# Client-Facing Product & Solutions Specialist, VP

**Company**: Deutsche Bank
**Location**: Mumbai
**Experience**: senior
**Job type**: full-time
**Category**: Finance
**Industry**: Finance

**Apply**: https://db.wd3.myworkdayjobs.com/en-US/DBWebsite/job/do-not-use-Mumbai-Nirlon-Knowledge-Pk-B1/Client-Facing-Product---Solutions-Specialist--VP_R0411457?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_f35943e3-efa

## Description

We are seeking a Client-Facing Product & Solutions Specialist, VP to manage investment advisory mandates across India.

The successful candidate will be responsible for:

- Managing all investment advisory mandates across India

- Formulating asset class views (Equity, Debt & Multi-asset) and providing advice to clients

- Conducting periodic portfolio reviews and meetings with clients

- Leading product enhancements to improve overall product offering

- Analyzing market trends and product performance

- Providing updates and recommendations on investment portfolios

- Increasing share of wallet from existing clients and acquiring new advisory business mandates

- Managing ad hoc client investment enquiries

- Ensuring adherence to Client & Products Suitability policy and regulatory standards

In return, you will enjoy a range of benefits including:

- Best-in-class leave policy

- Gender-neutral parental leaves

- 100% reimbursement under childcare assistance benefit

- Sponsorship for industry-relevant certifications and education

- Employee Assistance Program

- Comprehensive Hospitalization Insurance

- Accident and Term Life Insurance

- Complementary Health Screening

To be considered for this role, you will need:

- At least 15 years of experience in investment advisory and wealth management client portfolio management

- Excellent presentation and communication skills in English

- Bachelor's degree or above in Finance, Economics, or a related discipline

- Relevant local licenses and qualifications

- Good understanding of private clients and U/HNW clients' needs

- Superior analytical skills and attention to detail

- Professional integrity with excellent client-facing advisory and sales skills

- Working knowledge of order execution and management

- Proficiency in Bloomberg, Reuters, Excel, PowerPoint, and other research/data compilation tools

- Leadership abilities and high degree of integrity

## Skills

### Required
- Investment Advisory
- Wealth Management
- Portfolio Management
- Bloomberg
- Reuters
- Excel
- PowerPoint

### Nice to have
- CFA
- CA
- MBA Finance

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Source: [Apply at db.wd3.myworkdayjobs.com](https://db.wd3.myworkdayjobs.com/en-US/DBWebsite/job/do-not-use-Mumbai-Nirlon-Knowledge-Pk-B1/Client-Facing-Product---Solutions-Specialist--VP_R0411457?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)