Description
Deutsche Bank's Private Bank business is one of the largest wealth managers worldwide, providing comprehensive advice on all aspects of Wealth Management to high-net-worth individuals, entrepreneurs, family offices, and foundations.
The business is seeking Client Service Executives to support Relationship Managers (RMs) and Investment Managers (IMs) in the day-to-day servicing of clients, including processing transactions, resolving account/payment problems, and providing operational support.
What we'll offer you
We are committed to providing an environment with your development and wellbeing at its center. You can expect:
- Flexible benefits plan including virtual doctor consultation services
- Comprehensive leave benefits
- Gender Neutral Parental Leave
- Hybrid working arrangements
- 21/25 days of annual paid leave, plus public holiday
- A culture of continuous learning to aid progression
Your key responsibilities
- Support Private Bankers in providing excellent service to high-net-worth clients to achieve client retention
- Handle daily business-as-usual tasks within the desk and market
- Understand client requirements and assist Private Bankers in daily maintenance of account relationships
- Act as the client key interface for initiating client instructions, monitoring funds for payment, preparing client fax instructions, forms, and loan disbursement instructions
- Escalate issues to Management in a timely fashion
- Develop a good understanding of the governing regulatory framework, including confidentiality/secrecy/data protection regulations and cross-border rules
Your skills and experience
- 3-7 or more years of relevant Client Service Executive or Assistant Relationship Manager experience in investments
- Working experience in Private Banking or Wealth Management
- Relevant local licenses and qualifications such as CACS Paper 1 and 2
- Strong team player with the ability to meet tight deadlines and multi-task
- Self-motivated and goal-orientated with a 'can-do' personality
- Fluent in English (written and oral)
- Meticulous, methodical, and concise with a strong attention to detail
- Proven ability to leverage AI tools to enhance productivity and optimize workflows