Deutsche Bank
Wealth Management
ClientServiceExecutive(F/M/X)
“Client Service Executive (F/M/X) at Deutsche Bank. Skills: Client Service Executive, Wealth Management, Private Banking. Supporting the Relationship Managers (RMs) and Investment Managers (IMS) in the day-to-day servicing of clients. Handling general enquiries from clients”
Industry & Context.
What They're Looking For.
Must Have
Relevant industry experience in client services/private banking support role within Private Client Wealth especially to cover the sophisticated clients
What You'll Do.
Supporting the Relationship Managers (RMs) and Investment Managers (IMS) in the day-to-day servicing of clients
Handling general enquiries from clients
Assisting RMs to ensure clients’ needs are met
Processing transactions
Providing all round operational support
Managing the start-to-finish process of opening accounts
Ensuring that the correct documentation has been obtained from Clients and RM in line with associated Know Your Client (KYC) requirements
Working closely with RMs in the provision and maintenance of periodic client reviews in line with KYC policies and procedures
Processing and managing to completion of all client payment instructions
Managing day-to-day transactions including initial booking/drawdown of both new Credit Facilities and Deposits and subsequent loan roll-overs
Liaising with clients and with the relevant members of staff to ensure the Credit Reviews and Loan Covenants are met in a timely and professional manner
Processing and following-up to completion of all client payment instructions in a professional and timely manner
Assisting in the preparation of client meeting documentation (presentations
and bespoke reporting for clients)
How You'll Work.
Team & Collaboration
Working closely with RMs; Liaising with clients and with the relevant members of staff
Communication Scope
Excellent interpersonal and communication skills, both written and verbal, with a positive approach
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