Wealth Manager (m/f/x)

Posted 3 Days Ago
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Luxembourg
Mid level
Fintech • Financial Services
The Role
The Wealth Manager will develop business with clients, provide investment advice, ensure compliance with regulations, and manage client relationships effectively.
Summary Generated by Built In

Job Description:

You will be the primary point of contact for clients to access the entire suite of wealth management capabilities and solutions offered by Deutsche Bank Wealth Management. You will work alongside a Senior Relationship Manager covering clients within the Private Capital Markets ecosystem, including Hedge Fund managers, Private Equity Partners and Founders of sponsor backed businesses.

Responsibilities

  • Developing new business with new and existing Italian clients based in Italy and abroad, spending time focused on bringing in new clients and new assets (prospecting), building and sustaining long-term relationships on the International Private Banking and all internal counterparties, like Private Capital Markets desks, Discretionary Portfolio Desk and Direct Advisory Desk.

  • Advising clients within the required regulatory framework (especially cross border rules within Italy and Luxembourg) and keeping abreast of all client-impacting initiatives from the respective market

  • Proactively identifying client lending/financing needs, involving lending specialists to further develop the opportunity to completion

  • Acting as the Accountable Client Owner with responsibility for all Anti-Money Laundering aspects of the client relationship; including Know Your Client in good quality and in a timely manner as well as account behaviour.

  • Owning the overall suitability and appropriateness for client investments where clients are not assigned an Investment Manager; taking client execution orders where required and ensuring that all corresponding checks are performed.

Skills

  • Educated to Bachelor’s degree level or equivalent qualification/ relevant work experience

  • Industry experience in client services/private banking role within Private Client Wealth Management

  • Excellent interpersonal and communication skills, both written and verbal

  • Fluent English and Italian speaker

The successful candidate will be asked to present a recent criminal record.

Well-being & Benefits

· Emotionally and mentally balanced: We support you in maintaining good mental health. Benefit from initiatives such as training events, counseling and support in difficult life situations and a culture where you can openly speak about mental health. Reach out to our Mental Health First Aiders.

· Physically thriving: We support you managing your physical health by taking appropriate preventive measures and providing a workplace that helps you thrive. We offer an in-house gym, standing desks, medical check-ups and promote healthier ways of working.

· Socially connected: We strongly believe in collaboration, inclusion and feeling connected to open up new perspectives and strengthen our self-confidence and well-being. Our local benefits vary from different types of leave, sports groups to engage with colleagues while keeping physically active and a hybrid working model.

· Financially secure: We support you to meet personal financial goals during your active career and for the future. Thus, we offer two pension contribution plans, a worldwide accident insurance, private insurance discounts, special conditions as a Deutsche Bank employee with several retail banks in Luxembourg, public transportation reimbursement, lunch voucher scheme, company car participation, as well as a Corporate Benefits platform

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.

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The Company
HQ: Frankfurt am Main
68,787 Employees
On-site Workplace

What We Do

At Deutsche Bank, we give original thinkers the space and support they need to shine. Merging local knowledge with global vision, in-depth insight with industry-leading digital expertise, if you’re an innovator by nature, we can help you to unleash your potential.

We see things differently at Deutsche Bank – and we’re proud of our fresh perspective. Today, we’re driving growth through our strong client franchise, investing heavily in digital technologies, prioritising long-term success over short term gains, and serving society with ambition and integrity.

Wherever your interests lie – in investment banking, trading, private wealth, asset management, retail banking - or many of the infrastructure functions that support them – you’ll discover resources, training and opportunities designed to keep you ahead of the curve.

Intelligence has no boundaries: we welcome high-achieving, talented individuals from any background.

If you’re full of imagination, enjoy solving problems and respond positively to complex challenges, discover a career to look forward to and join us!

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