Investment Manager - Vice President - Director

Deutsche Bank

San Francisco, CA, US
Base: $140,000 to $350,000; bonus/equity: not spec...
Hybrid
Client investment needs
Portfolio construction
Asset allocation
You will be a primary point of contact for clients to access the entire suite of investment capabilities, insights and solutions offered by Deutsche Bank Wealth Management

Job Summary

  • You will be a primary point of contact for clients to access the entire suite of investment capabilities, insights and solutions offered by Deutsche Bank Wealth Management.
  • 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.
  • A diverse and inclusive environment that embraces change, innovation, and collaboration.

Matching Summary

You will be a primary point of contact for clients to access the entire suite of investment capabilities, insights and solutions offered by Deutsche Bank Wealth Management.

Salary

Base: $140,000 to $350,000; Bonus/Equity: Not specified; Benefits: Health and wellbeing benefits, retirement savings plans, parental leave, family building benefits

Skills & Requirements

Must-have

  • client investment needs
  • portfolio construction
  • asset allocation
  • risk appetite assessment
  • originate solutions
  • client pitches

Nice-to-have

  • innovative and collaborative environment
  • hybrid working model
  • employee resource groups
  • financial wellness benefits

Key Requirements

  • Bachelor’s Degree required
  • Solid network of clients
  • Proven experience in portfolio construction
  • Managing multi-asset class portfolios
  • Fluent in delivering capital market outlook

Work Rights

Not specified

Tailored Resume

Cover Letter