Posted:2 months ago| Platform:
Work from Office
Full Time
The Advisory Solutions team is responsible for managed investment solutions including funds, alternative investments, and ETFs. The team works closely with client advisors to provide a range of managed investment solutions to meet client objectives. This includes assessing product needs, creating fundsolutions / positioning along with regular follow-on updates. In addition to supporting the sales function, the specialist will be involved in ongoing product management and the maintenance of the APAC funds platform. Your key responsibilities Maintenance of the regional platform for Funds and Alternatives investments through collaboration with leading global asset managers. Content production of regular updates: fund data, commentary, product documents etc. Operational set ups of Funds, ETFs, and Alternatives to facilitate orders/transfers. Additionally maintain regular checks to ensure correct securities set up and mapping. Regular update of the regional fund lists to ensure accuracy, and availability of the data. Regular oversight of fund transfer process for all funds. Support the production of marketing materials and regular fund updates to facilitate sales. Prepare sales and exposure reporting to key stakeholders, ensuring sales efforts are effectively monitored and directed. Ensure regulatory processes and reports are adhered to. Project management on new process initiatives. Proactively ensuring information related to products and platforms is accurate, adhering to Deutsche Bank Private Banks internal processes. Work with a multi-location team spread across Singapore, Hong Kong, and Mumbai in a coordinated approach. Participate in writing key operating procedures, maintain organized records of DB internal approvals, review existing processes for effectiveness and devise new processes or streamline as needed. Build relationships, co-ordinate and engage with DB internal control functions and various other teams across the value chain. Your skills and experience Minimum bachelors degree with focus on Finance, Management or similar. CFA / FRM / CA / CAIA will be preferred. Experience in the financial services industry with prior experience working in product team serving global funds will be preferred. Good analytical skills with a keen eye for detail. Adept in Microsoft Office (Excel, PowerPoint, and Word) and computer literacy to navigate internal systems with other technical computing knowledge (e.g., Bloomberg Terminal, etc.) an advantage. Willingness to cover APAC morning hours (starting at 7:30 am Indian Standard Time). Demonstrated ability to work both independently, as a team member, and as a collaborative partner
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Banking and Financial Services
approximately 84,000 Employees
2294 Jobs
Key People
10.0 - 15.0 Lacs P.A.
5.0 - 8.0 Lacs P.A.
6.0 - 10.0 Lacs P.A.
Mumbai, Maharashtra, India
Experience: Not specified
Salary: Not disclosed