Client Advisory Enabler

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 clients/prospective clients, delivering investment opportunities to the clients in line with their objectives and personal needs. You will partner with the Relationship Managers and work closely with the Investment Management Heads to deliver the bank’s investment platform. You will focus on the implementation/execution of investment transactions. Given the advisory nature of the roles, the IM will ensure that the advice provided is in ‘good faith’ and always in the best interests of the client and 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 benefits, retirement savings plans, parental leave, and family building benefits

• Educational resources, matching gift and volunteer programs

What You’ll Do

• 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 (eg Brazil, Mexico or Andean)
• 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.

• Solid network of clients in the target coverage market is required (EMEA)
• Bachelor’s Degree required; CFA, MBA degree or other advanced degree a plus
• Proven experience in portfolio construction and asset allocation, with knowledge and understanding of private clients and ultra-high/high-net-worth individual client needs
• 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) with the purpose of articulating why suggested allocations and 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

Expectations

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

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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.

We are an Equal Opportunity Employer - Veterans/Disabled and other protected categories. Click these links to view the following notices: EEOC Know Your Rights; Employee Rights and Responsibilities under the Family and Medical Leave Act; Employee Polygraph Protection Act and Pay Transparency Nondiscrimination Provision.