Investment Sales Specialist - Direct Access Client team

NCAA (National Collegiate Athletic Association); London; Hybrid; GBP 60,000 - 100,000; Full time

Job summary

An established industry player is seeking an Investment Sales Specialist to join their Direct Access Client team. This role involves providing sophisticated investment solutions to Ultra High Net Worth clients and Family Offices. You will collaborate closely with Relationship and Investment Managers to deliver tailored services, ensuring clients receive expert advice on capital markets and derivatives. The company promotes a hybrid working model, offering a supportive environment focused on employee development and well-being. Join a team that values diversity and fosters a culture of continuous learning, making a significant impact in the financial sector.

Benefits

Hybrid Working Model

Competitive Salary

30 Days Holiday

Life Assurance

Private Healthcare

Flexible Benefits

Volunteering Leave

Qualifications

• Proven experience in OTC derivatives and capital markets.
• Ability to tailor services to client needs and generate trade ideas.

Responsibilities

• Partner with IMs and RMs to provide specialized client services.
• Act as a point of contact for OTC derivatives and foreign exchange.

Skills

OTC Derivatives

Capital Markets Knowledge

Client Relationship Management

Investment Strategy

Technical Investment Discussions

Education

Degree in Finance or related field

Job description

Job Description:

Job Title: Investment Sales Specialist - Direct Access Client team

Location: London

Corporate Title: Vice President

As an Investment Sales Specialist, you will be on cross-asset investment coverage of sophisticated Ultra High Net Worth (UHNW) clients and Family offices. You will be joining the Direct Access Client team (DAC) which is part of the Investment Management world, the team focuses on large and active trading clients. It provides clients with a sophisticated service around capital markets, derivatives, and structured solutions.

You will work closely with Relationship Managers (RM) and Investment Managers (IM) to provide UHNW/Family Office clients with a sophisticated service around capital markets, derivatives, and structured solutions.

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.

You can expect:

1. 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 that works for them.
2. Competitive salary and non-contributory pension.
3. 30 days' holiday plus bank holidays, with the option to purchase additional days.
4. Life Assurance and Private Healthcare for you and your family.
5. A range of flexible benefits including Retail Discounts, a Bike4Work scheme and Gym benefits.
6. The opportunity to support a wide-ranging CSR programme + 2 days' volunteering leave per year.

Your key responsibilities:

1. Partner up with IMs and RMs to serve eligible clients with a specialised service suitable to their specific needs; this entails direct client contact with advice and execution services.
2. Act as point of contact for eligible clients that require access to a sophisticated Family Office trading service on Over The Counter (OTC) derivatives, Foreign Exchange and Rates.
3. Provide comprehensive client service regarding Capital Markets activity (market information, accounting etcetera).
4. Owning all OTC and derivative related tasks of a client including credit risk calculations, position and collateral monitoring, oversight of bookings etcetera.
5. Collaborate closely with key internal partners, including Legal, Compliance, Risk and the Investment Bank/Fixed Income and Currencies.

Your skills and experience:

1. Proven experience in OTC and other derivatives with strong technical knowledge and understanding of Capital Markets.
2. Ability to understand client needs and tailor the trade idea generation service accordingly.
3. Fluent in delivering a capital market outlook from both an investment strategist's view (top down) and a manager's view (bottom up) with a view of generating alpha via a sophisticated approach to trading.
4. Experienced and comfortable in leading technical investment discussions in one-on-one meetings and small groups.
5. Evidence of past success in developing relationships with active UHNW clients, ability to introduce existing client relationships is a plus.
6. Background in financial markets with relevant investment experience.

How we'll support you:

1. Flexible working to assist you balance your personal priorities.
2. Coaching and support from experts in your team.
3. A culture of continuous learning to aid progression.
4. A range of flexible benefits that you can tailor to suit your needs.
5. We value diversity and as an equal opportunities employer, we make reasonable adjustments for those with a disability such as the provision of assistive equipment if required (for example, screen readers, assistive hearing devices, adapted keyboards).

About us:

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

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.