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Investment Manager
Posted 21 hours 55 minutes ago by IIBA (International Institute of Business Analysis)
Job Title: Investment Manager
Location: London
Corporate Title: Analyst
The Investment Manager (IM) acts as the clients' primary contact for all investment needs and discussions. Your role will be client-facing, responsible for delivering Deutsche Bank Wealth Management solutions, including Discretionary and Advisory portfolio management, Lending, Deposits, Capital Markets, Alternative Investments, and Wealth Planning. You will leverage the expertise of the Chief Investment Office (CIO) and Deutsche Bank product specialists to provide investment insights, market updates, bespoke solutions, and portfolio reviews.
What we'll offer you:
- A healthy, engaged, and well-supported workforce to foster development and wellbeing.
- Hybrid Working Model allowing remote work part of the time.
- Competitive salary and non-contributory pension.
- 30 days' holiday plus bank holidays, with options to purchase additional days.
- Life Assurance and Private Healthcare for you and your family.
- Flexible benefits including Retail Discounts, Bike4Work scheme, and Gym benefits.
- Support for CSR initiatives and 2 days' volunteering leave annually.
Your key responsibilities:
- Serve as a primary or secondary contact for investment-related discussions covering Deutsche Bank Wealth Management solutions.
- Identify client needs, develop solutions, and increase wallet share to meet commercial goals.
- Monitor portfolios, suggest rebalancing, conduct reviews, ensuring alignment with CIO views and asset allocation.
- Assess risk appetite, ensure suitability, and oversee portfolios accordingly.
- Ensure compliance with regulatory requirements and Deutsche Bank policies in all investments and trades.
- Collaborate with Relationship Managers to develop investment proposals and drive pitches, showcasing Deutsche Bank capabilities.
Your skills and experience:
- Strong knowledge across all asset classes and awareness of global markets.
- Ability to deliver capital markets outlooks and lead investment discussions confidently.
- Understanding of UK regulatory frameworks and tax treatments, with awareness of RDR, MiFID II, and UK tax rules.
- Working towards or completed RDR Level 4 qualification (Level 6 preferred).
- Excellent communication, presentation, and interpersonal skills as a team player.
How we'll support you:
- Training and development opportunities.
- Coaching from team experts.
- Culture of continuous learning and progression.
- Flexible benefits tailored to your needs.
About us and our teams:
Deutsche Bank is a leading German bank with a strong European presence and a global network. We are committed to diversity, equity, and inclusion, supporting a culture of innovation and development. We welcome applications from all backgrounds and are dedicated to providing a harassment-free environment.
Visit Inside Deutsche Bank to learn more about our culture, diversity, and initiatives.
IIBA (International Institute of Business Analysis)
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