UHNW Cross-Asset Investment Advisor for Family Office

Deutsche Bank; Greater London; On-site; GBP 75,000 - 95,000; Full time

Job summary

A leading international bank is seeking a Senior Market Investments Team Advisor in London. This role involves collaborating with Relationship Managers to provide specialized investment services to ultra-high-net-worth clients. The successful candidate will have a proven track record in managing investment portfolios and must be fluent in delivering economic insights across asset classes. This position offers competitive compensation and a comprehensive benefits package, while supporting a culture of continuous learning and professional development.

Benefits

Competitive salary

30 days holiday plus bank holidays

Life Assurance and Private Healthcare

Flexible benefits including Gym benefits

Two days volunteering leave per year

Volunteering leave per year

Qualifications

• Proven track record of managing and advising clients on investment portfolios across asset classes.
• Fluent in delivering an economic outlook from both an investment strategist's view and a manager's view.
• Good knowledge of Bloomberg and Microsoft office programs.

Responsibilities

• Partnering up with Relationship Managers to serve eligible clients with specialized services.
• Act as point of contact for eligible clients requiring access to sophisticated services.
• Achieving individual revenue targets and supporting prospecting efforts.

Skills

Managing investment portfolios

Delivering economic outlook

Knowledge of Bloomberg

Understanding of structured products

Working efficiently under pressure

Understanding regulatory concepts

Tools

Bloomberg

Microsoft Office

Job description

A leading international bank is seeking a Senior Market Investments Team Advisor in London. This role involves collaborating with Relationship Managers to provide specialized investment services to ultra-high-net-worth clients. The successful candidate will have a proven track record in managing investment portfolios and must be fluent in delivering economic insights across asset classes. This position offers competitive compensation and a comprehensive benefits package, while supporting a culture of continuous learning and professional development.