Investment Manager

Vodafone; London; Hybrid; GBP 60,000 - 90,000; Full time

Job summary

A leading company is seeking an Investment Manager to be the primary contact for clients regarding their investment needs. The successful candidate will oversee portfolio management, deliver tailored investment solutions, and collaborate with various teams to ensure compliance with regulations. This role offers a competitive salary, a hybrid working model, and opportunities for professional development in a diverse and inclusive environment.

Benefits

Competitive salary and non-contributory pension

30 days' holiday plus bank holidays

Life Assurance and Private Healthcare

Flexible benefits including Retail Discounts

Opportunity to support CSR programme

Qualifications

• Strong investment knowledge across asset classes.
• Understanding of regulatory frameworks like MiFID II.
• Working towards or completed RDR Level 4 qualification.

Responsibilities

• Act as primary contact for investment solutions.
• Monitor clients' portfolios and provide rebalance ideas.
• Collaborate with relationship managers and drive investment pitches.

Skills

Investment knowledge

Communication skills

Presentation skills

Interpersonal skills

Education

RDR Level 4 qualification

Job description

Job Description:

Job Title Investment Manager

Location London

Corporate Title Analyst

The Investment Manager (IM) acts as the clients' primary contact for all investment needs and discussions. Your role will be client facing and you will be responsible for helping to deliver the entire suite of Deutsche Bank Wealth Management solutions, from Discretionary and Advisory portfolio management, to Lending, Deposits, Capital Markets, Alternative Investments, and Wealth Planning. Leveraging the expertise of the Chief Investment Office (CIO) and Deutsche Bank product specialists, you will provide investment strategy insights, discuss market updates, create bespoke investment solutions, and deliver portfolio reviews.

What we'll offer you

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 centre.

Hybrid Working

We understand that employee expectations and preferences are changing. We have implemented a Hybrid Working Model that enables eligible employees to work remotely for a part of their working time and reach a working pattern

You can expect:

• Competitive salary and non-contributory pension
• 30 days' holiday plus bank holidays, with the option to purchase additional days
• Life Assurance and Private Healthcare for you and your family
• A range of flexible benefits including Retail Discounts, a Bike4Work scheme and Gym benefits
• The opportunity to support a wide ranging CSR programme + 2 days' volunteering leave per year

Your key responsibilities

• Primary or secondary contact point, internally/externally, for investment-related discussions covering the full breadth of Deutsche Bank Wealth Management solutions
• Identify clients' needs, originate solutions, and increase wallet share to drive commercial objectives
• Monitor clients' portfolios, provide rebalancing ideas, execute investment reviews, ensuring investments are constantly aligned with Deutsche Bank CIO's views and asset allocation
• Assess clients' risk appetite, own suitability/appropriateness, and ensure portfolios are built and overseen accordingly
• Ensure/document that investments/trades are fully aligned, applicable, and compliant with regulatory requirements and Deutsche Bank policies
• Collaborate with Relationship Managers in their prospecting efforts through developing investment proposals and pitch collateral, driving investment pitches, and showcasing full suite of Deutsche Bank Wealth Management capabilities

Your skills and experience

• Strong investment knowledge across all asset classes and a keen interest and awareness of global markets.
• Confident in delivering a capital markets outlook and leading investment discussions in one-on-one meetings and small groups, both from an investment strategist's view, and a manager's view
• Understanding of the regulatory framework Retail Distribution Review (RDR), Markets in Financial Instruments Directive (MiFID II) and the United Kingdom (UK) tax treatment of financial assets, with awareness of UK Resident non-Domiciled (RND) tax rules/remittance basis planning
• Working towards or completion of RDR Level 4 qualification (Level 6 preferred)
• Enthusiastic team player, excellent communication, presentation, and interpersonal skills

How we'll support you

• Training and development to help you excel in your career
• 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

About us and our teams

Deutsche Bank is the leading German bank with strong European roots and a global network. Click here to see who we are and more.

Deutsche Bank in the UK is proud to have been named a Times Top 50 Employer for Gender Equality

for three consecutive years. Additionally, we have been awarded a Silver Award from Stonewall for two years running and named in their Top 100 Employers for 2023 for our work supporting LGBTQ+ inclusion.

Our values define the working environment we strive to create - diverse, supportive and welcoming of different views. We embrace a culture reflecting a variety of perspectives, insights and backgrounds to drive innovation. We build talented and diverse teams to drive business results and encourage our people to develop to their full potential. Talk to us about flexible work arrangements and other initiatives we offer.

We promote good working relationships and encourage high standards of conduct and work performance. We welcome applications from talented people from all cultures, countries, races, genders, sexual orientations, disabilities, beliefs and generations and are committed to providing a working environment free from harassment, discrimination and retaliation.

Visit Inside Deutsche Bank to discover more about the culture of Deutsche Bank including Diversity, Equity & Inclusion, Leadership, Learning, Future of Work and more besides.