Client-Facing Product & Solutions Specialist, VP

Job Title: Client-Facing Product & Solutions Specialist, VP

Location: Mumbai, India

Role Description

• Managing all the investment advisory mandates across India
• Able to formulate various asset class views (Equity, Debt & Multi-asset) views based on the existing house view on these asset classes and providing advice on the same to clients.
• Periodic portfolio reviews / meetings with clients under advisory covering presentations, performance updates, investment research & market updates, day-to-day investment related information, investment ideas etc.

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 childcare assistance benefit (gender neutral)
• 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

• Lead all product enhancements to improve overall product offering on an ongoing basis
• To make a monthly newsletter entailing house view/s on all asset classes.
• Analyse market trends & product(s) performance, collate research reports, update the team / clients on day-to-day investment related information, investment ideas, new product updates etc.
• Provide updates and recommendations on investment portfolios
• Look to increase share of wallet from existing clients and new advisory business mandates from prospects.
• Manage ad hoc 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

• Senior resource with at least 15+ years of experience in investment advisory and WM client portfolio management. Excellent presentation and communication skills in English is a must
• Bachelor or above Degree holder, preferably in Finance, Economics, or related discipline. CFA or CA or MBA Finance from premier institutes preferred
• Relevant local licenses and qualifications mandatory
• Good understanding of private clients and U/HNW clients’ needs. Superior analytical skills as well as being detail-oriented on both strategy and execution. Self-motivated and passionate about Private Banking business in India
• Professional Integrity with excellent client-facing advisory & sales skills with proven track-record
• Should have working knowledge about order execution and management. The candidate should be a seasoned professional having a related experience gained with preferably another asset / investment management company or a wealth management firm Proficiency in Bloomberg, Reuters, Excel, PowerPoint, and other research / data compilation tools Knowledge of relevant regulations pertaining to IA mandates business
• Leadership abilities High degree integrity with strong work ethic Ability to effectively manage multiple mandates of clients Demonstrate ability to work with a structured approach towards client’s portfolio management Ability to maintain a cool head during volatile markets to manage the trade execution and to manage client’s temperament good client relationship management skills Good interpersonal and communication skills

How we’ll support you

• Training and development to help you excel in your career
• 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:

https://www.db.com/company/company.html

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.