Investment Advisor

3 weeks ago


Dubai, Dubai, United Arab Emirates Deutsche Bank Full time

At Deutsche Bank, we are seeking a skilled Investment Advisor to join our Private Bank team. As a key member of our team, you will be responsible for providing expert investment advice and portfolio management services to our high net worth clients.

Key Responsibilities:
  1. Act as the central point of contact for clients' investment needs and advice, increasing share of wallet from existing clients.
  2. Partner with the Relationship Manager to serve clients across a defined portfolio.
  3. Serve as strategic advisor on client's overall investment portfolio, driving holistic portfolio construction and asset allocation activities.
  4. Assess clients' overall risk appetite and keep client risk profiles up-to-date and regularly reviewed.
  5. Responsible for execution of all investment trades and conduct portfolio reviews with assigned clients and relevant internal partners.
  6. Own overall suitability and appropriateness of all investments for the client.
Requirements:
  1. 8 or more years of relevant investment experience, with a minimum of 5 years in wealth management.
  2. Proven experience in portfolio construction and asset allocation, with knowledge and understanding of private clients and U/HNWI client needs.
  3. Managing and/or advising on multi-asset class portfolios for clients across traditional and alternative assets.
  4. Fluent in delivering a capital market outlook from both an investment strategist's view and a manager's view.
What We Offer:
  1. Flexible working arrangements to assist you balance your personal priorities.
  2. Coaching and support from experts in your team.
  3. A culture of continuous learning to aid progression.
  4. A range of flexible benefits that you can tailor to suit your needs.


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