Investment Advisory / Derivatives Sales & Trading (m/f/x)

TN Germany; Duppach; Vor Ort; EUR 50.000 - 90.000; Vollzeit

Zusammenfassung

An established industry player seeks a dedicated professional to manage client relationships and drive business growth in the Private Capital Markets. This role involves working closely with clients, providing tailored advice, and ensuring compliance with regulatory standards. The ideal candidate will possess a strong background in client services and private banking, along with excellent communication skills in English and Italian. Join a dynamic team that values collaboration and personal development, while offering a range of benefits designed to support your well-being and professional growth.

Leistungen

In-house Gym

Mental Health Support

Flexible Working Arrangements

Pension Plans

Insurance Benefits

Transportation Reimbursement

Lunch Vouchers

Company Car Options

Qualifikationen

• Bachelor's degree or equivalent qualification/experience required.
• Experience in client services or private banking within Private Client Wealth Management.

Aufgaben

• Develop new business with Italian clients, focusing on long-term relationships.
• Advise clients within regulatory frameworks, especially cross-border rules.

Kenntnisse

Client Services Experience

Private Banking Knowledge

Investment Experience

Interpersonal Communication

Fluency in English

Fluency in Italian

Ausbildung

Bachelor’s Degree

Jobbeschreibung

Social network you want to login/join with:

col-narrow-left

Client:

Location:

Duppach, Germany

Job Category:

-

EU work permit required:

Yes

col-narrow-right

Job Reference:

1cb762916679

Job Views:

2

Posted:

28.04.2025

Expiry Date:

12.06.2025

col-wide

Job Description:

Description

You will be the primary point of contact for clients to access the entire suite of wealth management capabilities and solutions offered by Deutsche Bank Wealth Management. You will work alongside a Senior Relationship Manager, covering clients within the Private Capital Markets ecosystem, including Hedge Fund managers, Private Equity Partners, and Founders of sponsor-backed businesses.

Responsibilities

1. Develop new business with both new and existing Italian clients based in Italy and abroad, focusing on prospecting, building, and maintaining long-term relationships with clients and internal teams such as Private Capital Markets desks, Discretionary Portfolio Desk, and Direct Advisory Desk.

2. Advise clients within the regulatory framework, especially cross-border rules within Italy and Luxembourg, and stay updated on all market-impacting initiatives.

3. Identify client lending and financing needs proactively, involving lending specialists to develop opportunities to completion.

4. Act as the Accountable Client Owner, responsible for Anti-Money Laundering aspects, including KYC and account behavior monitoring.

5. Oversee the suitability and appropriateness of client investments, handle execution orders, and perform all necessary checks.

6. Collaborate closely with Relationship Managers and Investment Managers in prospecting and managing client portfolios.

7. Contribute to a team responsible for significant revenue impact in the region.

Skills

1. Bachelor’s degree or equivalent qualification/experience.

2. Experience in client services or private banking within Private Client Wealth Management.

3. Up to 5 years of relevant investment experience.

4. Experience in taking client orders and booking trades.

5. Extensive Capital Markets knowledge, including derivatives (Fixed Income, Equity, Listed Derivatives, Foreign Exchange).

6. Excellent interpersonal and communication skills, both written and verbal.

7. Fluent in English and Italian.

Personal Competencies

1. Strong team player, able to work under pressure and prioritize tasks.

2. Works efficiently and accurately under pressure.

3. Positive, outgoing, and open-minded.

4. Genuine interest in financial markets and continual learning.

5. Strong communication skills.

The successful candidate will be asked to present a recent criminal record.

Well-being & Benefits

· Emotionally and mentally balanced: Support for mental health, including training, counseling, and mental health first aid.

· Physically thriving: In-house gym, standing desks, medical check-ups, and health promotion.

· Socially connected: Emphasis on collaboration, inclusion, and community activities, with flexible working arrangements.

· Financially secure: Pension plans, insurance, discounts, transportation reimbursement, lunch vouchers, company car options, and a benefits platform.

We aim to empower our employees to excel daily through responsible actions, commercial thinking, initiative, and collaboration.

We celebrate our successes together as Deutsche Bank Group.

We welcome applications from all backgrounds and promote a fair, inclusive work environment.