Wealth Manager (m/f/x)

Social network you want to login/join with:

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 required regulatory framework, especially cross-border rules within Italy and Luxembourg, and stay updated on all client-impacting initiatives in the respective markets.
3. Proactively identify client lending and financing needs, involving lending specialists to develop opportunities through to completion.
4. Act as the Accountable Client Owner responsible for all Anti-Money Laundering aspects of the client relationship, including timely and high-quality Know Your Client procedures and monitoring account behavior.
5. Ensure overall suitability and appropriateness of client investments where clients are not assigned an Investment Manager; execute client orders when required, ensuring all checks are performed.

Skills

• Educated to Bachelor’s degree level or equivalent qualification/relevant work experience.
• Industry experience in client services or private banking within Private Client Wealth Management.
• Excellent interpersonal and communication skills, both written and verbal.
• Fluent in English and Italian.
• The successful candidate will be asked to present a recent criminal record.

Additional Support and Benefits

• Emotionally and mentally balanced: Support for maintaining good mental health through initiatives like training, counseling, and open discussions about mental health, with access to Mental Health First Aiders.
• Physically thriving: Support for managing physical health, including access to an in-house gym, standing desks, medical check-ups, and promoting healthier working practices.
• Socially connected: Emphasis on collaboration, inclusion, and connection through various benefits such as leave options, sports groups, and a hybrid working model.
• Financially secure: Assistance in meeting financial goals with pension plans, insurance, discounts, transportation reimbursement, lunch vouchers, company car options, and a Corporate Benefits platform.

We strive to create an environment where we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative, and working collaboratively.

Together, we share and celebrate our successes. Together, we are Deutsche Bank Group.

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