Private Bank
1 week ago
**Private Bank - Investment Manager - Assistant Vice President**:
**Job ID**:R0354777**Full/Part-Time**:Full-time**Regular/Temporary**:Regular**Listed**:2024-10-17**Location**:Singapore**Position Overview**:
Deutsche Bank’s Private Bank business is one of the largest wealth managers worldwide. We offer our clients a broad range of traditional and alternative investment solutions, as well as comprehensive advice on all aspects of Private Bank. As a trusted partner of wealthy individuals and entrepreneurs, family offices and foundations, we create lasting value for clients. We specialize in developing bespoke solutions for our clients around the world, for instance wealth planning across successive generations and international borders, asset management with individual risk management, loans and deposits. All this is possible thanks to our global network, our many years of experience and our close collaboration with the Corporate Bank, Investment Bank and DWS. We aim to become a highly competitive global wealth manager by combining financial strength and stability with trustworthy partnership and forward-thinking in order to build sustainable and beneficial client relationships. As a growth business for Deutsche Bank, we contribute towards building a more balanced, less capital intense and stable business model for the bank.
The Investment Manager is a primary point of contact for clients to access the entire suite of investment capabilities, insights and solutions offered by Deutsche Bank Private Bank. This is achieved by working in close partnership with the Relationship Manager in the day-to-day planning and servicing for the client. The individual leverages the insight and expertise of the Deutsche Bank Private Bank Chief Investment Office and the global and regional investment committees to provide advice around long-term thematic investment opportunities, short-term tactical trades and asset allocation. The Investment Manager employs a wide range of asset classes and capabilities, leveraging the knowledge from dedicate product specialists, to address clients’ needs holistically, including lending and financing, deposits, discretionary and advisory portfolio management solutions, capital markets, private markets, alternative investments and wealth planning. Investment Manager will have accountability for total investment AUM, revenue, asset retention and contribution towards business mix goals.
**What we will offer you**:
A healthy, engaged and well-supported workforce are better equipped to do their best work and, more importantly, enjoy their lives inside and outside the workplace. That’s why we are committed to providing an environment with your development and wellbeing at its center.
**You can expect**:
- Flexible benefits plan including virtual doctor consultation services
- Comprehensive leave benefits
- Gender Neutral Parental Leave
- Flexible working arrangements
- 25 days of annual paid leave, plus public holiday & Flexible Working Arrangement
**Your key responsibilities**:
- Act as the central point of contact for clients’ investment needs / advice and be responsible for increasing share of wallet from existing clients
- Partner up with the Relationship Manager to serve clients across a defined portfolio
- Serve as strategic advisor on client’s overall investment portfolio, and drive holistic portfolio construction and asset allocation activities, delivering the CIO view to clients and ensuring portfolios are built and overseen accordingly
- Assess clients’ overall risk appetite and keep client risk profiles up-to-date and regularly reviewed
- Own overall suitability and appropriateness of all investments for the client; ensure that all corresponding checks are performed
- Collaborate with the relationship manager on account behavior and flag relevant updates, and on input for KYC
- Collaborate closely with key internal partners, including discretionary portfolio managers and DB WM’s entire range of product specialists to deliver the firm’s best capabilities, solutions and investment thinking
- Proactively identify needs and corresponding opportunities to originate solutions across capital markets, discretionary mandates, advisory mandates and alternative investments
- Proactively seek to manage and control risks while maximizing financial returns in line with regulations
- Monitor clients’ asset allocation across investments and provide ideas for rebalancing across product spectrum based on CIO view
- Arrange and execute regular (quarterly, semi-annual, annual) investment and business reviews with assigned clients and relevant internal partners, highlighting and fill any gaps where required
- Support the Relationship Managers in their new client acquisition efforts through participation in client pitches and showcasing Deutsche Bank Private Bank capabilities
- Act within professional, legal and ethical boundaries and guidelines, observing all internal and external comp
-
Private Banking Relationship Manager
2 weeks ago
Singapore CATHAY UNITED BANK Full timeTo grow private banking/wealth management business that both leverage and expand on the extensive group branches and networks across the south east Asia and Greater China region. **Responsibilities** - Acquire new Ultra High Net Worth Individuals and solicit business opportunities through cross-selling, referral and personal business connections - Identify...
-
Relationship Manager, Private Banking
1 day ago
Singapore TALEIX PRIVATE LIMITED Full timeOur clients are renowned international banks with a rich heritage in private banking, serving a global high net worth clientele. With a legacy of excellence and dedication to superior service, they are esteemed leaders in wealth management.**Main Responsibilities** - Provide strong support to UHNW/HNW clients in executing banking and investment transactions,...
-
Private Bank Associate
2 weeks ago
Singapore Deutsche Bank Full timeAbout the RoleThis is an exciting opportunity to join our Private Bank team at Deutsche Bank as a KYC Specialist. In this role, you will play a critical part in ensuring that our customers' accounts are compliant with regulatory requirements.You will work closely with our Front Office team to ensure that they have the necessary guidance and support to...
-
Executive, Client Services
6 days ago
Singapore HL BANK Full time**About the job**: **_If you are looking to excel and make a difference, take a closer look at us The incumbent plays a critical role in building a strong relationship with our high net worth clients. _** **Summary** Support Private Banking Relationship Manager(s) in providing excellent client services and ensuring that all KYCs (Know Your Customers) and...
-
Singapore HL BANK Full time**About the job**: **_If you are looking to excel and make a difference, take a closer look at us The incumbent plays a critical role in building a strong relationship with our high net worth clients. _** **Summary** Support Private Banking Relationship Manager(s) in providing excellent client services and ensuring that all KYCs (Know Your Customers) and...
-
Ed, Relationship Manager, Private Banking
2 weeks ago
Singapore DBS Bank Full timeBusiness Function DBS’ Private Banking offers a one-stop, full-service touch-point for total banking requirements and provides the highest level of personalized banking. We have a team of dedicated, experienced investment advisors who identify opportunities in the various asset classes and employ the best strategies and product vehicles to cater to each...
-
Svp, Investment Counsellor, Private Banking
5 days ago
Singapore DBS Bank Full timeBusiness Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our...
-
Vp, Relationship Manager, Private Banking
3 days ago
Singapore DBS Bank Full timeBusiness Function DBS’ Private Banking offers a one-stop, full-service touch-point for total banking requirements and provides the highest level of personalised banking. We have a team of dedicated, experienced investment advisors who identify opportunities in the various asset classes and employ the best strategies and product vehicles to cater to each...
-
Svp, Investment Counsellor, Private Banking
5 days ago
Singapore DBS Bank Full timeBusiness Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our...
-
Singapore BANK OF CHINA LIMITED Full time5 years exp **Roles & Responsibilities** **_ Job Responsibilities_** 1. Review client/counterparties/service providers’ documentation/agreement to perform due diligence and risk assessment for on-boarding purpose. 2. Perform periodic KYC review of Private Banking clients and annual review of counterparties/service providers as part of ongoing...