Private Bank, IM, Associate, LATAM

Deutsche Bank; Kentucky; Hybrid; USD 90,000 - 110,000; Full time

Benefits offered by this job

Hybrid work model

Health and wellbeing benefits

Retirement savings plans

Parental leave

Job summary

Deutsche Bank in Miami, FL is seeking an Investment Manager, Latin America Private Bank, to collaborate with investment specialists and deliver tailored solutions for UHNW and family office clients. You will partner with Relationship Managers and Investment Management Heads to execute investment plans, while maintaining best-in-class service and compliance.

The role emphasizes Brazil-focused strategies, multi-asset portfolios, and strong client engagement in a hybrid work model based in Miami.

Qualifications

• Fluent in English, Spanish and Portuguese.
• Bachelor’s Degree required; CFA, MBA degree or other advanced degree encouraged.
• Preferred experience in sales and trading, portfolio construction and asset allocation, with an understanding of UHNW and family office investor dynamics.
• Experience managing and/or advising on multi-asset class portfolios for clients across traditional and alternative assets.
• Fluent in delivering a capital market outlook from both a strategist’s and a manager’s view and explaining suitability for investment objectives.

Responsibilities

• Develop Brazilian book of business and strategies to protect, grow, and diversify relationships with existing clients.
• Identify and manage interactions with an assigned group of existing clients from a submarket.
• Lead client calls and meetings to deliver market views and suitable solutions.
• Collaborate on research, due diligence, and preparation of client-ready material.
• Own the lifecycle of a client’s investment across discretionary or alternative solutions and public market transactions.
• Coordinate with Operations, Middle Office, Supervisory and Compliance to ensure compliant service delivery.

Skills

English fluency, Spanish andPortuguese

Communication skills

Self-motivated

Self-starter

Team collaboration

Fast-paced environment

Education

Bachelor’s Degree

CFA / MBA encouraged

Job description

Job Description:

Job Title Investment Manager, Latin America Private Bank

Corporate Title Associate

Location Miami, FL

Overview

As an Investment Manager (IM), Latin American within the Private Bank you will collaborate with fellow investment specialists to provide tailored and strategic solutions to the Bank’s UHNW and family office clients and prospects in line with their objectives and needs. You will partner with the Relationship Managers and work closely with the Investment Management Heads to deliver the bank’s investment platform. Primary focus will be on the generation, dissemination and implementation/execution of investment transactions. Given the advisory nature of the role, the IM will ensure that the advice provided is in ‘good faith’ and always in the best interests of the client, in adherence to all regulatory and compliance requirements.

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 benefit, retirement savings plans, parental leave, and family building benefits
• Educational resources, matching gift, and volunteer programs

What You’ll Do

• Emphasis in developing Brazilian book of business, alongside other submarkets and preparing strategies to protect, grow, and diversify the relationship with a defined group of existing clients
• Identifying and managing interactions with an assigned group of existing clients from a select submarket
• Arranging and leading client calls and meetings to deliver market views and suitable solutions to our clients
• Collaborating on research, due diligence, and preparation of client ready material
• Ownership and accountability for lifecycle of a client’s investment, whether in alternative or discretionary solutions, as well as publicly traded market transactions. Providing point of contact for any investment related issues requiring escalation
• Collaborating with Operations, Middle Office, Supervisory and Compliance to ensure best-in-class services delivered fall in line with internal and industry regulations

Skills You’ll Need

• Fluent in English, Spanish and Portuguese
• Bachelor’s Degree required; CFA, MBA degree or other advanced degree encouraged
• Preferred experience in sales and trading, portfolio construction and asset allocation, with an understanding of UHNW and family office investor dynamics
• Experience managing and/or advising on multi-asset class portfolios for clients across traditional and alternative assets
• Fluent in delivering a capital market outlook from both an investment strategist’s view (i.e., top down) and a manager’s view (i.e., bottom up) and articulating why solutions are appropriate for a given investment objective and market environment

Skills That Will Help You Excel

• Excellent communication skills, both written and spoken
• Self-motivated
• Self-starter
• Collaboration
• Working in a small team and a fast-paced environment

Expectations

It is the Bank’s expectation that employees hired into this role will work in the Miami, FL 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 Miami, FL is $90,000 to $110,000. 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 remuneration.

Deutsche Bank Benefits

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!

Learn more about your life at Deutsche Bank through the eyes of our current employees: https://careers.db.com/life

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].

#LI-HYBRID

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.

Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status or other characteristics protected by law. Click these links to view Deutsche Bank’s Equal Opportunity Policy Statement and the following notices: EEOC Know Your Rights; Employee Rights and Responsibilities under the Family and Medical Leave Act; and Employee Polygraph Protection Act.