Description
Deutsche Bank's Wealth Management business is one of the largest wealth managers worldwide. We offer our clients a broad range of traditional and alternative investment solutions, as well as comprehensive advice on all aspects of Wealth Management.
As an Operational Support Assistant, you will provide fundamental support to the Team Head, Relationship Managers (RM), Investment Managers (IM) to assist in the day-to-day business activities in all aspects of client servicing and operational support.
Key Responsibilities:
- Handle and respond to RM requests and client queries related to account documentation, account balances, account maintenance activity, statement information, general product and/or service information.
- Assist RM in new account opening process – preparation of comprehensive account opening pack for submission to CLM team post client signature.
- Follow up on any Booking Centre/Regulatory document deficiencies promptly to help RMs achieve their Key Risk Indicators (KRIs).
- Ensure all operational tasks related to client accounts are completed in a timely manner to ensure satisfactory service levels to clients.
- Develop good understanding of the governing regulatory framework and uphold relevant policies/procedures to mitigate risks.
Requirements:
- Bachelor’s degree or equivalent, Master is a plus
- Fluency in English, Arabic is a plus (written and verbal)
- Minimum 5 years experience in wealth management as assistant or in a sales support role
- Strong inter-personal, communication and consulting skills
- Excellent teamwork skills and the ability to work in virtual global teams and a matrix organization
What we offer:
- Life Insurance
- Accidental Death Insurance
- Permanent Partial Disability Insurance
- Private Medical Insurance for you, your spouse and dependent children
- Flexible working arrangements
- 30 days of annual paid leave, plus public holiday & Flexible Working Arrangement
- DB contributions to Employee Workplace Savings "Gosi" plan (for Saudi nationals only)