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.
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.