Location London

Corporate Title Vice President

Deutsche Bank intends to hire a highly accomplished investment specialist to serve as strategic advisor on clients’ investment portfolios. The objective for the Investment Manager (IM) team in London is to support the growing business in UK International and deliver Deutsche Bank International Private Bank investment solutions to clients, as well as support the prospecting efforts.

The IM acts as the clients’ primary contact for all investment needs and discussions. You will be responsible for delivering the entire suite of Deutsche Bank Wealth Management solutions, from Discretionary and Advisory portfolio management, to Lending, Financing, Deposits, Capital Markets, Alternative Investments, and Wealth Planning.

What we’ll offer you

A healthy, engaged and well-supported workforce are 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 centre.

Hybrid Working

We understand that employee expectations and preferences are changing. We have implemented a Hybrid Working Model that enables eligible employees to work remotely for a part of their working time and reach a working pattern that works for them.

You can expect:

• Competitive salary and non-contributory pension

• 30 days’ holiday plus bank holidays, with the option to purchase additional days

• Life Assurance and Private Healthcare for you and your family

• A range of flexible benefits including Retail Discounts, a Bike4Work scheme and Gym benefits

• The opportunity to support a wide ranging CSR programme + 2 days’ volunteering leave per year

Your key responsibilities

• Primary contact, internally/externally, for investment-related discussions covering the full breadth of Deutsche Bank Wealth Management solutions

• Identify clients’ needs, originate solutions, and increase wallet share to drive commercial objectives

• Monitor clients’ portfolios, provide rebalancing ideas, execute investment reviews, ensuring investments are constantly aligned with Deutsche Bank Chief Information Officer’s (CIO) views and asset allocation

• Assess clients’ risk appetite, own suitability/appropriateness, ensure portfolios are built and overseen accordingly

• Ensure/document that investments/trades are fully aligned, applicable, and compliant with regulatory requirements and Deutsche Bank policies

• Collaborate with Relationship Managers in their prospecting efforts through developing investment proposals and pitch collateral, driving investment pitches, and showcasing full suite of Deutsche Bank Wealth Management capabilities

Your skills and experience

• Accomplished investment specialist, with significant relevant market experience covering ultra-high-net-worth individuals (UHNWI)/ Family Offices, and strong investment knowledge across all asset classes (liquid and illiquid)

• Fluent in delivering a capital markets outlook and experience leading investment discussions in one-on-one meetings and small groups, both from an investment strategist’s view, and a manager’s view

• Understanding of the regulatory framework Retail Distribution Review (RDR), Markets in Financial Instruments Directive (MiFID II) and UK tax treatment of financial assets, with fluency on UK Resident non-Domiciled (RND) tax rules/remittance basis planning

• RDR Level 4 qualified (Level 6 preferred), with Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA). Educated to Master of Business Administration (MBA) degree level or equivalent qualification/relevant work experience

• Enthusiastic team player, excellent communication, presentation, and interpersonal skills

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

• We value diversity and as an equal opportunities’ employer, we make reasonable adjustments for those with a disability such as the provision of assistive equipment if required (for example, screen readers, assistive hearing devices, adapted keyboards)

About us and our teams

Deutsche Bank is the leading German bank with strong European roots and a global network. Click here to see what we do.