Investment Manager - Vice President - Director

Deutsche Bank • San Francisco, CA

6h • $140,000 - $350,000 • Hybrid

About The Position

Deutsche Bank’s Wealth Management business is one of the largest wealth managers worldwide and we offer our clients a broad range of traditional and alternative investment solutions, as well as comprehensive advice on all aspects of wealth management. You will be 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. You will leverage the insight and expertise of the Deutsche Bank Wealth Management Chief Investment Office (CIO) and the global and regional investment committees to provide advice around long-term thematic investment opportunities, short-term tactical trades, and asset allocation. You will employ a wide range of asset classes and capabilities, leveraging the knowledge from dedicated 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.

Requirements

• Solid network of clients in the target coverage market is required
• Bachelor’s Degree required; CFA, MBA degree or other advanced degree a plus
• Proven experience in portfolio construction and asset allocation, with 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 (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
• Excellent communication skills, both written and spoken
• Self-motivated
• Self-starter

Responsibilities

• Act as the central point of contact for clients’ investment needs/advice and be responsible for increasing share of wallet from existing clients and partner up with the 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
• 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 regarding know-your-client
• Proactively identify needs and corresponding opportunities to originate solutions across capital markets, discretionary mandates, advisory mandates and alternative investments, and 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 to deliver the Firm’s best capabilities, solutions and investment thinking
• Arrange and execute regular (quarterly, semi-annual, annual) investment and business reviews with assigned clients and relevant internal partners, highlighting and fill any gaps where required
• Support the relationship managers in their new client acquisition efforts through participation in client pitches and showcasing Deutsche Bank Wealth Management capabilities

Benefits

• A diverse and inclusive environment that embraces change, innovation, and collaboration
• A 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, and family building benefits
• Educational resources, matching gift, and volunteer programs

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees