Senior UHNW Cross‑Asset Investments Advisor

Deutsche Bank; City of London; On-site; GBP 80,000 - 100,000; Full time

Job summary

A leading banking institution in London is seeking a Senior Market Investments Team (MIT) Advisor to provide expert investment advice to Ultra-High-Net-Worth clients. The role involves collaborating with Relationship Managers and specialists to deliver tailored investment strategies. Ideal candidates will have a strong track record in investment portfolio management and excellent communication skills. This position offers a competitive salary and benefits package in a supportive work environment.

Benefits

Competitive salary

Non-contributory pension

30 days’ holiday plus bank holidays

Life Assurance and Private Healthcare

Flexible benefits including Retail Discounts

Qualifications

• Proven track record of managing and advising clients on investment portfolios across asset classes.
• Fluent in delivering an economic outlook from both an investment strategist’s view and a manager’s view.
• Good knowledge of Bloomberg and Microsoft Office programs.

Responsibilities

• Partnering with Relationship Managers to serve eligible clients with specialized services.
• Acting as point of contact for clients needing access to Family Office services.
• Achieving individual revenue and share of wallet targets.

Skills

Client portfolio management

Economic outlook analysis

Bloomberg knowledge

Microsoft Office programs

Understanding of structured products

Job description

A leading banking institution in London is seeking a Senior Market Investments Team (MIT) Advisor to provide expert investment advice to Ultra-High-Net-Worth clients. The role involves collaborating with Relationship Managers and specialists to deliver tailored investment strategies. Ideal candidates will have a strong track record in investment portfolio management and excellent communication skills. This position offers a competitive salary and benefits package in a supportive work environment.