Private Bank

2 weeks ago

Dubai, United Arab Emirates Deutsche Bank Full time

**Private Bank - Investment Manager, Middle East**:
**Job ID**:R0286321**Full/Part-Time**:Full-time**Regular/Temporary**:Regular**Listed**:2024-02-23**Location**:Dubai**Position Overview**:
The Client Advisor assists the Senior Client Advisors with providing tailored, strategic, innovative advice/solutions to the Bank’s clients/prospective clients, delivering superior investment opportunities to the in line with the client’s objectives and personal needs. They will lead the due diligence, preparation of relevant client reports and assist in the implementation/execution of the transaction. They will partner with the Sales/Coverage and Origination teams, working closely with the Senior Client Advisors to provide holistic solutions to the Bank’s clients. Given the advisory nature of the roles, the Client Advisor will ensure that the advice provided is in ‘good faith’ and always in the best interests of the client and in adherence to all regulatory and compliance requirements.

**Overview**
The Investment Manager is a primary point of contact for clients to access the entire suite of investment capabilities, insights and solutions offered by Deutsche Bank Wealth Management. This is achieved by working in close partnership with the Relationship Manager in the day-to-day planning and servicing for the client.
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. Investment Manager will have accountability for total investment AUM, revenue, asset retention and contribution towards business mix goals.

**Key Responsibilities**
- Act as the central point of contact for clients’ investment needs / advice and be responsible for increasing share of wallet from existing clients.
- Partner with Relationship Manager to serve clients across a defined portfolio.
- 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 keep client risk profiles up-to-date and regularly reviewed.
- Responsible for execution of all investment trades and conduct portfolio reviews with assigned clients and relevant internal partners, highlighting and fill any gaps where required.
- Own overall suitability and appropriateness of all investments for the client; ensure that all corresponding checks are performed.
- Collaborate with the relationship manager on account behavior and flag relevant updates, and on input for KYC.
- 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 capital markets, discretionary mandates, advisory mandates and alternative investments
- Proactively seek to manage and control investment portfolio risks while maximizing financial returns in line with regulations.
- Support Sub Region Head in strategy execution i.e expanding the Middle East footprint through offshore and onshore collaboration.
- Monitor clients’ asset allocation across investments and provide ideas for rebalancing across product spectrum based on CIO view.
- Support the Relationship Managers in their new client acquisition efforts through participation in client pitches and showcasing Deutsche Bank Wealth Management capabilities.
- Act within professional, legal and ethical boundaries and guidelines, observing all internal and external compliance regulations and code of ethics and conduct
- Flagging and managing reputational risks and conflicts issues.

**Your Skills and Qualifications**
- At least 8 years of relevant investment experience
- Proven experience in portfolio construction and asset allocation, with knowledge and understanding of private clients and U/HNWI client needs.
- 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 investm

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