Coverage Specialist - Xtrackers Mandates & Solutions Sales

Employer:           DWS Group

Title:                    Coverage Specialist - Xtrackers Mandates & Solutions Sales, Hong Kong

Corporate Title:  AVP

Location:             Hong Kong

Job Code:            #LI-ZL1 #LI-03

About DWS:

Today, markets face a whole new set of pressures – but also a whole lot of opportunity too. Opportunity to innovate differently. Opportunity to invest responsibly. And opportunity to make change.

Join us at DWS, and you can be part of an industry-leading firm with a global presence. You can lead ambitious opportunities and shape the future of investing. You can support our clients, local communities, and the environment.

We’re looking for creative thinkers and innovators to join us as the world continues to transform. As whole markets change, one thing remains clear; our people always work together to capture the opportunities of tomorrow. That’s why we are ‘Investors for a new now’.

As investors on behalf of our clients, it is our role to find investment solutions. Ensuring the best possible foundation for our clients’ financial future. And in return, we’ll give you the support and platform to develop new skills, make an impact and work alongside some of the industry’s greatest thought leaders. This is your chance to achieve your goals and lead an extraordinary career.

This is your chance to invest in your future.

Read more about DWS and who we are here.

Team / division overview

Xtrackers by DWS is a large and established provider of high-quality passive solutions across wrappers. Providing efficient ‘passive’ exposure to diversified indices or to single commodities, Xtrackers ETFs and ETCs provide a comprehensive set of dependable investment tools for effective portfolio allocation. Xtrackers Mandates & Solutions offer bespoke passive solutions for primarily institutional clients.

Xtrackers Mandates & Solutions Sales drive the distribution of Xtrackers Passive Mandates and bespoke wrappers in close partnership with local sales colleagues in Europe, Asia Pacific, and the US, and form the link to Xtrackers Portfolio Management, Xtrackers Product and other internal teams involved in the successful delivery of Xtrackers Mandates and Solutions to our clients.

The Xtrackers Mandates & Solutions Sales team operates internationally, is highly solutions-oriented and caters to predominantly institutional clients (public and corporate pension funds, insurance companies, central banks and sovereign wealth funds, but also family offices, wealth managers and other distribution channels).

The team engages with prospective clients early in the process to identify their needs, indicate potential solutions and illustrate our capabilities, operating in close cooperation with local client owner teams. We help design index-linked and rules-based exposures, support the selection of appropriate benchmarks to precisely reflect the client’s strategy, develop alternative index concepts or customised, dedicated portfolio solutions. In doing so, the team draws on both existing indices and individual solutions jointly developed between client, the Xtrackers index strategy team, portfolio management, and, as required, external index providers. This is further enhanced by the expansive scope of the Xtrackers platform, which affords bespoke client solutions irrespective of investment wrapper.

DWS has committed significant resources to growing the Xtrackers business overall, and specifically Xtrackers Mandates & Solutions. In this very fast-growing business area, we require a high degree of client-orientation and professional know-how, and have a dedicated APAC headcount in Hong Kong. The role is part of our Frankfurt-based Mandates & Solutions Sales team, while being firmly embedded in our Hong Hong-based Xtrackers Sales APAC team.

The position to be filled involves a high degree of direct interaction with professional clients, also in the context of client meetings, presentations and roadshows, in close collaboration with Xtrackers Sales and Generalist client owners in the regions. Xtrackers Mandates & Solutions Sales is also responsible for the preparation of individual client pitches and presentations, general product presentations and content support in the preparation of RfPs (Request for Proposals), and other client requests.

The Hong Kong-based Xtrackers Mandates & Solutions Sales specialist will act as specialist contact for APAC on the subject of passive mandates and will share responsibility in planning and implementation of the Mandates & Solutions-specific sales strategy to achieve our sales targets in the region. They will have a functional reporting line to the Head of Xtrackers Mandates & Solutions Sales based in Germany as well as a local reporting line into the Head of Xtrackers Sales APAC based in Hong Kong.

A high degree of technical know-how regarding portfolio implementation, product development, benchmarks, ESG-oriented investments, alternative strategies (including smart beta) and systematic/ quantitative strategies, as well as a high degree of service orientation are essential.

Role Details

As our Coverage Specialist - Xtrackers Mandates & Solutions Sales you will be responsible for:

• Drive and orchestrate Sales activities in cooperation with Xtrackers Sales and Generalist client owners in the APAC region, including presentation of Xtrackers Mandates & Solutions at client meetings and workshops with institutional clients, and events on an international level operate APAC-wide and internationally
• Act as key contact person for requests on benchmarks and individual solutions for primarily institutional clients (incl. ESG, smart beta, systematic and rules-based index- and investment strategies)
• Be intimately involved in idea generation for Xtrackers Mandate USPs, product themes, positioning, and communication
• Support in developing customised solutions for passive mandates together with DWS specialists across teams and divisions
• Deliver expertise on passive portfolio management and product development for equities, fixed income and multi-asset mandates
• Lead individual responses to and preparation of client enquiries for client and coverage teams predominantly in APAC, but also internationally
• Prepare detailed index- and strategy research & index- and solutions proposals on defined topics (incl. knowledge of the most important index providers incl. specialisation)
• Lead individual preparation of client RfPs and other requests
• Coordinate client due diligence meetings
• Drive preparation of sales and marketing documents: presentations, case studies, etc.
• Support with Xtrackers Mandates & Solutions flow data and review & management of sales pipeline
• Support in setting up new mandates

We are looking for

• Degree qualified with preference in an economics or finance related discipline
• Initial experience with institutional clients in APAC
• Strong understanding of how equity and fixed income investments work
• Strong understanding of the investment product development process
• Strong understanding of sustainable investments, sustainability trends and risks in investments and their regulatory context
• Good understanding of capital markets & macroeconomic correlations
• Quick comprehension and analytical thinking skills
• Very good language skills (written and spoken) in English and Mandarin
• Creativity and good team skills
• High level of motivation to deliver better outcomes for our clients, high degree of initiative and independence; assertiveness
• Excellent knowledge of MS Office applications (Excel, Access, PowerPoint and Word)
• Programming skills (Python, VBA) advantageous

What we’ll offer you:

At DWS we’re serious about diversity, equity and creating an inclusive culture where colleagues can be themselves and it’s important to us that you enjoy coming to work - feeling healthy, happy and rewarded. At DWS you’ll have access to a range of benefits including, but not limited, to the below:

• A hybrid working model, allowing for in-office / work from home flexibility, comprehensive leave policy, personal and volunteer days
• Competitive compensation packages including health and wellbeing benefits
• Access to best in class trainings, in role development and career progression opportunities

If you require any adjustments or changes to be made to the interview process for any reason including, or related to a disability or long-term health condition, then please contact your recruiter and let them know what assistance you may need. Examples of adjustments include providing a change to the format of the interview, or providing assistance when at the DWS office. This will not affect your application and our recruitment team will discuss options with you.

We at DWS are committed to creating a diverse and inclusive workplace, one that embraces dialogue and diverse views, and treats everyone fairly to drive a high-performance culture. The value we create for our clients and investors is based on our ability to bring together various perspectives from all over the world and from different backgrounds. It is our experience that teams perform better and deliver improved outcomes when they are able to incorporate a wide range of perspectives. We call this #ConnectingTheDots.