Associate Investment Manager - Analyst - Associate

Deutsche Bank; Los Angeles (CA); Hybrid; USD 78,000 - 139,000; Full time

Job summary

Deutsche Bank's Investment Sales Team is seeking an Investment Sales Support Analyst or Associate in Los Angeles. This role involves providing best-in-class client service, assisting with onboarding, and managing client inquiries, among others. Candidates should have relevant experience in banking or possess an MBA, with an understanding of financial products. Join a team that values diversity and supports career growth in a dynamic environment.

Benefits

Generous vacation and personal days

Hybrid working model

Educational resources and volunteer programs

Competitive compensation packages

Qualifications

• Relevant bank or broker/dealer experience.
• Expertise in onboarding and account opening processes.
• FINRA Series 7 and 66 licenses preferred.

Responsibilities

• Assist sales team with client servicing needs.
• Prepare sales materials and assist in acquiring new clients.
• Field client inquiries and support new leads.

Skills

Client servicing

Communication

Understanding financial products

Education

MBA or equivalent higher education degree

Job description

The Investment Sales Team within Wealth Management helps people and certain institutions worldwide to protect and grow their wealth, offering traditional and alternative investments across all major asset classes. We also provide customized wealth management solutions and private banking services to high-net-worth people and families.

When you join this growing team, Investment Sales Support Analyst or Associate, you will provide best-in-class service to our clients.

What We Offer You

• A diverse and inclusive environment that embraces change, innovation, and collaboration
• A hybrid working model, allowing for in-office / work from home flexibility, generous vacation, personal and volunteer days
• Employee Resource Groups support an inclusive workplace for everyone and promote community engagement
• Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits
• Educational resources, matching gift, and volunteer programs

What You’ll Do

• Assist sales team with client servicing needs and operational items
• Expertise in onboarding and account opening processes
• Prepare sales materials, presentations and assist in the acquisition of new clients
• Field client inquiries, research issues and support new leads, initiate transactions, and prepare customized reports or summaries as needed

Skills You’ll Need

• Relevant bank or broker/dealer experience or MBA/equivalent higher education degree
• Good understanding of various financial products and services, as well as internal and external regulatory requirements in carrying out day-to-day tasks and before they become significant
• Identifying and suggesting ways to improve the current client service processes
• FINRA Series 7 and 66 licenses preferred (or expected to clear within 90-120 days)

Skills That Will Help You Excel

• Excellent communication skills, both written and spoken

It is the Bank’s expectation that employees hired into this role will work in the New York City office in accordance with the Bank’s hybrid working model.

Deutsche Bank provides reasonable accommodations to candidates and employees with a substantiated need based on disability and/or religion.

The salary range for this position in New York City is $78,000 to $139,000. Actual salaries may be based on a number of factors including, but not limited to, a candidate’s skill set, experience, education, work location and other qualifications. Posted salary ranges do not include incentive compensation or any other type of renumeration.

We believe talent is found in all cultures, countries, races, ethnicities, genders, sexual orientations, disabilities, beliefs, generations, backgrounds, and experiences. We pursue a working environment where everyone can be authentic and feel a sense of belonging. Click here to find out more about our diversity and inclusion efforts.

We are an Equal Opportunity Employer - Veterans/Disabled and other protected categories.

Learn more about your life at DB through the eyes of our current employees:

The California Consumer Privacy Act outlines how companies can use personal information. If you are interested in receiving a copy of Deutsche Bank’s California Privacy Notice please email [e-mail] .

At Deutsche Bank, we recognize that our benefit programs have a profound impact on our colleagues. That’s why we are focused on providing benefits and perks that enable our colleagues to live authentically and be their whole selves, at every stage of life. We provide access to physical, emotional, and financial wellness benefits that allow our colleagues to stay financially secure and strike balance between work and home. Click here to learn more!

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We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively.

Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group.

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

The bank's network spans 58 countries with a large presence in Europe, the Americas and Asia.

Notice

Talentify is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.

Talentify provides reasonable accommodations to qualified applicants with disabilities, including disabled veterans. Request assistance at [e-mail] or 407-000-0000.

Federal law requires every new hire to complete Form I-9 and present proof of identity and U.S. work eligibility.

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