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Deutsche Bank · 3 days ago

Investment Manager - Vice President - Director

San Francisco, CA

Full-time

Hybrid

Senior Level, Lead/Staff

$140K/yr - $350K/yr

Deutsche Bank is one of the largest wealth managers worldwide, offering a broad range of investment solutions and advice. The Investment Manager will serve as a primary point of contact for clients, providing strategic advice on their investment portfolios and collaborating with relationship managers to enhance client service.

BankingFinanceFinancial Services

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

Qualification

Portfolio constructionAsset allocationCFAMBAClient networkMulti-asset class managementCommunicationSelf-motivatedSelf-starter

Required

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