Client-Facing Product & Solutions Specialist, VP

Position OverviewJob Title: Client-Facing Product & Solutions Specialist, VPLocation: Mumbai, India Role DescriptionManaging all the investment advisory mandates across IndiaAble to formulate various asset class views (Equity, Debt & Multi-asset) views based on the existing house view on these asset classes and providing advice on the same to clients.Periodic portfolio reviews / meetings with clients under advisory covering presentations, performance updates, investment research & market updates, day-to-day investment related information, investment ideas etc.What We’ll Offer YouAs part of our flexible scheme, here are just some of the benefits that you’ll enjoyBest in class leave policyGender neutral parental leaves100% reimbursement under childcare assistance benefit (gender neutral)Sponsorship for Industry relevant certifications and educationEmployee Assistance Program for you and your family membersComprehensive Hospitalization Insurance for you and your dependentsAccident and Term life InsuranceComplementary Health screening for 35 yrs. and aboveYour Key ResponsibilitiesLead all product enhancements to improve overall product offering on an ongoing basisTo make a monthly newsletter entailing house view/s on all asset classes.Analyse market trends & product(s) performance, collate research reports, update the team / clients on day-to-day investment related information, investment ideas, new product updates etc.Provide updates and recommendations on investment portfoliosLook to increase share of wallet from existing clients and new advisory business mandates from prospects.Manage ad hoc clients’ investment enquiriesEnsure adherence to Client & Products Suitability policy, regulatory standards and requirements as well as all operating processes relating to front office Your Skills And ExperienceSenior resource with at least 15+ years of experience in investment advisory and WM client portfolio management. Excellent presentation and communication skills in English is a mustBachelor or above Degree holder, preferably in Finance, Economics, or related discipline. CFA or CA or MBA Finance from premier institutes preferredRelevant local licenses and qualifications mandatoryGood understanding of private clients and U/HNW clients’ needs. Superior analytical skills as well as being detail-oriented on both strategy and execution. Self-motivated and passionate about Private Banking business in IndiaProfessional Integrity with excellent client-facing advisory & sales skills with proven track-recordShould have working knowledge about order execution and management. The candidate should be a seasoned professional having a related experience gained with preferably another asset / investment management company or a wealth management firm Proficiency in Bloomberg, Reuters, Excel, PowerPoint, and other research / data compilation tools Knowledge of relevant regulations pertaining to IA mandates businessLeadership abilities High degree integrity with strong work ethic Ability to effectively manage multiple mandates of clients Demonstrate ability to work with a structured approach towards client’s portfolio management Ability to maintain a cool head during volatile markets to manage the trade execution and to manage client’s temperament good client relationship management skills Good interpersonal and communication skillsHow We’ll Support YouTraining and development to help you excel in your careerCoaching and support from experts in your teamA culture of continuous learning to aid progressionA range of flexible benefits that you can tailor to suit your needsAbout Us And Our TeamsPlease visit our company website for further information:https://www.db.com/company/company.htmlWe 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.