# Client Service Executive

**Company**: Deutsche Bank
**Location**: Hong Kong
**Experience**: senior
**Job type**: full-time
**Category**: Finance
**Industry**: Finance

**Apply**: https://db.wd3.myworkdayjobs.com/en-US/DBWebsite/job/Hong-Kong-Intl-Commerce-Ctr/Private-Bank---Client-Service-Executive---NCT-Associate-AVP_R0377299?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_76524728-bd4

## 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 Client Service Executives 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**

- 5 or more years of relevant client service executive/sales support/assistant relationship manager & investment experience at AVP level

- Working experience from the Private Banking or Wealth Management business

- 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

- Fluency (written and oral) in English and other languages, such as Chinese

- Meticulous, methodical, and concise, with a strong attention to detail

- Relevant investment experience, coupled with a good sense of integrity

- Relevant local licenses and qualifications

- Proven ability to leverage AI tools to enhance productivity, optimise workflows to solve business problems, while applying critical judgment to ensure responsible and ethical use of data and AI outputs

**Benefits**

- Competitive salary and non-contributory pension

- 20 days annual leave plus a generous number of public holidays

- Life Assurance and Private Healthcare for you and your family

- A range of flexible benefits, including retail discounts, gym benefits, and wellbeing incentives

- Opportunity to support a wide-ranging CSR program and take volunteering leave days

## Skills

### Required
- Private Banking
- Wealth Management
- Client Service
- Investment
- Regulatory Framework
- AI Tools
- English
- Chinese

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Source: [Apply at db.wd3.myworkdayjobs.com](https://db.wd3.myworkdayjobs.com/en-US/DBWebsite/job/Hong-Kong-Intl-Commerce-Ctr/Private-Bank---Client-Service-Executive---NCT-Associate-AVP_R0377299?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)