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.