Investment Manager with Turkish language (F / M / X)

0877 Deutsche Bank (Suisse) SA; Zürich; Vor Ort; CHF 120’000 - 180’000; Vollzeit

Zusammenfassung

A leading financial service provider is seeking an Investment Manager to manage high-net-worth clients in Switzerland. This role involves providing tailored financial advice, collaborating with internal teams, and ensuring compliance with regulatory standards. Ideal candidates will have strong market experience, particularly in the Turkish market, and must be fluent in Turkish. Strong ethical standards and excellent communication skills are essential to excel in this position.

Leistungen

Support in managing life crises

Preventive health measures

Emphasis on collaboration and inclusion

Assistance in meeting personal financial goals

Qualifikationen

• Significant market experience covering HNW individuals and Family Offices.
• Ability to lead investment discussions in various settings.
• Deep understanding of the Turkish market; fluency in Turkish, English and German as a plus.

Aufgaben

• Serve as the primary contact for investment-related discussions.
• Identify clients’ needs and originate solutions.
• Monitor clients’ portfolios and ensure compliance with regulations.

Kenntnisse

Experience managing investment needs for the Turkish market

Strong knowledge across all asset classes

Excellent communication skills

Understanding of regulatory framework (MiFID II, FINSA)

Fluency in Turkish

Presentation skills

Ausbildung

Professional certifications like CWMA, CFA, or CAIA

Jobbeschreibung

For over 150 years, our dedication to being the best partner 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 – whether in our Corporate Bank, Private Bank, Investment Bank, or Asset Management division.

Together, we can make a great impact for our clients at home and abroad, securing their lasting success and financial security.

The Investment Manager provides tailored strategic, innovative advice and solutions to the Bank’s clients and prospective clients based on their expertise and deep knowledge of the relevant market, sector, products, regulation, and the Bank’s offerings. These solutions deliver superior investment opportunities aligned with the client’s objectives and personal needs. The Investment Manager manages and develops relationships with high-net-worth individuals (HNW) within Wealth Management. They may assist and oversee the implementation and execution of transactions to ensure clients’ needs are met. They will partner with the Sales and Coverage teams, arrange and lead client meetings to provide holistic solutions, and help grow the Bank’s client base. They will participate in the review of due diligence analysis, reports, and internal desk reports, working closely with Relationship Managers. Given the advisory nature of the role, the Investment Manager will ensure that advice is provided in good faith, always in the best interests of the client, and in compliance with all regulatory and internal policies.

Responsibilities

• Serve as the primary contact, internally and externally, for investment-related discussions covering Deutsche Bank Wealth Management solutions.
• Identify clients’ needs, originate solutions, and increase wallet share to meet commercial objectives.
• Monitor clients’ portfolios, provide rebalancing ideas, and execute investment reviews, ensuring investments align with Deutsche Bank’s CIO views and asset allocation.
• Assess clients’ risk appetite, ensure suitability and appropriateness, and oversee portfolios accordingly.
• Ensure all investments and trades are compliant with regulatory requirements and Deutsche Bank policies.
• Collaborate with Relationship Managers to develop investment proposals and pitch collateral, driving investment pitches and showcasing Deutsche Bank Wealth Management capabilities.

Skills

• Experience managing investment needs for the Turkish market.
• Significant market experience covering HNW individuals and Family Offices, with strong knowledge across all asset classes.
• Ability to deliver capital markets outlooks and lead investment discussions in one-on-one and small group settings.
• Understanding of the regulatory framework, including MiFID II and FINSA. Professional certifications like CWMA, CFA, or CAIA are appreciated.
• Excellent communication, presentation, interpersonal skills, and strong ethical standards.
• Deep understanding of the Turkish market; fluency in Turkish, with English and German as a plus.

Well-being and Cultural Values

• Emotionally and mentally balanced: Support in managing life crises, health, and mental well-being.
• Physically thriving: Support for physical health through preventive measures and a supportive workplace.
• Socially connected: Emphasis on collaboration, inclusion, and connection to foster diverse perspectives and confidence.
• Financially secure: Assistance in meeting personal financial goals during and after your career.

Our cultural aspiration is to be ‘empowered to excel together every day’. We uphold the highest standards of integrity, accountability, continuous learning, and open communication to foster innovation and teamwork across our global, diverse teams.