Private Bank - Investment Manager - VP | Dubai, UAE
Deutsche Bank
Dubai
AED 200,000 - 400,000
Job description
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:
Life Insurance
Accidental Death Insurance
Permanent Partial Disability Insurance
Private Medical Insurance for you, your spouse and dependent children
Flexible working arrangements
30 days of annual paid leave, plus public holiday & Flexible Working Arrangement
DB contributions to DIFC Employee Workplace Savings (DEWS)
Your key 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 Manager to serve clients across a defined portfolio.
Serve as strategic advisor on client's 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.
Responsible for execution of all investment trades and conduct portfolio reviews with assigned clients and relevant internal partners, highlighting and fill any gaps where required.
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
WM's entire range of product specialists to deliver the firm's 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 investment portfolio risks while maximizing financial returns in line with regulations.
Support Sub Region Head in strategy execution i.e expanding the Global South Asia footprint through offshore and onshore collaboration .
Monitor clients' asset allocation across investments and provide ideas for rebalancing across product spectrum based on CIO view.
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.
Your skills and experience:
8 or more years of relevant investment experience of which min of 5 years in wealth management
Proven experience in portfolio construction and asset allocation, with knowledge and understanding of private clients and U/HNWI client needs.
Managing and/or advising on multi-asset class portfolios for clients across traditional and alternative assets o pportunistic/idea-driven investing
Fluent in delivering a capital market outlook from both an investment strategist's view (i.e., top down) and a manager's 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.
Fluent in discussing performance attribution.
Have a good understanding of the governing regulatory framework 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.
Additional desired experience / attributes
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 client-facing skills
Excellent communication skills and collaboration skills
Professional integrity
Self-starter and ability to work with teams across different locations
Willing and able to develop other staff, e.g., analysts
CFA, MBA degree in Finance or other advanced degree a plus
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
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