Client Advisor, Investment Manager - Vice President

Job Description:

Job Title Client Advisor, Investment Manager

Corporate Title Vice President

Location New York, NY

Overview

As the Client Advisor, Investment Manager you will partner up with relationship managers to provide a single point of contact for clients to access the entire suite of investment capabilities, insights, and solutions offered by Deutsche Bank Wealth Management (WM). 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, asset allocations, and manager selection. You will employ a wide range of asset classes and capabilities to address clients’ needs holistically, including discretionary and advisory portfolio management solutions, capital markets, private markets, and alternative investments.

What We Offer You

• 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 You’ll Do

• Serve as strategic advisor on client’s overall investment portfolio and drive holistic portfolio construction and asset allocation activities; understand classic banking product needs of the client and connect clients with relevant product specialists

• Collaborate closely with key internal partners, including discretionary portfolio managers and Deutsche Bank WM’s entire range of product specialists to deliver the Firm’s best investment thinking and solutions

• Monitor clients’ asset allocation across investments and provide ideas for rebalancing across product spectrum based on CIO view; arrange and execute regular (quarterly, semi-annual, and annual) investment and business reviews with assigned clients and relevant internal partners

• Investment managers will have accountability for total investment assets under management, revenue, assets retention and business mix goals

How You’ll Lead

• Work closely with relationship managers and be the central owner and orchestrator of the investment relationship, as well as partner up with the relationship manager to serve clients across a defined portfolio with a strong focus on the upper echelon of Deutsche Bank WM’s clients

• Proactively identify needs and corresponding opportunities to originate solutions across capital markets and structured investments, and managed and alternative investments (hedge fund and private credit)

Skills You’ll Need

• Proven experience in portfolio construction and asset allocation, as well as managing and/or advising on multi-asset class portfolios for clients across traditional and alternative assets

• Evaluating and selecting traditional asset managers and alternatives of all types with special emphasis on hedge funds and real estate

• Capital markets, including stocks, bonds, structured investments, currencies and commodities, and 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 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 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, as well as fluent in discussing performance attribution

Skills That Will Help You Excel

• Relevant bank or broker/dealer experience or MBA/equivalent higher education degree

• Excellent communication skills, both written and spoken

Expectations

It is the Bank’s expectation that employees hired into this role will work in the New York office in accordance with the Bank’s hybrid working model.

Deutsche Bank provides reasonable accommodations to candidates and employees with a substantiated need based on disability and/or religion.

The salary range for this position in New York City is $110,