Specialist Product Management (m/w/d) Liquide Investment-Produkte

DONNER & REUSCHEL is a traditional house based in Hamburg and Munich, specializing in banking services for private clients, entrepreneurs and their owner-managed medium-sized companies, and institutional investors. We focus on qualified and comprehensive advice. The entrepreneurial spirit and clear values of the founding families Donner and Reuschel continue to shape the actions of our employees today. With the SIGNAL IDUNA Group, we have a strong owner behind the bank. Especially in times of changing requirements and evolving markets, we stand by entrepreneurs and the Mittelstand as a partner with innovative and reliable solutions.

At our Hamburg or Munich location, we are looking for a Specialist Product Management (m/f/d) for Liquid Investment Products for the DPM & Investment Products department within Products & Clients Solutions.

Responsibilities

• Product selection in retail funds and Exchange Traded Products (ETPs) within predefined peer groups or investment objectives
• Communication and relationship management with product providers
• Management of selected products throughout their entire lifecycle (selection, steering, support, settlement, etc.), including compliance with all internal and external regulatory requirements (e.g., MiFID equivalence check, target market, suitability)
• Support for securities specialists in sales as a product specialist for liquid investment instruments
• Proactive idea generation for liquid investment instruments and marketing of investment ideas to sales teams, including conducting product presentations/training, product calls (storytelling), and building a network of product manufacturers such as fund companies and investment banks
• Conducting quantitative and qualitative product research, including providing and managing recommendation lists, and creating and maintaining a concept for product and issuer selection, management, and monitoring

Profile

• Banking apprenticeship and/or capital market-related degree
• Experience and knowledge in handling funds (active/passive) and ETPs; analytical approach to product and issuer selection
• Deep understanding of capital markets
• Willingness to shape and expand product management as well as new services related to funds and ETPs across various asset classes and product vehicles
• Motivation to collaborate with sales (especially securities specialists), portfolio managers in asset management, and the Investment Communication function
• High interest in establishing a new function within the bank
• In-depth knowledge of relevant databases (Morningstar) is desirable

Benefits

• Modern work environment with technical equipment for mobile working
• Attractive, performance-based compensation
• Company pension plan, travel expense allowance, canteen or meal vouchers depending on location
• Diverse and demanding tasks in the dynamic environment of a private bank
• Training and development opportunities
• Plenty of scope for initiative and creativity