A Passion to Perform. It’s what drives us. More than a claim, this describes the way we do business. We’re committed to being the best financial services provider in the world, balancing passion with precision to deliver superior solutions for our clients. This is made possible by our people: agile minds, able to see beyond the obvious and act effectively in an ever-changing global business landscape. As you’ll discover, our culture supports this. Diverse, international and shaped by a variety of different perspectives, we’re driven by a shared sense of purpose. At every level agile thinking is nurtured. And at every level agile minds are rewarded with competitive pay, support and opportunities to excel.
Overview: Private Wealth Management is the division of Deutsche Bank for high net worth clients around the world. Private Wealth Management seeks to understand the personal goals of our clients, and translate these into practical financial plans for life. Private Wealth Management’s mission is to be the lead, trusted advisor for wealthy individuals, their families and select institutions worldwide.
Key Responsibilities: • Marketing of PWM services to existing DB executive client base, plus new prospects, with targets for net new assets and revenues. • Marketing of PWM advisory services to clients and prospects across asset classes, including equities, fixed income, currency, hedge funds and structured products plus discretionary management. • Introduction of product specialists from PWM Global Investment Solutions and the PWM Advisory Team to maximise cross-selling opportunities. • Utilise key relationship skill sets in building and maintaining new and existing investment relationships through a Multi-Asset Strategy based approach to investment management. • Ensure highest compliance standards by adhering to the business requirements and procedures. • Build out the relationships within the market sector and take ownership for assigned relationships issues. • Liaison with Account Managers in ensuring client service and satisfaction in terms of administration and clients ongoing requirements. • Maintain an up-to-date knowledge of market/economic activity and an ability to identify the impact of change. • Carry out regular reviews of client portfolios, checking performance and ensuring that investments remain within the client’s investment objectives and risk profile.
You will have: • A detailed understanding of financial markets across asset classes. • Good awareness of UK tax law for non domiciled clients. • A thorough understanding of investment products. • One or more of the following qualifications: IMC, CFA, ASIP, CISI, MSI or FSI.
You will be: • A strong team player. • Target driven. • An excellent communicator • Client focussed.
Deutsche Bank is an equal opportunity employer who seeks to recruit and appoint the best available person for a job regardless of marital / civil partnership status, sex (including pregnancy), age, religion, belief, race, nationality and ethnic or national origin, colour, sexual orientation or disability. Please let us know if you require any adjustments to enable you to apply or attend an interview. If you would like to discuss your requirements, or have any concerns about the application process, please contact your recruiter.
Additional information
Seniority level
Senior Management
Position location
London
Position type
Full Time
Work permit needed?
NO
Contact information
Position reference
22059
Please use the "apply online" function provided by WealthCareers.
