Investment Advisor, Luxembourg

at  Deutsche Bank

DESIRED INVESTMENT EXPERIENCE:

• Proven experience in portfolio construction and asset allocation with knowledge and understanding of private clients/HNWI peculiarities
• Managing and/or advising on multi-asset class portfolios for clients across traditional and alternative assets
• Opportunistic/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 regulatory framework (e.g. RDR, MiFID II, etc.)
• Ability to introduce existing client relationships a plus

ADDITIONAL DESIRED EXPERIENCE / ATTRIBUTES:

• Detail orientation on both strategy and execution
• Excellent communication skills
• Fluent in German and English
• Excellent collaboration skills
• Self-starter
• Willing and able to develop other staff, e.g., analysts
• Superior investment acumen
• CFA, MBA degree or other advanced degree a plus
• Several years of relevant investment experience
• Relevant local licenses and qualifications
  Deutsche Bank intends to hire a highly accomplished investment specialist to serve as strategic advisor on clients’ investment portfolios. This individual will bring a distinguished track record in managing and/or advising on multi-asset class portfolios for clients across traditional and alternative assets. The ideal candidate will understand capital markets, including stocks, bonds, structured investments, currencies and commodities.
  The successful candidate will be asked to present a criminal record.
  Wir streben eine Unternehmenskultur an, in der wir gemeinsam jeden Tag das Beste geben. Dazu gehören verantwortungsvolles Handeln, wirtschaftliches Denken, Initiative ergreifen und zielgerichtete Zusammenarbeit.
  Gemeinsam teilen und feiern wir die Erfolge unserer Mitarbeiter*innen. Gemeinsam sind wir die Deutsche Bank Gruppe.
  Wir begrüßen Bewerbungen von allen Menschen und fördern ein positives, faires und integratives Arbeitsumfeld

• Act as the central point of contact for clients’ investment needs / advice and is responsible for increasing share of wallet from existing clients
• Partner up with the Relationship Manager to serve clients across a defined portfolio.
• Ensure all solutions and trades are fully aligned, applicable and compliant for regulatory and all internal applicable policies and documented accordingly.
• 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 own client suitability and appropriateness checks
• 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:
• Discretionary mandates as a core building block and strategic portfolio allocation
• Capital markets and alternative investments as a satellite and tactical piece of the portfolio
• In addition, understand classic banking product needs of the client including lending, deposits and wealth planning in order to identify opportunities and connect clients with relevant product specialists
• Monitor clients’ asset allocation across investments and provide ideas for rebalancing across product spectrum based on CIO view
• Arrange and execute regular (quarterly, semi-annual, annual) investment and business reviews with assigned clients and relevant internal partners, ensuring the strategic asset allocation of the client is constantly aligned with the Strategic Asset Allocation of Deutsche Bank Wealth Management, ensuring to highlight and fill any gap.
• Support the Relationship Managers in their new client acquisition efforts through participation in client pitches and showcasing Deutsche Bank Wealth Management capabilities
• Investment Manager will have accountability for total investment AUM, revenue, asset retention and contribution towards business mix goals