At a Glance
- Tasks: Engage with UHNW clients, providing tailored investment services and market insights.
- Company: Join Deutsche Bank, a leading global bank with a commitment to diversity and inclusion.
- Benefits: Enjoy hybrid working, competitive salary, 30 days' holiday, and flexible perks.
- Other info: Opportunities for continuous learning and personal development in a supportive environment.
- Why this job: Be part of a dynamic team focused on sophisticated trading solutions and client relationships.
- Qualifications: Experience in OTC derivatives and capital markets; strong relationship-building skills required.
The predicted salary is between 43200 - 72000 £ per year.
Location: London
Corporate Title: Vice President
As an Investment Sales Specialist, you will be on cross-asset investment coverage of sophisticated Ultra High Net Worth (UHNW) clients and Family offices. You will be joining the Direct Access Client team (DAC) which is part of the Investment Management world, focusing on large and active trading clients. It provides clients with a sophisticated service around capital markets, derivatives, and structured solutions.
You will work closely with Relationship Managers (RM) and Investment Managers (IM) to provide UHNW/Family Office clients with a sophisticated service around capital markets, derivatives, and structured solutions.
What we offer you:
- Hybrid Working - enabling eligible employees to work remotely for part of their working time.
- Competitive salary and non-contributory pension.
- 30 days' holiday plus bank holidays, with the option to purchase additional days.
- Life Assurance and Private Healthcare for you and your family.
- A range of flexible benefits including Retail Discounts, a Bike4Work scheme and Gym benefits.
- The opportunity to support a wide-ranging CSR programme + 2 days' volunteering leave per year.
Your key responsibilities:
- Partner up with IMs and RMs to serve eligible clients with a specialised service suitable to their specific needs; this entails direct client contact with advice and execution services.
- Act as point of contact for eligible clients that require access to a sophisticated Family Office trading service on Over The Counter (OTC) derivatives, Foreign Exchange and Rates.
- Provide comprehensive client service regarding Capital Markets activity (market information, accounting etcetera).
- Owning all OTC and derivative related tasks of a client including credit risk calculations, position and collateral monitoring, oversight of bookings etcetera.
- Collaborate closely with key internal partners, including Legal, Compliance, Risk and the Investment Bank/Fixed Income and Currencies.
Your skills and experience:
- Proven experience in OTC and other derivatives with strong technical knowledge and understanding of Capital Markets.
- Ability to understand client needs and tailor the trade idea generation service accordingly.
- Fluent in delivering a capital market outlook from both an investment strategist's view (top down) and a manager's view (bottom up) with a view of generating alpha via a sophisticated approach to trading.
- Experienced and comfortable in leading technical investment discussions in one-on-one meetings and small groups.
- Evidence of past success in developing relationships with active UHNW clients, ability to introduce existing client relationships is a plus.
- Background in financial markets with relevant investment experience.
How we 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.
- We value diversity and as an equal opportunities employer, we make reasonable adjustments for those with a disability such as the provision of assistive equipment if required.
About us:
Deutsche Bank is the leading German bank with strong European roots and a global network. Deutsche Bank in the UK is proud to have been named a Times Top 50 Employer for Gender Equality for three consecutive years. Additionally, we have been awarded a Silver Award from Stonewall for two years running and named in their Top 100 Employers for 2023 for our work supporting LGBTQ+ inclusion.
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.
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.
Investment Sales Specialist - Direct Access Client team in London employer: NCAA (National Collegiate Athletic Association)
Deutsche Bank is an exceptional employer, offering a dynamic work environment in London that prioritises employee development and wellbeing. With a commitment to hybrid working, competitive benefits including generous holiday allowances, and a strong focus on diversity and inclusion, employees are empowered to thrive both professionally and personally. The culture fosters continuous learning and collaboration, making it an ideal place for Investment Sales Specialists to grow their careers while serving sophisticated UHNW clients.
Contact Details:
NCAA (National Collegiate Athletic Association) Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Investment Sales Specialist - Direct Access Client team in London
✨Tip Number 1
Network with professionals in the investment management sector, especially those who work with UHNW clients. Attend industry events or webinars to connect with potential colleagues and learn more about the specific needs of this client segment.
✨Tip Number 2
Familiarise yourself with the latest trends in capital markets and derivatives. Being well-versed in current market conditions will help you engage in meaningful conversations during interviews and demonstrate your expertise.
✨Tip Number 3
Prepare to discuss your experience with OTC derivatives and how you've successfully tailored solutions for clients in the past. Highlighting specific examples will showcase your ability to meet the sophisticated needs of UHNW clients.
✨Tip Number 4
Research Deutsche Bank's culture and values, particularly their commitment to diversity and inclusion. Be ready to articulate how your personal values align with theirs, as cultural fit is often a key consideration in the hiring process.
We think you need these skills to ace Investment Sales Specialist - Direct Access Client team in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights relevant experience in OTC derivatives and capital markets. Use specific examples that demonstrate your ability to work with UHNW clients and your understanding of their unique needs.
Craft a Compelling Cover Letter:In your cover letter, express your enthusiasm for the role and the company. Discuss how your skills align with the responsibilities outlined in the job description, particularly your experience in providing sophisticated services to clients.
Showcase Technical Knowledge:Emphasise your technical knowledge of capital markets and derivatives in both your CV and cover letter. Mention any relevant certifications or training that support your expertise in these areas.
Highlight Relationship Management Skills:Demonstrate your ability to build and maintain relationships with clients. Include examples of past successes in developing relationships with UHNW clients and how you tailored services to meet their specific needs.
How to prepare for a job interview at NCAA (National Collegiate Athletic Association)
✨Understand the Role
Make sure you have a solid grasp of what an Investment Sales Specialist does, especially in relation to UHNW clients and Family Offices. Familiarise yourself with capital markets, derivatives, and structured solutions, as these will be key topics during your interview.
✨Showcase Your Technical Knowledge
Be prepared to discuss your experience with OTC derivatives and capital markets. Highlight specific examples where you've successfully navigated complex trading scenarios or provided tailored solutions to clients, demonstrating your technical expertise.
✨Demonstrate Relationship-Building Skills
Since this role involves working closely with Relationship Managers and Investment Managers, be ready to share examples of how you've developed and maintained strong relationships with clients, particularly UHNW individuals. This could include discussing past successes or strategies you've employed.
✨Prepare for Technical Discussions
Expect to engage in detailed discussions about investment strategies and market outlooks. Brush up on both top-down and bottom-up approaches to trading, and be ready to articulate how you generate alpha through sophisticated trading techniques.
