Advisory Solutions Lead

The Advisory Solutions Lead is responsible for the end-to-end definition, governance and continuous improvement of the Bank's advisory service, ensuring an effective advisory process and full alignment with applicable regulatory and legal requirements. The role acts as a key interface between Front Office and control functions (Compliance and Legal), with a strong commercial mindset and a deep understanding of the needs across client segments (Wealth, Personal and Business), as well as solid technical knowledge of investment funds.

As the Advisory Solutions Lead, you will be responsible for the advisory service within the Bank, including the definition and evolution of the advisory offering (services and products), the governance of the advisory process, and the coordination of all stakeholders involved in delivery, ensuring commercial adoption and regulatory compliance.

Responsibilities

• Own the end-to-end advisory process (client journey, roles and responsibilities, evidence and documentation, controls), ensuring operational consistency and full traceability.
• Ensure the advisory service, process, client documentation and communications are legally and regulatory compliant, coordinating closely with Compliance and Legal (incl. suitability, client disclosures, product governance and internal control requirements).
• Define and evolve the advisory offering across segments (Wealth, Personal and Business): identify client needs, detect gaps and design/implement solutions (services, products, tools and front support materials).
• Lead and coordinate launches within the Investment Solution (I&S) scope: planning, requirements gathering, stakeholder coordination, testing, rollout and post-launch monitoring.
• Act as a key partner to internal stakeholders across the distribution value chain (Front Office, Investments/Products, Risk, Operations, Technology and, if applicable, Marketing), coordinating closely to understand business needs and ensure robust delivery and effective adoption of data analysis and productivity that support decision-making (e.g. sizing, KPI monitoring, adoption tracking, advisory quality metrics and offering performance)., * Emotionally and mentally balanced: We support you in dealing with life crises, maintaining stability through illness, and maintaining good mental health. Benefit from initiatives such as counseling and support in difficult life situations and a culture where you can openly speak about mental health.
• Physically thriving: We support you managing your physical health by taking appropriate preventive measures and providing a workplace that helps you thrive. For example, discount in gyms, annual medical check up's, standing desks...
• Socially connected: We strongly believe in collaboration, inclusion and feeling connected to open up new perspectives and strengthen our self-confidence and well-being. Benefits vary from different types of paid and unpaid leave, hybrid model of remote working (for some positions …)
• Financially secure: We support you to meet personal financial goals during your active career and for the future. Benefit from meal allowance, pension contribution plans, banking services for employees, flex compensation program...

We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively. Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group. We welcome applications from all people and promote a positive, fair and inclusive work environment.

• Strong expertise and 5+ years in the advisory process and its operational requirements (suitability, documentation, evidence, controls and monitoring).
• Solid understanding of legal and regulatory requirements applicable to investment advisory, with proven experience engaging with Compliance and Legal.
• Strong technical knowledge of investment funds (product fundamentals, key risks, mechanics and portfolio fit).
• Strong commercial mindset and ability to understand needs and growth levers across segments: Wealth, Personal and Business.
• Fluent English (written and spoken) and advanced Excel, with strong command of modern productivity tools (PowerPoint, Word, Teams/SharePoint and collaborative tools); analytics and reporting experience is a plus.

For over 150 years we have been there for our clients every step of the way. Our purpose: ‘Dedicated to our clients’ lasting success and financial security at home and abroad’ guides our vision and strategy, and is brought to life by our culture. With a global presence in about 60 countries, and a diverse workforce of more than 90,000 people, we know that each individual’s daily actions shape our culture. 

Deutsche Bank Technology in Berlin

DB Technology is a global team of tech specialists, spread across multiple trading hubs and tech centres. We have a strong focus on promoting technical excellence – our engineers work at the forefront of financial services innovation using cutting-edge technologies.

Our Berlin location is our most recent addition to our global network of tech centres and growing strongly. We are committed to building a diverse workforce and to creating excellent opportunities for talented engineers and technologists. Our tech teams and business units use agile ways of working to create #GlobalHausbank solutions from our home market.