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Director, Client-Facing Product & Solutions Manager, Swiss

Deutsche Bank

Deutsche Bank

Zürich, Switzerland
Posted on Saturday, May 25, 2024

Job Description:

Role Description

Deutsche Bank intends to hire a highly accomplished Investment Sales Specialist to focus on cross-asset investment coverage of sophisticated UHNW clients and Family offices. The Sales Specialist will work closely with Relationship Managers and Investment Managers to provide UHNW/FO clients with a sophisticated service around capital markets, derivatives and structured solutions, including seamless execution.

This individual will bring a distinguished track record in trading and advising on tailored transactions with professional clients and will have deep knowledge of investment related platform capabilities in the wealth management industry. The ideal candidate will understand capital markets across asset classes and be able to navigate the product landscape together with other stakeholders.

Key Responsibilities

  • Partnering up with IMs and RMs to serve eligible clients with a specialised service suitable to their specific needs; this entails direct client contact with advice and execution services

  • Act as point of contact for eligible clients’ that require access to a sophisticated Family Office trading service on OTC derivatives, Equities, FX, Credit and Rates

  • Providing comprehensive client service regarding Capital Markets activity (market information, accounting etc.)

  • Owning all OTC and derivative related tasks of a client including credit risk calculations, position and collateral monitoring, oversight of bookings etc.

  • Achieving capital markets revenue targets

  • Collaborate closely with key internal partners, including Legal, Compliance, Risk and the Investment Bank

  • Understand and assess all business and transaction related risks, including market-risks, credit-risks, operational-risks, and reputational-risks.

Required Profile

  • Proven experience in OTC and other derivatives with strong technical knowledge and understanding of Capital Markets

  • 7 or more years of relevant investment experience

  • 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 a view of generating alpha via a sophisticated approach to trading

  • Good knowledge of Bloomberg and Microsoft office programs

  • CFA, MBA degree or other advanced degree a plus

  • Detailed technical derivate knowledge

  • Strong team player - willing and able to work under pressure, being able to prioritize tasks

  • Works fast with utmost precision even under pressure - error-free and under own initiative

  • Positive, outgoing and open-minded personality

  • Foundational understanding of and respect for applicable legal and regulatory concepts, incl. cross-border frameworks and requisite local requirements

  • Strong interest in financial markets, continually learning and staying ahead of new developments

  • Strong communication skills (verbally and in written) in English. Other languages are beneficial

  • Experienced with various electronic trading platforms

  • Extensive experience with working with Legal, Compliance and Regulatory requirements associated with the role

  • Ability to understand client needs and tailor the trade idea generation service accordingly

  • Ability to introduce existing client relationships considered a plus

Our values define the working environment we strive to create – diverse, supportive and welcoming of different views. We embrace a culture reflecting a variety of perspectives, insights and backgrounds to drive innovation. We build talented and diverse teams to drive business results and encourage our people to develop to their full potential. Talk to us about flexible work arrangements and other initiatives we offer.

We promote good working relationships and encourage high standards of conduct and work performance. We welcome applications from talented people from all cultures, countries, races, genders, sexual orientations, disabilities, beliefs and generations and are committed to providing a working environment free from harassment, discrimination and retaliation.

Visit Inside Deutsche Bank to discover more about the culture of Deutsche Bank including Diversity, Equity & Inclusion, Leadership, Learning, Future of Work and more besides.