Details of the Division and Team
Deutsche Bank's Private Bank 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 a trusted partner of wealthy individuals and entrepreneurs, family offices and foundations, we create lasting value for clients. We specialize in developing bespoke solutions for our clients around the world, for instance wealth planning across successive generations and international borders, asset management with individual risk management, loans and deposits.
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. The role will sit in a centralized team reporting to a local manager.
What we will offer you
You can expect:
•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 holiday
•A culture of continuous learning to aid progression
Your key responsibilities
•Support Private Banker to provide excellent service to high net-worth clients so as to achieve client retention, and be able to handle daily business-as-usual tasks within the desk and market
•Understanding of all desk administration and ability to manage meetings and all arrangements related to the meeting
•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 instruction
•Ability to understand issues and appropriately escalate to Management in a timely fashion
•Develop good understanding of the governing regulatory framework, including but not limited to applicable confidentiality/secrecy/data protection regulations and cross border rules where relevant
Your skills and experience
•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, also able to meet tight deadlines and multi-task
•Self-motivated and goal orientated and a 'can do' personality, who is 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 is a must
•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
About us and our teams
Deutsche Bank is the leading German bank with strong European roots and a global network.
