Financial Planner jobs in United Arab Emirates

The Investment Manager is a primary point of contact for clients to access the entire suite of investment capabilities, insights and solutions offered by Deutsche Bank Wealth Management. This is achieved by working in close partnership with the Relationship Manager in the day‑to‑day planning and servicing for the client.

The individual leverages the insight and expertise of the Deutsche Bank Wealth Management Chief Investment Office and the global and regional investment committees to provide advice around long‑term thematic investment opportunities, short‑term tactical trades and asset allocation. The Investment Manager employs a wide range of asset classes and capabilities, leveraging the knowledge from dedicated product specialists, to address clients’ needs holistically, including lending and financing, deposits, discretionary and advisory portfolio management solutions, capital markets, private markets, alternative investments and wealth planning. Investment Manager will have accountability for total investment AUM, revenue, asset retention, client experience, suitability risk and contribution towards business mix goals.

A healthy, engaged and well‑supported workforce are better equipped to do their best work and, more importantly, enjoy their lives inside and outside the workplace. That’s why we are committed to providing an environment with your development and wellbeing at its center.

• Life Insurance
• Accidental Death Insurance
• Permanent Partial Disability Insurance
• Private Medical Insurance for you, your spouse and dependent children

30 days of annual paid leave, plus public holiday & Flexible Working Arrangement

DB contributions to DIFC Employee Workplace Savings (DEWS)

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 Manager 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.

Responsible for execution of all investment trades and conduct portfolio reviews with assigned clients and relevant internal partners, highlighting and fill any gaps where required.

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 investment portfolio risks while maximizing financial returns in line with regulations.

Support Sub Region Head in strategy execution i.e expanding the Global South Asia footprint through offshore and onshore collaboration.

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

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.

10 or more years of relevant investment experience of which a minimum of 5 years in wealth management / private banking.

Proven experience in portfolio construction and asset allocation, with knowledge and understanding of private clients and U / HNWI client needs.

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 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.

• 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
• Willing and able to develop other staff, e.g., analysts
• CFA, MBA degree in Finance or other advanced degree a plus

• Flexible working to assist you balance your personal priorities
• 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
• Training and development to help you excel in your career