Deutsche Bank

Finances businesses and manages personal wealth

Client-Facing Product & Solutions Specialist VP

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours

Full-timeMumbai, Maharashtra, IndiaNo salary listedIn-person

About the Job

Requirements

At least 15 years of experience in investment advisory and wealth-management client portfolio management.
Excellent presentation and communication skills in English are required.
A Bachelor’s degree or higher, preferably in Finance, Economics, or a related discipline.
Relevant local licenses and qualifications are mandatory.
Good understanding of the needs of private and ultra-high-net-worth clients.
Strong analytical skills and attention to detail across strategy and execution.
Professional integrity and a proven track record in client-facing advisory and sales.
Working knowledge of order execution and management.
Relevant experience preferably gained at an asset or investment management company or a wealth management firm.
Proficiency in Bloomberg, Reuters, Excel, PowerPoint, and other research or data-compilation tools.
Knowledge of regulations pertaining to investment-advisory mandate business.
Ability to manage multiple client mandates and work in a structured manner on client portfolio management.
Ability to manage trade execution and client expectations during volatile markets.
Ability to build and maintain client relationships.
Leadership abilities and a strong work ethic.

Responsibilities

Manage all investment-advisory mandates across India.
Formulate views on equity, debt, and multi-asset classes based on the existing house view, and provide related advice to clients.
Conduct periodic portfolio reviews and client meetings under advisory, covering presentations, performance updates, investment research, market updates, day-to-day investment information, and investment ideas.
Lead ongoing product enhancements to improve the overall product offering.
Prepare a monthly newsletter covering house views on all asset classes.
Analyze market trends and product performance, collate research reports, and update the team and clients on day-to-day investment information, investment ideas, and new product updates.
Provide updates and recommendations on investment portfolios.
Increase share of wallet among existing clients and win new advisory business mandates from prospects.
Manage clients’ ad hoc investment enquiries.
Ensure adherence to the Client and Products Suitability policy, regulatory standards and requirements, and front-office operating processes.

Desired Qualifications

CFA, CA, or MBA Finance from a premier institute is preferred.
Experience at an asset or investment management company or a wealth management firm is preferred.

Job Description:

Job Title: Client-Facing Product & Solutions Specialist, VP

Location: Mumbai, India

Role Description

Managing all the investment advisory mandates across India
Able to formulate various asset class views (Equity, Debt & Multi-asset) views based on the existing house view on these asset classes and providing advice on the same to clients.
Periodic portfolio reviews / meetings with clients under advisory covering presentations, performance updates, investment research & market updates, day-to-day investment related information, investment ideas etc.

What we’ll offer you

As part of our flexible scheme, here are just some of the benefits that you’ll enjoy

Best in class leave policy
Gender neutral parental leaves
100% reimbursement under childcare assistance benefit (gender neutral)
Sponsorship for Industry relevant certifications and education
Employee Assistance Program for you and your family members
Comprehensive Hospitalization Insurance for you and your dependents
Accident and Term life Insurance
Complementary Health screening for 35 yrs. and above

Your key responsibilities

Lead all product enhancements to improve overall product offering on an ongoing basis
To make a monthly newsletter entailing house view/s on all asset classes.
Analyse market trends & product(s) performance, collate research reports, update the team / clients on day-to-day investment related information, investment ideas, new product updates etc.
Provide updates and recommendations on investment portfolios
Look to increase share of wallet from existing clients and new advisory business mandates from prospects.
Manage ad hoc clients’ investment enquiries
Ensure adherence to Client & Products Suitability policy, regulatory standards and requirements as well as all operating processes relating to front office

Your skills and experience

Senior resource with at least 15+ years of experience in investment advisory and WM client portfolio management. Excellent presentation and communication skills in English is a must
Bachelor or above Degree holder, preferably in Finance, Economics, or related discipline. CFA or CA or MBA Finance from premier institutes preferred
Relevant local licenses and qualifications mandatory
Good understanding of private clients and U/HNW clients’ needs. Superior analytical skills as well as being detail-oriented on both strategy and execution. Self-motivated and passionate about Private Banking business in India
Professional Integrity with excellent client-facing advisory & sales skills with proven track-record
Should have working knowledge about order execution and management. The candidate should be a seasoned professional having a related experience gained with preferably another asset / investment management company or a wealth management firm Proficiency in Bloomberg, Reuters, Excel, PowerPoint, and other research / data compilation tools Knowledge of relevant regulations pertaining to IA mandates business
Leadership abilities High degree integrity with strong work ethic Ability to effectively manage multiple mandates of clients Demonstrate ability to work with a structured approach towards client’s portfolio management Ability to maintain a cool head during volatile markets to manage the trade execution and to manage client’s temperament good client relationship management skills Good interpersonal and communication skills

How we’ll support you

Training and development to help you excel in your career
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

About us and our teams

Please visit our company website for further information:

https://www.db.com/company/company.html

We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively.

Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group.

We welcome applications from all people and promote a positive, fair and inclusive work environment.

About the Company

Deutsche Bank

Finances businesses and manages personal wealth

Deutsche Bank finances companies, governments and individuals through a global banking network rooted in Germany and spanning major financial markets. Its investment bank focuses on bonds and currencies, alongside advice on mergers and raising capital, while its private bank handles household banking and wealth management. Businesses use its cash management, trade finance and lending services to move money and fund operations, and the group manages investment funds through DWS. It earns money from loan interest, transaction and investment fees, and trading activity. Deutsche Bank traces its founding to 1870 and is headquartered in Frankfurt am Main, Germany.

Company size: 10,001+
Company stage: IPO
Headquarters: Frankfurt, Germany
Founded: 1870

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