Investment Manager with Turkish language (m|f|x) Zürich

For over 150 years, our dedication to being the Global Hausbank for our clients has been driven by our people – in around 60 countries and across more than 150 nationalities.

Their deep understanding, insights, expertise, and passion help our clients navigate an increasingly complex world – be it in our Corporate Bank, our Private Bank, our Investment Bank or our Asset Management division.

Together we can make a great impact for our clients home and abroad, securing their lasting success and financial security.

The Investment Manager provides tailored strategic, innovative advice/solutions to the Bank’s clients/prospective clients based on their expertise and deep knowledge of the relevant market, sector, products, regulation and knowledge of the Bank’s products and services. These solutions deliver superior investment opportunities to the clients in line with the client’s objectives and personal needs. The Investment Manager manage/develop client relationships WM of high-net-worth individuals (HNW). They may assist and oversee the implementation/execution of the transaction to ensure that clients’ needs are addressed. They will partner with the Sales/Coverage and Origination teams, arrange and lead client meetings to provide holistic solutions to the Bank’s clients and help grow the Bank’s client base. They will participate in the review of due diligence analysis, reports and internal desk reports working closely with the Relationship Managers. Given the advisory nature of the roles, the Investment Manager 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.

Aufgaben

• Primary contact, internally/externally, for investment-related discussions covering the full breadth of Deutsche Bank Wealth Management solutions.
• Identify clients’ needs, originate solutions, and increase wallet share to drive commercial objectives.
• Monitor clients’ portfolios, provide rebalancing ideas, execute investment reviews, ensuring investments are constantly aligned with Deutsche Bank Chief Information Officer’s (CIO) views and asset allocation.
• Assess clients’ risk appetite, own suitability/appropriateness, ensure portfolios are built and overseen accordingly.
• Ensure/document that investments/trades are fully aligned, applicable, and compliant with regulatory requirements and Deutsche Bank policies.
• Collaborate with Relationship Managers in their prospecting efforts through developing investment proposals and pitch collateral, driving investment pitches, and showcasing full suite of Deutsche Bank Wealth Management capabilities.

Profil / Ihre Qualifikation / Ihre Persönlichkeit:

• Experience in managing clients investment needs for the Turkish market.
• Accomplished investment specialist, with significant relevant market experience covering high-net-worth individuals (HNW) / Family Offices, and strong investment knowledge across all asset classes (liquid and illiquid).
• Fluent in delivering a capital markets outlook and experience leading investment discussions in one-on-one meetings and small groups from an investment strategist’s view.
• Understanding of the regulatory framework in Financial Instruments Directive (MiFID II and FINSA). CWMA, Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA) as a professional certification appreciated.
• Enthusiastic team player, excellent communication, presentation, and interpersonal skills. Strong ethical standards and compliance expertise.
• Deep understanding of the Turkish market and fluent in Turkish, English, German is a plus

Das erwartet Sie

• Emotionally and mentally balanced We support you in dealing with life crises, maintaining stability through illness, and maintaining good mental health.
• Physically thriving We support you managing your physical health by taking appropriate preventive measures and providing a workplace that helps you thrive.
• Socially connected We strongly believe in collaboration, inclusion and feeling connected to open up new perspectives and strengthen our self confidence and well being.
• Financially secure We support you to meet personal financial goals during your active career and for the future.

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Hardstrasse 201, CH-8021 Zürich