Financial Advisor

1 month ago

Hong Kong, Central and Western District, Hong Kong SAR China 0786 Deutsche Bank Aktiengesellschaft, Filiale Hongkong Full time

About the Role:

Deutsche Bank's Private Bank is one of the largest wealth managers worldwide, offering a broad range of traditional and alternative investment solutions, as well as comprehensive advice on all aspects of wealth management.

Key Responsibilities:

  • Develop, manage and maintain overall relationships with high net worth and ultra high net worth clients, providing a holistic client experience.
  • Be the primary point of contact and responsible person for dealing with client complaints.
  • Develop new business with new and existing clients, focusing on bringing in new clients and new assets (prospecting), building and sustaining long-term relationships.
  • Work as a team with the Investment Manager to build deeper client relationships and involve in origination.
  • Keep day-to-day responsibility for advising clients within the required regulatory framework and keeping abreast of all client-impacting initiatives from the respective market.
  • Proactively identify client lending and financing needs, involving lending specialists to further develop the opportunity.
  • Perform continuous market analysis to identify potential client leads and opportunities.
  • Act as the Accountable Client Owner with responsibility for all Anti-Money Laundering (AML) aspects of the client relationship.
  • Where clients are not assigned an Investment Manager, own the overall suitability and appropriateness for client investments.
  • Participate in relevant client social events and in PR and other marketing activities.
  • Uphold the team's operating rhythm, leading by example and demonstrating role-model behavior.
  • Work in close co-operation with other coverage, product and support functions to deliver DB's value proposition.
  • Actively support the business and growth strategy, plans and values, contributing to the achievement of a high performing team.

About You:

  • Solid network of high net worth and ultra high net worth clients in the target regional coverage market is required.
  • Detail orientation on both strategy and execution.
  • Excellent communication and collaboration skills.
  • Superior investment acumen.
  • Good understanding of the governing regulatory framework, including applicable confidentiality and data protection regulations.
  • Professional integrity.
  • Self-starter.
  • Minimum 5 years of relevant wealth management experience for Vice President and at least 8 years of wealth management experience for Director and above.
  • Fluency in English and the principal local language required for the covered market.
  • Willing and able to develop other staff, e.g., analysts.

About Deutsche Bank:

Deutsche Bank is a leading global investment bank and financial services firm, committed to building a more balanced, less capital-intensive and stable business model for the bank.

How We'll Support You:

  • Flexible working to assist you balance your personal priorities.
  • Coaching and support from experts in your team.
  • A culture of continuous learning to aid progression.
  • A range of flexible benefits that you can tailor to suit your needs.
  • Training and development to help you excel in your career.

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