Investment Manager avp lux

il y a 2 semaines


Luxembourg Deutsche Bank Temps plein

**Investment Manager, Luxembourg**

Deutsche Bank’s Wealth Management business is one of the largest wealth managers worldwide. We offer our clients a broad range of traditional and alternative investment solutions, as well as comprehensive advice on all aspects of Wealth Management. As a trusted partner of wealthy individuals and entrepreneurs, family offices and foundations, we create lasting value for clients. We develop bespoke solutions for our clients around the world, for instance wealth planning across successive generations and international borders, asset management with individual risk management, loans and deposits. All this is possible thanks to our global network, our many years of experience and our close collaboration with the Corporate & Investment Bank and Deutsche Asset Management. We combine financial strength and stability with trustworthy partnership and forward-thinking in order to build sustainable and beneficial client relationships.

The Investment Manager partners up with Relationship Managers to provide a single point of contact for clients to access the entire suite of wealth management capabilities and solutions offered by Deutsche Bank Wealth Management. The individual leverages the insight and expertise of the Deutsche Bank Wealth Management Chief Investment Office and the global and regional investment committees to provide advice around long-term thematic investment opportunities, short-term tactical trades and asset allocation. The Investment Manager employs a wide range of asset classes and capabilities, leveraging the knowledge from dedicate product specialists, to address clients’ needs holistically, including lending and financing, deposits, discretionary and advisory portfolio management solutions, capital markets, private markets, alternative investments and wealth planning.

**CANDIDATE PROFILE AND RESPONSIBILITIES**:

- 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

**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


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