NDPMS Portfolio Manager, VP

Job Title: NDPMS Portfolio Manager, VP

Corporate Title: VP

Role Description:

The non-discretionary portfolio manager will provide tailored, strategic, innovative advice/solutions to the clients/prospective clients, delivering superior investment opportunities to the clients in line with the clients objectives and personal needs. They will lead the due diligence, preparation of relevant client reports and assist in the implementation/execution of the transaction. They will partner with the Sales/Coverage and Origination teams, working closely to provide holistic solutions to the clients. Given the advisory nature of the roles, the portfolio manager will ensure that the advice provided is in good faith and always in the best interests of the client and in adherence to all regulatory and compliance requirements.
Deutsche Investment India Private Limited is looking for a replacement hire managing the Non-Discretionary PMS business as Portfolio Manager. The Current Portfolio Manager has resigned and this request is for his replacement. The replacement hire is required to manage Equity as well as multi asset portfolios of large HNWI UHNWI family office clients under a non-discretionary mandate providing customized services and solutions reporting regionally to the PB APAC Capital Markets Head and locally to India WM Coverage Head.

He will partner with the Sales/Coverage and Origination teams, working closely to provide holistic solutions to the clients.

Your Key Responsibilities

• Provide professional advice on customised multi asset portfolios (under Non-Discretionary PMS business) for Wealth clients in India
• create, maintain and manage clients equity portfolios tracking in house equity model portfolio with the stated mandate of beating the benchmark
• Partner up with the Relationship Manager and Investment Manager to cover WM clients as strategic advisor and help in building/reconstructing model portfolios by providing guidance to WM clients
• Support the Relationship Managers in their new client acquisition efforts through participation in prospecting, client pitches and showcasing Deutsche Bank Wealth Management capabilities across all WM Locations in India
• Responsible for delivering non-discretionary business revenue targets and increasing wallet shares from existing clients. Able to generate referral from existing client for Prospects.
• Monitor clients asset allocation across investments and provide ideas for rebalancing across product spectrum based on DB PB house views.
• To regularly engage with clients and provide views on client portfolios, markets asset classes and securities. Able to lead investment discussions in one-on-one meetings & group meetings with clients and provide constructive advice in compliance with the research guidelines and mandates.
• The role also entails liaising with external research teams (empanelled brokers) on research ideas on Equities and other asset classes and securities, getting them vetted internally and recommending them to clients and including them in model and client portfolios and wherever possible look to conduct primary research.
• Proactively seek to manage and control risks while maximizing financial returns in line with regulations.
• Work in close co-ordination with different internal teams like the mid office function, compliance, divisional control office and audit functions.
• Act within professional, legal and ethical boundaries and guidelines, observing all internal and external compliance regulations and code of ethics and conduct flagging and managing reputational risks and conflicts issues.

Your skills and experience

• Senior resource with at least 15+ years of experience in managing client portfolio with a strong understanding of Equities and other asset classes. Excellent presentation and communication skills in English is a must.
• Bachelor or above Degree holder, preferably in Finance, Economics, or related discipline. CFA or CA or MBA Finance from premier institutes preferred.
• Relevant local licenses and qualifications mandatory
• Proven experience in Equity investment advisory and sales, with good understanding of private clients and U/HNW clients needs. Superior analytical skills as well as being detail-oriented on both strategy and execution. Self-motivated and passionate about Private Banking business
• Professional Integrity with excellent client-facing advisory & sales skills with proven track-record
• Should have working knowledge about order execution and management. The candidate should be a seasoned professional having a related experience gained with preferably another asset investment management company or a wealth management firm Proficiency in Bloomberg, Reuters, Excel, PowerPoint and other research data compilation tools Knowledge of relevant regulations pertaining to PMS business.
• Leadership abilities High degree integrity with strong work ethic Ability to effectively manage multiple equity mandates of clients Demonstrate ability to work with a structured approach towards clients portfolio construction and management Ability to maintain a cool head during volatile markets to manage the trade execution desk and also to manage clients temperament good client relationship management skills Good interpersonal and communication skills

How we'll support you

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