  • DB IPB Capital Markets Department in Asia is seeking a high caliber professional to join the team as Equity Product & Solutions Specialist, based in Hong Kong.

  • Provide professional advices and sales coverage in CM Equity business to IPB clients

  • Responsible for delivering Equity business revenue targets (both team target and individual target) and increasing wallet shares from existing clients

  • Able to lead investment discussions in one-on-one meetings & group meetings and able to host clients seminars & events to drive the thematic product campaigns

  • Partner up with the Relationship Manager and Investment Manager to cover IPB clients as strategic advisor

  • Support the Relationship Managers in their new client acquisition efforts through participation in prospecting, client pitches and showcasing Deutsche Bank Wealth Management capabilities

  • Monitor clients asset allocation across investments and provide ideas for rebalancing across product spectrum based on CIO view

  • Proactively seek to manage and control risks while maximizing financial returns in line with regulations

  • 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

  • Teamwork and Cooperation across the Bank required

  • Mentor and coach junior team members

Your skills and experience:

  • 10 or more years of relevant investment experience

  • Superior investment acumen with a strong understanding of Equity asset class across stocks, Index / ETF and derivatives

  • Proven experience in Equity investment advisory and sales, with good understanding of private clients and U/HNW clients needs

  • Superior analytical skills as well as being detail-oriented on both strategy and execution

  • Excellent client-facing advisory & sales skills with proven track-record

  • Bachelor or above Degree holder, preferably in Finance, Economics or related discipline

  • Excellent presentation and communication skills in English

  • Relevant local licenses and qualifications

  • Self-motivated and passionate about Private Banking business in Asia

  • CPWP and CFA holder preferred

How we'll 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. 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.
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.

At Deutsche Bank, we give original thinkers the space and support they need to shine. Merging local knowledge with global vision, in-depth insight with industry-leading digital expertise, if you’re an innovator by nature, we can help you to unleash your potential.
We see things differently at Deutsche Bank – and we’re proud of our fresh perspective. Today, we’re driving growth through our strong client franchise, investing heavily in digital technologies, prioritising long-term success over short term gains, and serving society with ambition and integrity.
Wherever your interests lie – in investment banking, trading, private wealth, asset management, retail banking - or many of the infrastructure functions that support them – you’ll discover resources, training and opportunities designed to keep you ahead of the curve.
Intelligence has no boundaries: we welcome high-achieving, talented individuals from any background.

Job Source : www.db.com

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