Private Bank
Wealth Management
ClientServiceExecutive-Associate/AVP
Neural analysis suggests this role is
optimal for Mid candidates.
“Client Service Executive - Associate / AVP at Private Bank. Skills: Client Service Executive, Private Banking, Wealth Management, high-net-worth clients, operational support. 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 all arrangements related to the meeting”
What You'll Achieve.
achieve client retention
Industry & Context.
resolving account/payment problems; Ability to understand issues and appropriately escalate to Management in a timely fashion
What They're Looking For.
Must Have
3- 7 or more years of relevant Client Service Executive or Assistant Relationship Manager experience and in investments, dependent on corporate title, coupled with a good sense of integrity, Working experience from Private Banking or Wealth Management business is a must, Relevant local licenses and qualifications such as CACS Paper 1 and 2 is a must, Fluent (written and oral) in English
What You'll Do.
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 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
How You'll Work.
Team & Collaboration
Support the Relationship Managers (RMs) and Investment Managers (IMs); Support Private Banker
Communication Scope
Fluent (written and oral) in English
Full Job Description
## _**Job Description:**_ **Details of 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 are 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. **What we’ll offer you** A healthy, engaged and well-supported workforce are better equipped to do their best work and, more importantly, enjoy their lives inside and outside the workplace. That’s why 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 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 all arrangements related to the meeting. * Understand client requirements and assist Private Bankers in daily maintenance of account relationships * Act as the client ke
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