Description
:
You will be the primary point of contact for clients to access the entire suite of wealth management capabilities and solutions offered by Deutsche Bank Wealth Management. You will work alongside a Senior Relationship Manager covering clients within the Private Capital Markets ecosystem, including Hedge Fund managers, Private Equity Partners and Founders of sponsor backed businesses.
Responsibilities
1. Developing new business with new and existing Italian clients based in Italy and abroad, spending time focused on bringing in new clients and new assets (prospecting), building and sustaining long-term relationships on the International Private Banking and all internal counterparties, like Private Capital Markets desks, Discretionary Portfolio Desk and Direct Advisory Desk.
2. Advising clients within the required regulatory framework (especially cross border rules within Italy and Luxembourg) and keeping abreast of all client-impacting initiatives from the respective market
3. Proactively identifying client lending/financing needs, involving lending specialists to further develop the opportunity to completion
4. Acting as the Accountable Client Owner with responsibility for all Anti-Money Laundering aspects of the client relationship; including Know Your Client in good quality and in a timely manner as well as account behaviour.
5. Owning the overall suitability and appropriateness for client investments where clients are not assigned an Investment Manager; taking client execution orders where required and ensuring that all corresponding checks are performed.
6. Working in close collaboration with Relationship Managers (RMs) & Investment Managers(Advisors) in prospecting for new clients and managing existing client portfolios
7. Be a part of a team responsible significant revenue impact for the region
Skills
8. Educated to Bachelor’s degree level or equivalent qualification/ relevant work experience
9. Industry experience in client services/private banking role within Private Client Wealth Management
10. Up to 5 years of relevant investment experiences
11. Experience taking client orders & booking trades
12. Extensive Capital Markets knowledge incl. derivatives (Fixed Income, Equity, Listed Derivatives and Foreign Exchange)
13. Excellent interpersonal and communication skills, both written and verbal
14. Fluent English and Italian speaker
Personal Competencies
15. Strong team player - willing & able to work under pressure (being able to prioritize tasks)
16. Works fast with precision (even under pressure)
17. Positive, outgoing & open-minded
18. Is genuinely interested in financial markets and continually learning/educating him/herself
19. Strong communication skills (verbally and in written)
The successful candidate will be asked to present a recent criminal record.
Well-being & Benefits
· Emotionally and mentally balanced: We support you in maintaining good mental health. Benefit from initiatives such as training events, counseling and support in difficult life situations and a culture where you can openly speak about mental health. Reach out to our Mental Health First Aiders.
· Physically thriving: We support you managing your physical health by taking appropriate preventive measures and providing a workplace that helps you thrive. We offer an in-house gym, standing desks, medical check-ups and promote healthier ways of working.
· Socially connected: We strongly believe in collaboration, inclusion and feeling connected to open up new perspectives and strengthen our self-confidence and well-being. Our local benefits vary from different types of leave, sports groups to engage with colleagues while keeping physically active and a hybrid working model.
· Financially secure: We support you to meet personal financial goals during your active career and for the future. Thus, we offer two pension contribution plans, a worldwide accident insurance, private insurance discounts, special conditions as a Deutsche Bank employee with several retail banks in Luxembourg, public transportation reimbursement, lunch voucher scheme, company car participation, as well as a Corporate Benefits platform
We strive for a in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively.
Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group.
We welcome applications from all people and promote a positive, fair and inclusive work environment.