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. Inscribirse en esta oferta Recibir ofertas similares por correo electrónico Al crear una alerta, aceptas nuestros Términos y condiciones y Política de privacidad, y el uso de cookies.

• 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, our dedication to being the Global Hausbank for our clients has been driven by our people - in around 60 countries and across more than 150 nationalities. Their deep understanding, insights, expertise, and passion help our clients navigate an increasingly complex world - be it in our Corporate Bank, our Private Bank, our Investment Bank or our Asset Management division. Together we can make a great impact for our clients home and abroad, securing their lasting success and financial security., DNV Madrid, 28016 EMEA Benefits & Data Advisory Lead 60.000 - 80.000 Aon Madrid, Comunidad de Madrid Lead Solutions Consultant Sprinklr Spain - Madrid Volver a la última búsqueda Trabajos ) Advisory Solutions Lead (f/m/x) ( volver a la última búsqueda Recibir ofertas similares por correo electrónico No gracias, llévame a la oferta de empleo Al crear una alerta, aceptas nuestros Términos y condiciones y Política de privacidad, y el uso de cookies. Inscribirse en esta oferta

Profesiones

• Técnico
• Recepciónista
• Administrador
• Ventas
• Enfermero