Private Bank, Product Management, Director, UAE
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Key skills for this role
About the Role
**Position Overview** **Details of the Division and Team:** The candidate will work closely with DBWM RMs based in Dubai covering GSAA and ME in providing wealth structuring advice to RMs and their clients in the following areas:\- * Trust and Legacy Planning * Estate and wealth transfer (wills, testamentary instruments etc) * Liquidity Planning using insurance solutions * Family Office structuring * Cross\-Border planning (e.g. to discuss issues raised by multi\-ju
Key Skills for This Role
Full Job Posting
Position Overview
- Details of the Division and Team:
- The candidate will work closely with DBWM RMs based in Dubai covering GSAA and ME in providing wealth structuring advice to RMs and their clients in the following areas:-
- Trust and Legacy Planning
- Estate and wealth transfer (wills, testamentary instruments etc)
- Liquidity Planning using insurance solutions
- Family Office structuring
- Cross-Border planning (e.g. to discuss issues raised by multi-jurisdictional families or assets)
- Dispositive planning (e.g. to discuss potential distribution arrangements when Clients intend to divest some investments which will result in large proceeds being received by their families)
- Coordination between the Client, the Client’s professional advisors and Deutsche Bank (DB)
- What we will offer you:
- A healthy, engaged and well-supported workforce are better equipped to do their best work and, more importantly, enjoy their lives inside and outside the workplace.
- That’s why we are committed to providing an environment with your development and wellbeing at its center.
- You can expect:
- Life Insurance
• Permanent Partial Disability Insurance
- Private Medical Insurance for you, your spouse and dependent children
- Flexible working arrangements
- 30 days of annual paid leave, plus public holiday & Flexible Working Arrangement
- DB contributions to DIFC Employee Workplace Savings (DEWS)
- Your key responsibilities:
- Actively supporting RMs in client meetings, presentations and after-sales activities relating to asset ownership and wealth transfer
- Follow legal, political, tax and economic developments in specific countries and apply this knowledge to client situations
- Provide ongoing education and training for RMs
- Develop country / market/ client specific strategies in conjunction with Coverage and other product groups as well as Lending
- Provide feedback to Coverage/ Senior Management on product needs, client needs, market trends, regulatory changes etc
- Meet team/ individual targets on new trust and insurance referral businesses
- The specific country focus will be on GCC and Africa
- Your skills and experience:
- Our ideal candidate should have the following requisites:
- At least 15 years’ experience in Wealth Planning
- Familiarity with legal and tax system of commonly used trust jurisdictions
- Know-how and experience in sales & marketing, good business acumen and perceptive of client needs
- Good knowledge of markets/ countries covered
- Strong presentation and public speaking skills, overall an excellent communicator
- Successful track record in a highly demanding and dynamic environment, while consistently a good team player
- Good network with external intermediaries, advisers etc
- How we’ll 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
- Training and development to help you excel in your career
About Us And Our Teams
Deutsche Bank is the leading German bank with strong European roots and a global network. click here to see what we do.
Deutsche Bank & Diversity
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.
Talk to us about flexible work arrangements and other initiatives we offer.
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, disabilities, beliefs and generations and are committed to providing a working environment free from harassment, discrimination and retaliation.
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