Deutsche Bank Group
Finance
Client-FacingProduct&SolutionsSpecialist,VP
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“Client-Facing Product & Solutions Specialist, VP at Deutsche Bank Group. Skills: Investment advisory, Client portfolio management, Client-facing advisory & sales skills, Product & Solutions Specialist. 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.
Improve overall product offering on an ongoing basis; Increase share of wallet from existing clients and 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, Preferably in Finance, Economics, or related discipline
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
investment ideas etc.
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
Full Job Description
## _**Job Description:**_ **Job Title: Client-Facing Product & Solutions Specialist, VP** **Location: Mumbai, India** **Role Description** * Managing all the investment advisory mandates across India * Able to 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, performance updates, investment research & market updates, day-to-day investment related information, investment ideas etc. **What we’ll offer you** As part of our flexible scheme, here are just some of the benefits that you’ll enjoy * Best in class leave policy * Gender neutral parental leaves * 100% reimbursement under childcare assistance benefit (gender neutral) * Sponsorship for Industry relevant certifications and education * Employee Assistance Program for you and your family members * Comprehensive Hospitalization Insurance for you and your dependents * Accident and Term life Insurance * Complementary Health screening for 35 yrs. and above **Your key responsibilities** * Lead all product enhancements to improve overall product offering on an ongoing basis * To 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, investment ideas, 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 **Your skills and experience** * Senior resource with at least 15+ years of experience in investment advisory
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