client advisor, VP Milano


 

Details of the role and how it fits into the team

We are looking for a Senior Investment Manager to join our IM team within the Wealth Management arm of the Bank for Entrepreneurs (part of the International Private Bank) in Italy.

Deutsche Bank Wealth Management is one of the world’s largest wealth managers and the valued partner of individuals, entrepreneurs, family offices and foundations.

The IM will be based in Milan, covering the North East Region both in terms of existing WM clients as well as Entrepreneurial prospects. The IM will provide sophisticated investment ideas and solutions tailored to the clients’ needs, covering both existing and prospective clients together with different Relationship Managers within the region.

As a Senior IM joining the team, you will become part of a client-oriented environment in which you will be able to apply and further enhance the deep technical and soft skills required for the role, both in terms of day-to-day activities as well as strategic initiatives.

Your key responsibilities

Main tasks will include:

  • Develop investment proposals for existing and perspective clients
  • Perform cross-asset portfolio reviews
  • Implement Investment solutions tailored to the client’s needs
  • Expand the B4E client base in the region together with the relevant RMs
  • Deliver value-added excellences of the bank to the more sofisticated client base

Your skills and experience

The successful candidate should have the following qualifications:

  • Minimum 8 years of relevant industry experience within M&A / Global Markets / Asset Management / Wealth Management, preferably in an international institution
  • Deep technical background and knowledge of both financial markets and investment solutions
  • Ability to work in a fast paced environment, with multi-tasking capabilities to take care of multiple project simultaneously
  • Proficient use of MS Office, Bloomberg / Reuters
  • Proficient in English and Italian, additional languages are a plus

Due to the nature of the job, we expect the successful candidate to maintain the highest standard of professionalis, conduct, performance and confidentiality

Our values define the working environment we strive to create – diverse, supportive and welcoming of different views. We embrace a culture reflecting a variety of perspectives, insights and backgrounds to drive innovation. We build talented and diverse teams to drive business results and encourage our people to develop to their full potential. Talk to us about flexible work arrangements and other initiatives we offer.
We promote good working relationships and encourage high standards of conduct and work performance. We welcome applications from talented people from all cultures, countries, races, genders, sexual orientations, disabilities, beliefs and generations and are committed to providing a working environment free from harassment, discrimination and retaliation.


 

Sponsored Ads

Previous Post Next Post

نموذج الاتصال