Job Description
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investment manager
Deutsche Bank
Bengaluru, Karnataka
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18 hours agoFull–time
Position Overview The Client Advisor assists the Senior Client Advisors with providing tailored, strategic, innovative advice/solutions to the Bank's clients/prospective clients, delivering superior investment opportunities to the clients in line with the client's objectives and personal needs. They will lead the due diligence, preparation of relevant client reports and assist in the implementation/execution of the transaction. They will partner with the Sales/Coverage and Origination teams working closely with the Senior Client Advisors to provide holistic solutions to the Bank's clients. Given the advisory nature of the roles, the Client Advisor will ensure that the advice provided is in good faith and always in the best interests of the client and in adherence to all regulatory and compliance requirements. 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 child care assistance benefit (gender neutral) Flexible working arrangements 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 Assist Relationship Managers(RM) in managing investment mandates of existing clients and also take lead in presenting investment ideas to existing clients keeping in mind suitability Drive investment business by working closely with RMs to effectively pitch for new business by showcasing various third party and proprietary exclusive investment offerings to existing / potential new clients Analyze and prepare client portfolio updates / presentations and assist clients in the portfolio construction / review process by working with investment product team to achieve their financial objectives as per client suitability and risk profile Analyze market trends & product(s) performance, collate research reports, update the team on day-to-day investment related information, investment ideas, new product updates etc. Provide updates and recommendations to RMs and clients on investment portfolios Work to increase wallet-share of existing clients Manage adhoc 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 Proven Leadership abilities High degree of honesty, integrity with strong work ethic Strong organizational and time management skills to effectively manage multiple investment mandates Excellent client relationship management skills Excellent interpersonal and communication skills Demonstrate ability to work with a structured approach towards defined investment process Ability to develop and maintain professional relationships The successful candidate will be a seasoned investment executive having a related experience gained with another wealth management firm, family office or an asset management company Proficiency in Bloomberg, Reuters, Excel, PowerPoint and other research / data compilation tools Knowledge of relevant regulations pertaining to investment business How we'll support you Training and development to help you excel in your career Flexible working to assist you balance your personal priorities Coaching and support from experts in your team A culture of continuous learning to aid progression A range of flexible benefits that you can tailor to suit your needs About us and our teams Please visit our company website for further information: Our values define the working environment we strive to create - diverse, supportive and welcoming of different views. We embrace a culture reflecting a variety of perspectives, insights and backgrounds to drive innovation. We build talented and diverse teams to drive business results and encourage our people to develop to their full potential. Talk to us about flexible work arrangements and other initiatives we offer. We promote good working relationships and encourage high standards of conduct and work performance. We welcome applications from talented people from all cultures, countries, races, genders, ****** orientations, disabilities, beliefs and generations and are committed to providing a working environment free from harassment, discrimination and retaliation. Click to find out more about diversity and inclusion at Deutsche Bank
investment manager
Deutsche Bank
Bengaluru, Karnataka
Apply
18 hours agoFull–time
Position Overview The Client Advisor assists the Senior Client Advisors with providing tailored, strategic, innovative advice/solutions to the Bank's clients/prospective clients, delivering superior investment opportunities to the clients in line with the client's objectives and personal needs. They will lead the due diligence, preparation of relevant client reports and assist in the implementation/execution of the transaction. They will partner with the Sales/Coverage and Origination teams working closely with the Senior Client Advisors to provide holistic solutions to the Bank's clients. Given the advisory nature of the roles, the Client Advisor will ensure that the advice provided is in good faith and always in the best interests of the client and in adherence to all regulatory and compliance requirements. 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 child care assistance benefit (gender neutral) Flexible working arrangements 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 Assist Relationship Managers(RM) in managing investment mandates of existing clients and also take lead in presenting investment ideas to existing clients keeping in mind suitability Drive investment business by working closely with RMs to effectively pitch for new business by showcasing various third party and proprietary exclusive investment offerings to existing / potential new clients Analyze and prepare client portfolio updates / presentations and assist clients in the portfolio construction / review process by working with investment product team to achieve their financial objectives as per client suitability and risk profile Analyze market trends & product(s) performance, collate research reports, update the team on day-to-day investment related information, investment ideas, new product updates etc. Provide updates and recommendations to RMs and clients on investment portfolios Work to increase wallet-share of existing clients Manage adhoc 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 Proven Leadership abilities High degree of honesty, integrity with strong work ethic Strong organizational and time management skills to effectively manage multiple investment mandates Excellent client relationship management skills Excellent interpersonal and communication skills Demonstrate ability to work with a structured approach towards defined investment process Ability to develop and maintain professional relationships The successful candidate will be a seasoned investment executive having a related experience gained with another wealth management firm, family office or an asset management company Proficiency in Bloomberg, Reuters, Excel, PowerPoint and other research / data compilation tools Knowledge of relevant regulations pertaining to investment business How we'll support you Training and development to help you excel in your career Flexible working to assist you balance your personal priorities Coaching and support from experts in your team A culture of continuous learning to aid progression A range of flexible benefits that you can tailor to suit your needs About us and our teams Please visit our company website for further information: Our values define the working environment we strive to create - diverse, supportive and welcoming of different views. We embrace a culture reflecting a variety of perspectives, insights and backgrounds to drive innovation. We build talented and diverse teams to drive business results and encourage our people to develop to their full potential. Talk to us about flexible work arrangements and other initiatives we offer. We promote good working relationships and encourage high standards of conduct and work performance. We welcome applications from talented people from all cultures, countries, races, genders, ****** orientations, disabilities, beliefs and generations and are committed to providing a working environment free from harassment, discrimination and retaliation. Click to find out more about diversity and inclusion at Deutsche Bank
💡 Quick Summary
Seeking a career-building opportunity? The investment manager position is now open for candidates interested in the Bank Jobs sector. This role in Bengaluru offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
