Private Bank – Investment Manager, Director

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 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.
• Fluency in Arabic and English at least.
• Bachelor degree a must. CFA, MBA degree or other advanced degree a plus.

Additional desired experience / attributes

• Superior investment acumen with a strong understanding of various asset classes
• Superior analytical skills as well as being detail-oriented on both strategy and execution.
• Excellent client-facing skills
• Excellent communication skills and collaboration skills
• Professional integrity
• Self-starter and ability to work with teams across different locations
• Willing and able to develop other staff, e.g., analysts
• Ability to introduce existing client relationships a plus.

Deutsche Bank & Diversity

Deutsche Bank is an equal opportunity employer who seeks to recruit and appoint the best available person for a job regardless of marital / civil partnership status, sex (including pregnancy), age, religion, belief, race, nationality and ethnic or national origin, color, sexual orientation, or disability.
We guarantee that your application will remain anonymous and be treated confidentially. Please let us know if you require any adjustments to enable you to apply or attend an interview. If you would like to discuss your requirements, or have any concerns about the application process, please contact your recruiter.

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.