Director, Client Advisor, Switzerland

0877 Deutsche Bank (Suisse) SA; Zürich; Vor Ort; CHF 100’000 - 150’000; Vollzeit

Zusammenfassung

An established industry player is seeking a highly accomplished investment advisor to provide comprehensive counsel to clients regarding their investment portfolios. This role focuses on managing a portfolio across Europe with an emphasis on Israel, delivering a full range of private banking solutions. The ideal candidate will have extensive experience with UHNW individuals and a strong understanding of capital markets, regulatory frameworks, and client relationship management. Join a team that values collaboration, responsibility, and diversity, and make a significant impact in a dynamic financial environment.

Qualifikationen

• Over 10 years of professional experience in investment advisory.
• Strong knowledge across all asset classes and client types.

Aufgaben

• Act as the primary contact for investment-related matters.
• Monitor client portfolios and suggest rebalancing strategies.
• Build relationships with product and execution specialists.

Kenntnisse

Investment Management

Client Relationship Management

Capital Markets Knowledge

Regulatory Compliance (MiFID II, FINSA)

Fluency in Hebrew

Ausbildung

Higher Education Degree

Jobbeschreibung

Description

We are seeking a highly accomplished investment advisor to provide comprehensive counsel to clients regarding their investment portfolios and market activities. The primary focus for the senior UHNW Investment Advisor is to manage an existing client portfolio across Europe International, with a particular emphasis on Israel. The role involves delivering a full range of Deutsche Bank Private Bank solutions and prospecting new clients to support Relationship Managers.

The Investment Advisor serves as the main contact for clients' investment needs and discussions. Responsibilities include providing advice on various instruments and solutions, from Discretionary and Advisory portfolio management to best execution, Liquidity Management, Capital Markets, and Alternative Investments.

Your key responsibilities

1. Act as the primary contact for internal and external stakeholders on investment-related matters within the Deutsche Bank Wealth Management platform.
2. Identify client needs, develop solutions, and expand wallet share to meet both client and bank objectives.
3. Monitor client portfolios, suggest rebalancing strategies, and conduct investment reviews aligned with Deutsche Bank CIO views and asset allocation.
4. Assess clients’ risk appetite and ensure portfolios are suitable and compliant with regulations and Deutsche Bank policies.
5. Coordinate with Relationship Managers to develop investment proposals, pitch materials, and showcase Deutsche Bank's capabilities.
6. Collaborate with Market Heads and Investment Management Heads across regions.
7. Build relationships with product and execution specialists to optimize value and serve client interests effectively.

Your skills and experience

1. Extensive market experience with UHNW individuals, Family Offices, or quasi-institutional clients, with strong knowledge across all asset classes.
2. Ability to deliver capital markets outlooks and lead investment discussions in various settings.
3. Understanding of regulatory frameworks such as MiFID II and FINSA; CWMA certification is required (can be obtained within the first year).
4. Higher education degree with over 10 years of professional experience.
5. Excellent communication, presentation, interpersonal skills, and a strong work ethic with compliance expertise.
6. Deep understanding of the Israeli market and fluency in Hebrew are highly desirable; additional languages are a plus.

We foster an environment that empowers our team to excel daily, emphasizing responsibility, commercial thinking, initiative, and collaboration. We celebrate our collective successes and are committed to a diverse, fair, and inclusive workplace.