Private Bank Investment Manager

3 weeks ago

Dubai, Dubai, United Arab Emirates Talent Pal Full time
Private Bank Investment Manager Job Description

About the Role:

We are seeking a highly skilled Investment Manager to join our team at Deutsche Bank Wealth Management. As an Investment Manager, you will be responsible for providing investment advice and guidance to clients, as well as managing their investment portfolios.

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 up with the Relationship Manager to serve clients across a defined portfolio.
  • Serve as strategic advisor on clients 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 firms 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 SubRegion Head in strategy execution i.e expanding the Global South Asia footprint through offshore and onshore collaboration.
  • Monitor clients asset allocation across investments and provide ideas for rebalancing across products 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.

Requirements:

  • 8 or more years of relevant investment experience of which min of 5 years in wealth management.
  • 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 o pportunistic/ideadriven investing.
  • Fluent in delivering a capital market outlook from both an investment strategists view (i.e. top down) and a managers 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.
  • Fluent in discussing performance attribution.
  • Have a good understanding of the governing regulatory framework including but not limited to applicable confidentiality / secrecy / data protection regulations and cross border rules where relevant.
  • Ability to introduce existing client relationships aplus.

What We Offer:

  • Flexible working to assist you balance your personal priorities.
  • 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.
  • Training and development to help you excel in your career.

About Us:

Deutsche Bank is the leading German bank with strong European roots and a global network. We are committed to providing an environment with your development and wellbeing at its center.

Our Values:

We value diversity, inclusivity, and respect for all individuals. We strive to create a workplace that is free from harassment, discrimination, and retaliation.

How to Apply:

If you are a motivated and experienced Investment Manager looking for a new challenge, please submit your application.

  • 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:Act as the central point of contact for clients' investment needs and advice, increasing...

  • Private Bank Relationship Manager

    3 weeks ago

    Dubai, Dubai, United Arab Emirates Deutsche Bank Full time

    About the RoleAs a Relationship Manager with Deutsche Bank's Private Bank, you will play a vital role in delivering exceptional client experiences and driving business growth. Your primary responsibility will be to develop and maintain strong relationships with high net worth individuals, families, and institutions, providing tailored wealth management...

  • Senior Private Equity Investment Manager

    1 month ago

    Dubai, Dubai, United Arab Emirates PER, Private Equity Recruitment Full time

    About Our ClientOur client is a leading private equity recruitment firm, renowned for its expertise in identifying and attracting top talent for private equity and credit fund roles. They are seeking a seasoned professional to join their team as a Private Equity Investment Manager.Key ResponsibilitiesOriginate, execute, and manage private equity and private...

  • Private Bank Wealth Manager

    3 weeks ago

    Dubai, Dubai, United Arab Emirates Deutsche Bank Full time

    Job Description:As a Relationship Manager at Deutsche Bank Private Bank, you will be responsible for building and maintaining strong relationships with high net worth clients. Your primary goal will be to provide exceptional customer service, identify client needs, and develop tailored solutions to meet those needs.Key Responsibilities:Develop and maintain...

  • Senior Investment Manager, Private Equity

    3 weeks ago

    Dubai, Dubai, United Arab Emirates PER, Private Equity Recruitment Full time

    About our clientPER, Private Equity Recruitment is working in partnership with a prestigious family office-funded investment organisation. This organisation is renowned for its strategic and innovative investment approaches, with a diverse portfolio spanning multiple asset classes, including private equity and private credit.As a key member of their team,...

  • Investment Manager, Private Equity, Family Office, Dubai

    1 month ago

    Dubai, Dubai, United Arab Emirates PER, Private Equity Recruitment Full time

    Job Title: Investment Professional, International Private Equity, Family Office, Dubai, UAEOur client is a prominent single-family office based in Dubai, with a strong presence in the global private equity market. They invest across the capital structure, with a focus on private equity and credit opportunities in Europe, the US, and...

  • Private Equity Investment Manager

    5 days ago

    Dubai, Dubai, United Arab Emirates PER, Private Equity Recruitment Full time

    About the RoleWe are seeking a seasoned investment professional to drive private equity investments in India and South Asia. The ideal candidate will have significant experience in private equity investing, with a strong network in India and excellent communication skills.Key ResponsibilitiesPursue new private equity investment opportunities through...

  • Investment Manager, Private Equity, Family Office, Middle East

    3 weeks ago

    Dubai, Dubai, United Arab Emirates PER, Private Equity Recruitment Full time

    Key Responsibilities:The ideal candidate will have prior investing experience from a well-regarded private equity investor, accompanied by corporate finance experience from a top-tier investment bank. Additionally, they should possess strong interest in moving to the Middle East and an excellent grasp of financial modeling skills. A degree from a top-tier...

  • Investment Banking and Private Equity Professional

    1 day ago

    Dubai, Dubai, United Arab Emirates Venture search Full time

    OverviewVenture Search is a leading private equity firm seeking an experienced Investment Banking and Private Equity Professional to join our team in the GCC region.

  • Private Bank Relationship Manager

    1 month ago

    Dubai, Dubai, United Arab Emirates Deutsche Bank Full time

    Job Title: Private Bank Relationship ManagerWe are seeking a highly skilled and experienced Private Bank Relationship Manager to join our team. As a key member of our client service team, you will be responsible for providing exceptional support to our clients and Relationship Managers.Key Responsibilities:Provide timely and accurate support to Relationship...

  • Private Bank Relationship Manager

    5 days ago

    Dubai, Dubai, United Arab Emirates Deutsche Bank Full time

    Job DescriptionThe Private Bank is seeking a seasoned wealth management professional to join our team as a Relationship Manager. In this role, you will be responsible for developing and maintaining relationships with high net worth individuals and families in the Middle East.About UsDeutsche Bank is a leading global bank with a strong presence in Europe and...

  • Private Banking Relationship Manager

    3 weeks ago

    Dubai, Dubai, United Arab Emirates Sundus Full time

    At Sundus, we are seeking a seasoned professional to fill the role of Private Banking Relationship Manager. The ideal candidate will have a minimum of 6-7 years of experience in private banking relationship management and wealth management/investment product sales. A Bachelor's degree with an MBA is required, or equivalent work experience with investment and...

  • Investment Associate

    3 weeks ago

    Dubai, Dubai, United Arab Emirates PER, Private Equity Recruitment Full time

    About the RoleAs a key member of our client's investment team, you will play a pivotal role in executing international private credit investments. This involves building and managing relationships with clients, conducting thorough credit analysis, and making informed investment decisions.Key ResponsibilitiesExecution of international private credit...

  • Private Banker

    2 weeks ago

    Dubai, Dubai, United Arab Emirates Deutsche Bank Full time

    About the RoleWe are seeking a skilled Private Banker to join our team at Deutsche Bank. As a key member of our wealth management team, you will be responsible for providing personalized investment advice to high net worth individuals and families. Your goal will be to build strong relationships with clients, understand their financial goals, and develop...

  • Senior Private Equity Investment Specialist, Middle East and Europe

    5 days ago

    Dubai, Dubai, United Arab Emirates PER, Private Equity Recruitment Full time

    Per, Private Equity Recruitment presents a rare opportunity for an experienced private equity investment specialist to join a large single-family office based in Dubai.The client invests across the capital structure, with a focus on late-stage venture capital, growth, LBOs, and minority stakes in Europe, the US, and Asia.ResponsibilitiesSupport and drive all...

  • Private Equity Investment Professional

    2 weeks ago

    Dubai, Dubai, United Arab Emirates Venture search Full time

    We are seeking an experienced Private Equity Associate to join our team at Venture Search.The ideal candidate will have a strong background in valuations, financial modelling, and transaction support, with 3-5 years of experience in investment banking or a related field.The Private Equity Associate will be responsible for supporting the team in evaluating,...

  • Investment Portfolio Manager

    1 month ago

    Dubai, Dubai, United Arab Emirates Deutsche Bank Full time

    About the RoleWe are seeking a highly skilled and experienced Investment Portfolio Manager to join our team at Deutsche Bank. As a key member of our Private Wealth Management division, you will be responsible for delivering exceptional investment solutions to our high net worth clients.Key ResponsibilitiesDevelop and implement tailored investment strategies...

  • Private Banker

    1 month ago

    Dubai, Dubai, United Arab Emirates Deutsche Bank Full time

    About the Role:We are seeking a highly skilled and experienced Private Banker to join our team at Deutsche Bank. As a Private Banker, you will be responsible for providing personalized financial solutions to high net worth individuals and families. You will work closely with clients to understand their financial goals and objectives, and develop tailored...

  • Investment Banking Specialist

    3 weeks ago

    Dubai, Dubai, United Arab Emirates GRG Company Full time

    Job SummaryGRG Company is seeking a highly skilled Investment Banking yst to join our team. As an Investment Banking yst, you will be responsible for developing detailed financial models and forecasts for various sectors, conducting industry research and competitive analysis to support deals, and preparing and presenting pitch books and marketing materials...

  • Principal Private Equity Investment Specialist

    3 weeks ago

    Dubai, Dubai, United Arab Emirates PER, Private Equity Recruitment Full time

    About our clientOur client is a major family-owned conglomerate with a sizeable investment arm. This role will be part of the team driving private equity investments in India and South Asia, where the group already owns a major ports business and a large logistics company.Key ResponsibilitiesIdentify and drive new private equity investment opportunities...