Investment Manager for the LatAm team in Switzerland (F/M/X)

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.

Their 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. 

Responsibilities:

• Act as the central point of contact for clients’ investment needs / advice and be responsible for increasing share of wallet from existing clients

• Partner up with the Relationship Managers to serve clients across a defined portfolio

• Serve as strategic advisor on client’s overall investment portfolio, and drive holistic portfolio construction and asset allocation activities, delivering the CIO view to clients and ensuring portfolios are built and overseen accordingly

• Assess clients’ overall risk appetite and keep client risk profiles up-to-date and regularly reviewed

• Own overall suitability and appropriateness of all investments for the client; ensure that all corresponding checks are performed

• Collaborate with the relationship manager on account behavior and flag relevant updates, and on input for KYC

• Collaborate closely with key internal partners, including discretionary portfolio managers and DB WM’s entire range of product specialists to deliver the firm’s best capabilities, solutions and investment thinking

• Proactively identify needs and corresponding opportunities to originate solutions across capital markets, discretionary mandates, advisory mandates and alternative investments

• Proactively seek to manage and control risks while maximizing financial returns in line with regulations

• Understand classic banking product needs of the client including lending, deposits and wealth planning in order to identify opportunities and connect clients with relevant product specialists

• Monitor clients’ asset allocation across investments and provide ideas for rebalancing across product spectrum based on CIO view

• Arrange and execute regular (quarterly, semi-annual, annual) investment and business reviews with assigned clients and relevant internal partners, highlighting and fill any gaps where required

• Support the Relationship Managers in their new client acquisition efforts through participation in client pitches and showcasing Deutsche Bank Wealth Management capabilities

• Act within professional, legal and ethical boundaries and guidelines, observing all internal and external compliance regulations and code of ethics and conduct; flagging and managing reputational risks and conflicts issues

Skills:

• Proven experience in portfolio construction and asset allocation, with knowledge and understanding of private clients and U/HNWI client needs within the relevant market area

• Managing and/or advising on multi-asset class portfolios for clients across traditional and alternative assets

• Opportunistic/idea-driven investing

• Fluent in delivering a capital market outlook from both an investment strategist’s view (i.e., top down) and a manager’s view (i.e., bottom up) with the purpose of articulating why suggested allocations and solutions are appropriate for a given investment objective and market environment

• Experienced and comfortable in leading investment discussions in one-on-one meetings and small groups

• Evidence of past success at building a business by attracting assets, principally as a result of the ability to quickly gain the confidence of a client

• Fluent in discussing performance attribution

• Have a good understanding of the governing regulatory framework (e.g. RDR, MiFID II, etc.), including but not limited to applicable confidentiality / secrecy / data protection regulations and cross border rules where relevant

• Ability to introduce existing client relationships a plus

Additional desired experience:

• Superior investment acumen with a strong understanding of various asset classes

• Superior analytical skills as well as being detail-oriented on both strategy and execution

• Excellent client-facing skills

• Excellent communication skills and collaboration skills

• Professional integrity

• Self-starter and ability to work with teams across different locations

• CFA, MBA degree or other advanced degree a plus

• At least 7 or more years of relevant investment experience

• Fluent in Portuguese, Spanish and English

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 wellbeing.

• Financially secure

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

Our cultural aspiration is to be ‘empowered to excel together every day’. This means we strive for the highest standards of integrity, are accountable while learning from mistakes, promote speaking up and constructively challenge each other to further innovation. Seeking out conversations, proactively embracing change, new facts and different perspectives helps our talented and diverse teams to work in partnership across the globe and drive business results.

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.