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About the Role

Deutsche Bank’s Wealth Management business is one of the largest wealth managers worldwide, offering clients a broad range of traditional and alternative investment solutions and comprehensive wealth management advice. You will be a primary point of contact for clients, working in partnership with relationship managers to provide investment advice and leverage the insights of the Chief Investment Office (CIO) and investment committees.

Responsibilities

Act as the central point of contact for clients’ investment needs/advice.
Increase share of wallet from existing clients.
Partner with relationship managers to serve clients across a defined portfolio.
Serve as strategic advisor on client’s overall investment portfolio.
Drive holistic portfolio construction and asset allocation activities.
Deliver the CIO view to clients and ensure portfolios are built and overseen accordingly.
Assess clients’ overall risk appetite and keep client risk profiles up-to-date and regularly reviewed.
Own overall suitability and appropriateness of all investments for the client.
Ensure all corresponding checks are performed.
Collaborate with the relationship manager on account behavior and flag relevant updates.
Collaborate with the relationship manager on input regarding know-your-client.
Proactively identify needs and corresponding opportunities to originate solutions across capital markets, discretionary mandates, advisory mandates and alternative investments.
Seek to manage and control risks while maximizing financial returns in line with regulations.
Collaborate closely with key internal partners, including discretionary portfolio managers and Deutsche Bank’s entire range of wealth management product specialists.
Arrange and execute regular investment and business reviews with assigned clients and relevant internal partners.
Highlight and fill any gaps where required.
Support relationship managers in their new client acquisition efforts through participation in client pitches and showcasing Deutsche Bank Wealth Management capabilities.

Requirements

Solid network of clients in the target coverage market is required.
Proven experience in portfolio construction and asset allocation.
Knowledge and understanding of private clients and ultra-high/high-net-worth individual client needs.
Managing and/or advising on multi-asset class portfolios for clients across traditional and alternative assets.
Fluent in delivering a capital market outlook from both an investment strategist’s view and a manager’s view.

Skills

Excellent communication skills, both written and spoken
Self-motivated
Self-starter

Location

New York, NY

Work Type

Hybrid

Experience Level

Director

Education Level

Bachelor’s Degree required
CFA, MBA degree or other advanced degree a plus

Salary/Compensations

$220,000 to $350,000

Benefits

A diverse and inclusive environment that embraces change, innovation, and collaboration
Hybrid working model, allowing for in-office / work from home flexibility
Generous vacation, personal and volunteer days
Employee Resource Groups support an inclusive workplace for everyone and promote community engagement
Competitive compensation packages including health and wellbeing benefits
Retirement savings plans
Parental leave
Family building benefits
Educational resources
Matching gift programs
Volunteer programs

About the Company

For over 150 years, our dedication to being the Global Hausbank for our clients has been driven by our people – in around 60 countries and across more than 150 nationalities.
Their deep understanding, insights, expertise, and passion help our clients navigate an increasingly complex world – be it in our Corporate Bank, our Private Bank, our Investment Bank or our Asset Management (DWS) division.
Together we can make a great impact for our clients at home and abroad, securing their lasting success and financial security.
More information at: Deutsche Bank Careers (db.com)

Equal Opportunity

We welcome applications from all people and promote a positive, fair and inclusive work environment.
Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status or other characteristics protected by law.
EEOC Know Your Rights
Employee Rights and Responsibilities under the Family and Medical Leave Act
Employee Polygraph Protection Act