eFinancialCareers

• Company

  Deutsche Bank

• Location

  New York, NY, 10017

• Compensation

  competitive/ DOE

• Position Type

  Permanent

• Employment type

  Full time

• Updated

  17 Nov 2009

• eFC Ref no

  588082

This is made possible by our people: agile minds, able to see beyond the obvious and act effectively in an ever-changing global business landscape. As you’ll discover, our culture supports this. Diverse, international and shaped by a variety of different perspectives, we’re driven by a shared sense of purpose. At every level agile thinking is nurtured. And at every level agile minds are rewarded with competitive pay, support and opportunities to excel.

Private Wealth Management

With more than 88,000 client relationships and assets under management of Euro 171 billion, Deutsche Bank Private Wealth Management (PWM) is one of the world's leading players in the wealth management space. We advise our sophisticated client base in our core competencies of discretionary portfolio management and strategic asset allocation, across all asset classes, including alternative investments. In addition, we cover inheritance, tax and estate planning, art, philanthropic activities, family office solutions and serve financial intermediaries. More than 4,100 employees who operate from 113 offices across 31 countries around the world.

Portfolio Consultant- VP

Responsibilities Include:

• The Portfolio Consultant will be primarily responsible for developing and implementing investment plans for high net worth individuals and small institutions.

• They will work directly with the sales force to develop and market investment plans for the firm’s clients including analysis of current portfolios, proposed asset allocation and proposed implementation. 

• The consultant will also work closely with our CIO and investment solutions teams to understand the complete platform so as to identify best solutions for client needs. 

• They will participate in client and vendor meetings with some travel involved.

Skills Required:

• Strong quantitative and analytical skills

• Ability to communicate effectively both verbally and in writing to the sales force, clients and the different product groups internally and externally

• Knowledge of investment vehicles across various asset classes

• Ability to gather information qualitatively and quantitatively across a range of sources

• Ability to analyze and make recommendations with supporting documentation

• Service oriented with a minimum of 4 years industry experience

• Series 7 and Series 65 preferred with 3 month completion required as of hire date

• Advanced degree and/or CFA preferred

• Proficient in asset allocation software, excel, powerpoint, and other financial software.

Deutsche Bank is an Equal Opportunity/Affirmative Action (M/F/D/V) employer.*