Investment Advisor LATAM, Geneva

• Be the centre of competence on financial markets
• Deliver the bank view and asset allocation to clients and Client Advisor
• Deliver DB investment solutions to clients and CAs (DPM, WAM, Funds, etc..), including investment proposals
• Review constantly the clients portfolios
• Partner with the client advisors in covering clients and where appropriate develop direct client coverage model
• Responsibility of the overall revenue generation on the respective book in a scalable and efficient way
• Support Client Advisors in Net New Asset generation process
• Proactively leverage product specialists whenever appropriate
• Awareness of compliance and regulatory requirements, tracking & monitoring investment suitability
• Ownership of investment process (from initiating to closing)

Your profile

• University degree in economics, or finance (Master is a plus)
• 5-10 years of experience in similar position or as multi-asset class Investment advisor. The candidate must have a minimum 5 years experience in one leading financial institution covering a significant book of clients from the LATAM Market.
• Deep knowledge and understanding of private clients/HNWI peculiarities, with focus on specific local marketplace
• Strong sales skills
• Superior emotional intelligence, team player, trustworthy and comfortable in dealing with Clients and Senior Client Advisors
• Ability to work in a challenging, dynamic and solutions oriented environment with international reach
• Results oriented mindset, focused on execution, get it done approach
• Fluent in English and Spanish or Portuguese, any other language is an asset

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.