Strategic Investment Executive

18 ore fa


Roma, Lazio, Italia Deutsche Bank A tempo pieno
Job Summary

We are seeking a highly skilled Strategic Investment Executive to join our Wealth Management team in Italy. As a key member of our team, you will be responsible for developing investment proposals and providing sophisticated investment ideas tailored to the clients' needs.

About the Role

In this role, you will work closely with Relationship Managers to expand the client base in the region and deliver value-added excellence of the bank to our high-net-worth individual clients. You will have the opportunity to apply and enhance your technical and soft skills required for the role, both in terms of day-to-day activities as well as strategic initiatives.

Key Responsibilities
  • Develop Investment Proposals: Create comprehensive investment proposals for existing and prospective clients, taking into account their specific needs and goals.
  • Cross-Asset Portfolio Reviews: Perform thorough reviews of clients' portfolios across various asset classes to identify opportunities for growth and optimization.
  • Implement Investment Solutions: Design and implement customized investment solutions that meet the clients' requirements and risk tolerance.
  • Client Acquisition and Retention: Work collaboratively with Relationship Managers to acquire new clients and retain existing ones, ensuring a high level of client satisfaction and loyalty.
Requirements
  • Relevant Industry Experience: Minimum 5 years of experience in wealth management, asset management, or a related field.
  • Technical Expertise: In-depth knowledge of financial markets, investment solutions, and portfolio management.
  • Communication Skills: Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Language Proficiency: Fluency in English and Italian, with additional languages being an asset.
What We Offer

As a Strategic Investment Executive at Deutsche Bank, you can expect a competitive salary range of €80,000 - €120,000 per annum, depending on experience. We also offer a comprehensive benefits package, including health insurance, retirement plans, and opportunities for professional development.



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