Deutsche Bank Group
Finance
AdvisorySolutionsLead
“Advisory Solutions Lead at Deutsche Bank Group. Skills: Advisory process, Investment funds, Regulatory compliance, Stakeholder coordination. End-to-end definition, continuous improvement of the Bank’s advisory service. Ensuring an effective process and full alignment with applicable regulatory and legal requirements”
What You'll Achieve.
Ensuring operational consistency and full traceability; Ensuring commercial adoption and regulatory compliance; Robust delivery and effective adoption of data analysis and productivity that support decision‑making (e.g. sizing, KPI monitoring, adoption tracking, advisory quality metrics and offering performance)
Industry & Context.
Detect gaps and design/implement solutions
What They're Looking For.
Must Have
5+ years in the advisory process and its operational requirements (suitability, documentation, evidence, controls and monitoring), Solid understanding of legal and regulatory requirements applicable to investment advisory, Proven experience engaging with Compliance and Legal, Fluent English (written and spoken), Advanced Excel
Nice to Have
Analytics and reporting experience
What You'll Do.
End-to-end definition
continuous improvement of the Bank’s advisory service
Ensuring an effective process and full alignment with applicable regulatory and legal requirements
Responsibility on Funds distribution
new product creation and connection with global initiatives
Definition and evolution of the advisory offering (services and products)
Governance of the advisory process
Coordination of all stakeholders involved in delivery
Ensuring commercial adoption and regulatory compliance
Own the end-to-end advisory process (client journey
roles and responsibilities
evidence and documentation
Define and evolve the advisory offering across segments (Wealth
Personal and Business)
Identify client needs
detect gaps and design/implement solutions (services
tools and front support materials)
Lead and coordinate launches within the Investment Solution (I&S) scope
requirements gathering
stakeholder coordination
rollout and post-launch monitoring
Ensure the advisory service
client documentation and communications are legally and regulatory compliant
How You'll Work.
Team & Collaboration
Key interface between Front Office and control functions (Compliance and Legal); Key partner to internal stakeholders across the distribution value chain (Front Office, Investments/Products, Risk, Operations, Technology and, if applicable, Marketing); Coordinating closely to understand business needs and ensure robust delivery and effective adoption of data analysis and productivity that support decision‑making; Coordinating closely with Compliance and Legal
Communication Scope
Fluent English (written and spoken)
Process & Methodology
Planning, Requirements gathering, Stakeholder coordination, Testing, Rollout, Post-launch monitoring
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