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$90k–$130k/yr
Full-time
bachelor degree, postgraduate degree
Health and wellbeing benefit, Retirement savings plans, Parental leave, Family building benefits, Educational resources, Matching gift program
Posted 25d ago
~40 hrs/week
Responsibilities
The Investment Manager will collaborate with investment specialists to provide strategic solutions to UHNW and family office clients, focusing on the generation and execution of investment transactions. They are responsible for managing a book of business, particularly in the Brazilian market, while ensuring all advice adheres to regulatory and compliance standards.
Requirements
Candidates must be fluent in English, Spanish, and Portuguese and hold at least a Bachelor's degree. Preferred qualifications include experience in multi-asset class portfolio management and an understanding of UHNW investor dynamics.
Full job description
Job Description:
Job Title Investment Manager, Latin America Private Bank
Corporate Title Associate - AVP
Location Miami, FL
Overview
As an Investment Manager (IM), Latin American within the Private Bank you will collaborate with fellow investment specialists to provide tailored and strategic solutions to the Bank’s UHNW and family office clients and prospects in line with their objectives and needs. You will partner with the Relationship Managers and work closely with the Investment Management Heads to deliver the bank’s investment platform. Primary focus will be on the generation, dissemination and implementation/execution of investment transactions. Given the advisory nature of the role, the IM will ensure that the advice provided is in ‘good faith’ and always in the best interests of the client, in adherence to all regulatory and compliance requirements.
What We Offer You
A diverse and inclusive environment that embraces change, innovation, and collaboration
A hybrid working model, allowing for in-office / work from home flexibility, generous vacation, personal and volunteer days
Employee Resource Groups support an inclusive workplace for everyone and promote community engagement
Competitive compensation packages including health and wellbeing benefit, retirement savings plans, parental leave, and family building benefits
Educational resources, matching gift, and volunteer programs
What You’ll Do
Emphasis in developing Brazilian book of business, alongside other submarkets and preparing strategies to protect, grow, and diversify the relationship with a defined group of existing clients
Identifying and managing interactions with an assigned group of existing clients from a select submarket
Arranging and leading client calls and meetings to deliver market views and suitable solutions to our clients
Collaborating on research, due diligence, and preparation of client ready material
Ownership and accountability for lifecycle of a client’s investment, whether in alternative or discretionary solutions, as well as publicly traded market transactions. Providing point of contact for any investment related issues requiring escalation
Collaborating with Operations, Middle Office, Supervisory and Compliance to ensure best-in-class services delivered fall in line with internal and industry regulations
Skills You’ll Need.
Fluent in English, Spanish and Portuguese
Bachelor’s Degree required; CFA, MBA degree or other advanced degree encouraged
Preferred experience in sales and trading, portfolio construction and asset allocation, with an understanding of UHNW and family office investor dynamics
Experience managing and/or advising on multi-asset class portfolios for clients across traditional and alternative assets
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) and articulating why solutions are appropriate for a given investment objective and market environment
Skills That Will Help You Excel
Excellent communication skills, both written and spoken
Self-motivated
Self-starter
Collaboration
Working in a small team and a fast-paced environment
Expectations
It is the Bank’s expectation that employees hired into this role will work in the Miami, FL office in accordance with the Bank’s hybrid working model.
Deutsche Bank provides reasonable accommodations to candidates and employees with a substantiated need based on disability and/or religion.
The salary range for this position in Miami, FL is $90,000 to $130,000. Actual salaries may be based on a number of factors including, but not limited to, a candidate’s skill set, experience, education, work location and other qualifications. Posted salary ranges do not include incentive compensation or any other type of remuneration.
Deutsche Bank Benefits
At Deutsche Bank, we recognize that our benefit programs have a profound impact on our colleagues. That’s why we are focused on providing benefits and perks that enable our colleagues to live authentically and be their whole selves, at every stage of life. We provide access to physical, emotional, and financial wellness benefits that allow our colleagues to stay financially secure and strike balance between work and home. Click here to learn more!
Learn more about your life at Deutsche Bank through the eyes of our current employees: https://careers.db.com/life
The California Consumer Privacy Act outlines how companies can use personal information. If you are interested in receiving a copy of Deutsche Bank’s California Privacy Notice, please email HR.Direct@DB.com.
#LI-HYBRID
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.
We are your first point of contact in all financial matters - at home and abroad. Your Global Hausbank.
Industry
Financial Services
Company size
10,001+ employees
Founded
1870
Headquarters
Frankfurt am Main, Hessen
LinkedIn followers
3,502,891
Total funding
$331M
Deutsche Bank is the leading German bank with strong European roots and a global network. The bank focuses on its strengths in a Corporate Bank newly created in 2019, a leading Private Bank, a focused investment bank and in asset management.
We provide financial services to companies, governments, institutional investors, small and medium-sized businesses and private individuals.
Deutsche Bank was founded in 1870 to accompany German businesses into the world, and has worked across borders ever since.
Useful links:
Jobs https://www.db.com/careers.
Netiquette at https://www.db.com/netiquette.
Data protection policy https://www.db.com/DataProtection.
Imprint https://www.db.com/imprint.
Offices: Taunusanlage 12, Frankfurt am Main, Hessen 60325, DE · One Raffles Quay, 13-00 South Tower, Singapore, 048583, SG · 1 Columbus Circle, Deutsche Bank Center, New York, 10019, US · 1 Appold Street, Broadgate, London, EC2A 2HE, GB · Paseo de la Castellana, 18, Madrid, 28046, ES
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