Description
Deutsche Bank's Private Bank business is one of the largest wealth managers worldwide, offering a broad range of traditional and alternative investment solutions, as well as comprehensive advice on all aspects of Wealth Management.
The business is looking for a Client Service Executive to support the Relationship Managers (RMs) and Investment Managers (IMs) in the day-to-day servicing of clients through processing transactions, resolving account/payment problems, and providing all-round operational support.
Responsibilities:
- Support Private Banker to provide excellent service to high net-worth clients to achieve client retention, and handle daily business-as-usual tasks within the desk and market
- Understand desk administration and manage meetings and arrangements related to meetings
- Understand client requirements and assist Private Bankers in daily maintenance of account relationships
- Act as the client key interface over initiation of clients' instructions, monitor funds for payment, prepare clients' fax instructions, forms, and loan disbursement instructions
- Identify issues and escalate to Management in a timely fashion
- Develop a good understanding of the governing regulatory framework, including applicable confidentiality/secrecy/data protection regulations and cross-border rules where relevant
Requirements:
- 7 or more years of relevant Client Service Executive or Assistant Relationship Manager experience for AVP level
- Working experience from Private Banking or Wealth Management business is a must
- Strong team player, able to meet tight deadlines and multi-task
- Self-motivated and goal-orientated with a 'can-do' personality, able to work in a high-paced environment
- Fluent (written and oral) in English
- Meticulous, methodical, and concise, with a strong attention to detail
- Relevant local licenses and qualifications such as CACS Paper 1 and 2 are a must
- Proven ability to leverage AI tools to enhance productivity, optimize workflows to solve business problems, while applying critical judgment to ensure responsible and ethical use of data and AI outputs
Benefits:
- Flexible benefits plan including virtual doctor consultation services
- Comprehensive leave benefits
- Gender Neutral Parental Leave
- Hybrid working arrangements
- 25 days of annual paid leave, plus public holidays
- A culture of continuous learning to aid progression