Senior MIT Advisor, Switzerland

Position Overview

For over 150 years, our dedication to being the Global Hausbank for our clients has been driven by our people – in around 60 countries and across more than 150 nationalities.

Our deep understanding, insights, expertise, and passion help our clients navigate an increasingly complex world – be it in our Corporate Bank, our Private Bank, our Investment Bank or our Asset Management division.

Together we can make a great impact for our clients home and abroad, securing their lasting success and financial security.

Deutsche Bank’s Wealth Management business is one of the largest wealth managers worldwide. We offer our clients a broad range of traditional and alternative investment solutions, as well as comprehensive advice on all aspects of Wealth Management. As a trusted partner of wealthy individuals and entrepreneurs, family offices and foundations, we create lasting value for clients. We specialize in developing bespoke solutions for our clients around the world, for instance wealth planning across successive generations and international borders, asset management with individual risk management, loans and deposits. All this is possible thanks to our global network, our many years of experience and our close collaboration with the Corporate Bank, Investment Bank and DWS. We aim to become a highly competitive global wealth manager by combining financial strength and stability with trustworthy partnership and forward-thinking in order to build sustainable and beneficial client relationships. As a growth business for Deutsche Bank, we contribute towards building a more balanced, less capital intense and stable business model for the bank.

We intend to hire a highly accomplished Investment Advisor to focus on cross-asset investment coverage of sophisticated German-speaking UHNW clients and Family Offices. The Advisor will work closely with Relationship Managers and Product Specialists to provide UHNW/FO clients with a sophisticated service around asset allocation structure, capital markets, derivatives and structured solutions, including monitoring the portfolios’ risk metrics and any margin exposure.

This individual will bring a distinguished track record in advising wealth management clients on tailored solutions and will have deep knowledge of investment related platform capabilities in the wealth management industry. The ideal candidate will understand capital markets across asset classes and be able to navigate the strategic and product landscape together with other stakeholders.

The Senior UHNW Investment Advisor is responsible for covering a book of client investment portfolios, as well as partnering with the Relationship Managers on prospecting efforts to deliver the Bank’s investment platform and specific solutions relevant and appropriate for the clients. The Investment Advisor is a client-facing role with full responsibility for the investment dialogue.

Key Responsibilities

• Presenting the investment platform across all asset classes and solutions

• Providing clients with comprehensive overview of our CIO forecasts and opinions

• Preparing pitch documents, client presentation materials, and market analyses

• Analysing and selecting suitable investment solutions in line with client needs

• Providing investment advice to clients and managing their after-sales experience

• Executing client orders in capital markets in a timely and compliant manner

• Providing Portfolio analyses and Strategic Asset Allocation advice

• Responding to product related questions, issues, and problems

• Act as point of contact for eligible clients that require access to a sophisticated Family Office service on OTC derivatives, Equities, FX, Credit and Rates, involving DAC service and product specialists as required

• Achieving individual revenue and share of wallet targets, including supporting prospecting efforts of the Relationship Managers

• Collaborate closely with key internal partners, including Legal, Compliance, Risk, Asset Management, and the Investment Bank

• Understand and make sure to act in compliance with the Bank and regulatory policies, related to market risks, credit risks, operational risks, and reputational risks

Required Profile

• Proven track record of managing and advising clients on investment portfolios, across asset classes

• 10 or more years of relevant investment experience

• Fluent in delivering an economic outlook

• Good knowledge of Bloomberg and Microsoft Office programmes

• Detailed understanding of structured products and ability to advise on implementing a given strategy via individual components depending on the client’s profile

• Strong team player – willing and able to work under pressure, being able to prioritise tasks

• Works efficiently with precision even under pressure, using initiative and market experience to identify the best solution

• Positive, outgoing, and open-minded personality

• Clear understanding of and respect for applicable legal and regulatory concepts, including cross-border frameworks, and requisite local requirements

• Strong communication skills (verbal and written) in English and German. Other languages are beneficial, considering exposure to clients from across Europe International regions, but primary focus would be on German-speaking Family Offices and UHNW individuals

• Ability to introduce existing client relationships considered a plus

Well-being & Benefits

• Emotionally and mentally balanced
  We support you in dealing with life crises, maintaining stability through illness, and maintaining good mental health

• Physically thriving
  We support you managing your physical health by taking appropriate preventive measures and providing a workplace that helps you thrive

• Socially connected
  We strongly believe in collaboration, inclusion and feeling connected to open up new perspectives and strengthen our self confidence and well being

• Financially secure
  We support you to meet personal financial goals during your active career and for the future

We strive for a culture 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.