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Job Description: Job Title Investment Manager Location London Corporate Title Analyst The Investment Manager (IM) acts as the clients' primary contact for all investment needs and discussions. Your role will be client facing and you will be responsible for helping to deliver the entire suite of Deutsche Bank Wealth Management solutions, from Discretionary and Advisory portfolio management, to Lending, Deposits, Capital Markets, Alternative Investments, and Wealth Planning. Leveraging the expertise of the Chief Investment Office (CIO) and Deutsche Bank product specialists, you will provide investment strategy insights, discuss market updates, create bespoke investment solutions, and deliver portfolio reviews. What we'll offer you A healthy, engaged and well-supported workforce are 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 centre. Hybrid Working We understand that employee expectations and preferences are changing. We have implemented a Hybrid Working Model that enables eligible employees to work remotely for a part of their working time and reach a working pattern You can expect: Competitive salary and non-contributory pension 30 days' holiday plus bank holidays, with the option to purchase additional days Life Assurance and Private Healthcare for you and your family A range of flexible benefits including Retail Discounts, a Bike4Work scheme and Gym benefits The opportunity to support a wide ranging CSR programme 2 days' volunteering leave per year Your key responsibilities Primary or secondary contact point, internally/externally, for investment-related discussions covering the full breadth of Deutsche Bank Wealth Management solutions Identify clients' needs, originate solutions, and increase wallet share to drive commercial objectives Monitor clients' portfolios, provide rebalancing ideas, execute investment reviews, ensuring investments are constantly aligned with Deutsche Bank CIO's views and asset allocation Assess clients' risk appetite, own suitability/appropriateness, and ensure portfolios are built and overseen accordingly Ensure/document that investments/trades are fully aligned, applicable, and compliant with regulatory requirements and Deutsche Bank policies Collaborate with Relationship Managers in their prospecting efforts through developing investment proposals and pitch collateral, driving investment pitches, and showcasing full suite of Deutsche Bank Wealth Management capabilities Your skills and experience Strong investment knowledge across all asset classes and a keen interest and awareness of global markets. Confident in delivering a capital markets outlook and leading investment discussions in one-on-one meetings and small groups, both from an investment strategist's view, and a manager's view Understanding of the regulatory framework Retail Distribution Review (RDR), Markets in Financial Instruments Directive (MiFID II) and the United Kingdom (UK) tax treatment of financial assets, with awareness of UK Resident non-Domiciled (RND) tax rules/remittance basis planning Working towards or completion of RDR Level 4 qualification (Level 6 preferred) Enthusiastic team player, excellent communication, presentation, and interpersonal 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 Deutsche Bank is the leading German bank with strong European roots and a global network. Click here to see who we are and more. Deutsche Bank in the UK is proud to have been named a Times Top 50 Employer for Gender Equality for three consecutive years. Additionally, we have been awarded a Silver Award from Stonewall for two years running and named in their Top 100 Employers for 2023 for our work supporting LGBTQ inclusion. Our values define the working environment we strive to create - diverse, supportive and welcoming of different views. We embrace a culture reflecting a variety of perspectives, insights and backgrounds to drive innovation. We build talented and diverse teams to drive business results and encourage our people to develop to their full potential. Talk to us about flexible work arrangements and other initiatives we offer. We promote good working relationships and encourage high standards of conduct and work performance. We welcome applications from talented people from all cultures, countries, races, genders, sexual orientations, disabilities, beliefs and generations and are committed to providing a working environment free from harassment, discrimination and retaliation. Visit Inside Deutsche Bank to discover more about the culture of Deutsche Bank including Diversity, Equity & Inclusion, Leadership, Learning, Future of Work and more besides.
Are you a recent graduate looking for an exciting opporunity to work with an established private bank? This role is office based in Central London. About The Company: Our client is a global private banking group offering private banking and asset management services and is headquartered in Zurich. Our client has an international network spanning Europe, Asia Pacific, Middle East and Latin America, and manages assets for private clients all over the world. The bank's services comprise asset management and investment counselling, investment funds, securities brokerage, estate planning and a full array of banking services. They offer a stimulating and dynamic work environment. Summary Overview of the Role The Client Support Officer (CSO) will assist the Client relationship Officers(CROs) with banking and client-related administration such as: transfers and payments, foreign exchange, monitoring and fixing of bank deposits and processing of purchases and securities sales. Interact with clients and internal stakeholders such as Operations, Compliance and offshore entities as required. Where authorised by the Fitness & Propriety Certificate, promote, recommend and arrange banking and investment products and services. Roles & Responsibilities Proposition & Productivity Support CROs in acquiring new and developing existing client relationships, e.g: Cross-selling the products and services as appropriate. Participating in general marketing campaigns and events. Cultivating partnerships and referrals. Keep up to date with industry, socio-economic and regulatory developments in client markets. Contribute ideas and views to strengthen ongoing business and operational success. Treat customers fairly, actin their best interest and offer a transparent, efficient, and professional service within Fitness & Propriety Certificate permission remits. Process & Platform Where certified, liaise with CROs to assess clients' financial objectives, attitude to risk, personal circumstances, and any existing portfolios to identify and advise on suitable bespoke strategies. Handle incoming telephone calls, correspondence, individual diaries, filing and expenses. Assist CROs/ CSOs in preparing for and attending client meetings and ensuring written records. Assist with travel arrangements and preparation of papers for CRO/CSO business trips. Maintain marketing information and support targeted activities as required. Generate and distribute Banking Reports using the internal system. Obtain ad-hoc valuations of client portfolios and prepare a consolidated position as required. Arrange inbound /outbound references, cash collections and cheque books on clients' behalf. Liaise with internal stakeholders to deliver the following for clients in scope: Account opening: accurate and complete due diligence and client information packs. Client instructions: execution per internal procedures including: identification, call back payments, deposits, loans, FX deals, transfers and securities transactions. Credit applications: preparation and prompt supply of documentation. Client review: assist a timely and robust completion, e.g. PEP, credit and investments. Account monitoring: execution per internal procedures and any follow-on escalations or liaison with clients as appropriate. Record keeping: maintain up to date, clear and comprehensive client, business and transaction records. Ensure data in tracking systems are continually maintained. Adhere to policies regarding Conduct Rules and regulatory obligations for each booking location. Comply with 1st line of defence obligations: Follow the Risk Management Framework and associated training, policies and processes. Understand, manage and continuously refine the risks and controls for your role. Be alert to new risks, breaches or issues and report them in line with formal processes. People Follow the Bank's Values in all activities and support colleagues to also do so. Maintain Certification fitness and promptly declare any relevant changes to your circumstances. Stay aware of internal strategy and actively drive personal career and development plans to suit Support a 'one team' approach by respecting dependencies across departments and locations. About You: University degree in Business Administration, Finance, Law, Economics or related field Good understanding of financial instruments (funds, tracker, structured products, derivatives such as options on securities and FX) Good Windows office skills (excel, outlook, etc.) Able to cope with pressure and handle a heavy workload; Flexible and able to multitask Accurate and detail oriented Have an interest in a career in Financial Service and Compliance Their five Values describe their 'corporate personality and shape the personal attributes and achievements they look for: Accountable: we take ownership for tasks and challenges and seek continuous improvement Reliable, thorough, and consistently high-quality work. Self-disciplined delivery and successful navigation of ambiguity. Hands-on: we are proactive to rapidly deliver high-quality results Anticipation of outcomes and taking initiative. Understanding of commercial drivers of business and portfolio growth and financial markets, competitor, and industry trends. Clear, engaging, and credible verbal and written communication style. Passionate: we are committed and strive for excellence Service innovation driving excellence or efficiency. Curiosity and embracing of change. Solution-driven: we focus on client outcomes and treat clients fairly with a risk-aware mind-set Delivery of best-in-class, personal and bespoke client service. Expertise in banking, investments, treasury, credit, property-based lending and/or offshore tax and trust structures. Application of regulation and risk management In day-to-day decisions and practice.