Description
- The Advisory Solutions team is responsible for managed investment solutions including funds, alternative investments, and ETFs.
- The team works closely with client advisors to provide a range of managed investment solutions to meet client objectives.
- This includes assessing product needs, creating fundsolutions / positioning along with regular follow-on updates.
- In addition to supporting the sales function, the team is also involved in ongoing product management and the maintenance of the funds and alternatives platform globally.
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 policyGender neutral parental leaves100% reimbursement under childcare assistance benefit (gender neutral)Sponsorship for Industry relevant certifications and educationEmployee Assistance Program for you and your family membersComprehensive Hospitalization Insurance for you and your dependentsAccident and Term life InsuranceComplementary Health screening for 35 yrs. and aboveYour key responsibilities
Collaborate with regional Advisory Solutions teams to generate actionable investment ideas and create compelling product content / materials for the client advisors (i.e., Investment Managers, Relationship Managers) with private wealth clients’ consumption in mind.Support the production of marketing material and regular fund updates to facilitate sales and ensure effective communication through newsletters, virtual events, and internal platforms.Oversee the lifecycle management of product-related materials to maintain information accuracy and ensure up-to-date content.Prepare sales and exposure reports for key stakeholders, ensuring sales efforts are effectively monitored and directed.Ensure that the information related to products and platforms is accurate, adhering to Deutsche Bank Private Bank’s internal processes.Support the regional / global teams on project-based, sales enablement initiatives through process, systems and / or analytics.Work with a multi-location team spread across different regions in a coordinated approach.Maintain organized records of DB internal approvals, review existing processes for effectiveness and devise new processes or streamline as needed.Your skills and experience
Minimum post graduate degree with focus on Finance, Management or similar. CFA / FRM / CA / CAIA will be preferred.Experience in the financial services industry with prior experience working in product team serving global funds will be preferred.Possess a creative flair in articulating key concepts and selling points through the varied communication mediums.Marketing know-how and brand management experience a plus.Adept in Microsoft Office (Excel, PowerPoint, and Word) and computer literacy to navigate internal systems with other technical computing knowledge (e.g., Bloomberg Terminal, etc.) an advantage.Demonstrated ability to work both independently, as a team member, and as a collaborative partner.How we’ll support you
Training and development to help you excel in your careerCoaching and support from experts in your teamA culture of continuous learning to aid progressionA range of flexible benefits that you can tailor to suit your needs