Deutsche Bank Group
Finance
ClientFacingProduct&SolutionsSpecialist,VP
“Client-Facing Product & Solutions Specialist, VP at Deutsche Bank Group. Skills: investment advisory, client portfolio management, client-facing advisory & sales skills, order execution and management. Managing all the investment advisory mandates across India. Formulate various asset class views (Equity, Debt & Multi-asset) views based on the existing house view on these asset classes and providing advice on the same to clients”
What You'll Achieve.
increase share of wallet from existing clients; new advisory business mandates from prospects
Industry & Context.
Superior analytical skills
What They're Looking For.
Must Have
15+ years of experience in investment advisory and WM client portfolio management, Relevant local licenses and qualifications mandatory, Professional Integrity with excellent client-facing advisory & sales skills with proven track-record, Knowledge of relevant regulations pertaining to IA mandates business
Nice to Have
CFA or CA or MBA Finance from premier institutes preferred, Superior analytical skills as well as being detail-oriented on both strategy and execution, Self-motivated and passionate about Private Banking business in India, Ability to maintain a cool head during volatile markets to manage the trade execution and to manage client’s temperament, good client relationship management skills
What You'll Do.
Managing all the investment advisory mandates across India
Formulate various asset class views (Equity
Debt & Multi-asset) views based on the existing house view on these asset classes and providing advice on the same to clients
Periodic portfolio reviews / meetings with clients under advisory covering presentations
investment research & market updates
day-to-day investment related information
Lead all product enhancements to improve overall product offering on an ongoing basis
Make a monthly newsletter entailing house view/s on all asset classes
Analyse market trends & product(s) performance
collate research reports
update the team / clients on day-to-day investment related information
new product updates etc
Provide updates and recommendations on investment portfolios
Look to increase share of wallet from existing clients and new advisory business mandates from prospects
Manage ad hoc clients’ investment enquiries
Ensure adherence to Client & Products Suitability policy
regulatory standards and requirements as well as all operating processes relating to front office
How You'll Work.
Team & Collaboration
update the team / clients on day-to-day investment related information, investment ideas, new product updates etc
Communication Scope
Excellent presentation and communication skills in English; Good interpersonal and communication skills
Process & Methodology
Ability to effectively manage multiple mandates of clients, Demonstrate ability to work with a structured approach towards client’s portfolio management
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