Job 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 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. All this is possible thanks to our global network, our many years of experience and our close collaboration with the Corporate Bank, Investment Bank and Asset Management. We aim to become a highly competitive global wealth manager by combining financial strength and stability with trustworthy partnership and forward-thinking in order to build sustainable and beneficial client relationships. As a growth business for Deutsche Bank, we contribute towards building a more balanced, less capital intense and stable business model for the bank.
The business is looking for a Client Service Executive to support the Relationship Manager covering the UK&Nordics Market (RM) 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:
* Handling Client Inquiries: Addressing general inquiries from clients and assisting Relationship Managers (RMs) to ensure client needs are met.
* Order Execution: Taking and executing client orders, including money market, securities, and FX spot transactions, while ensuring appropriateness and suitability.
* Payment Processing: Managing client payment instructions, including verification, balance checks, and record-keeping, while assessing transaction behavior for AML purposes.
* Regulatory Compliance: Upholding regulatory and compliance policies to mitigate risks and ensure the bank is protected.
* Client Documentation: Preparing and distributing client-related administrative documentation, including account opening packs and valuations.
* Due Diligence: Conducting due diligence searches in line with "Know Your Client" policies and procedures.
* Account Management: Updating client account and investment information accurately and managing documentation appropriately.
* Corporate Actions: Ensuring RMs are aware of corporate actions and following up through to completion.
* Loan Processing: Managing the periodic rolling of structured loans, Lombard loans, and time deposits, and assisting with loan covenants.
* Client Interaction: Delivering high levels of customer satisfaction through daily interactions with clients, contributing to client retention.
Skills:
* Education: Degree level or equivalent industry experience.
* Industry Experience: Minimum of 4 years in business management, account management, or relationship executive roles, with a keen interest in Private Client Wealth Management.
* Communication Skills: Excellent verbal and written communication skills, coupled with strong interpersonal abilities and a positive approach.
* Client and Solution Orientation: Dedicated to client satisfaction and adept at finding solutions.
* Professional Integrity: Upholds high standards of professionalism and ethical conduct.
* Language Skills: Fluent in German and English (written and oral); proficiency in additional languages is a plus.
Well-being & Benefits:
* Emotionally and mentally balanced: We support you in maintaining good mental health. Benefit from initiatives such as training events, counseling and support in difficult life situations and a culture where you can openly speak about mental health. Reach out to our Mental Health First Aiders.
* Physically thriving: We support you managing your physical health by taking appropriate preventive measures and providing a workplace that helps you thrive.
* Socially connected: We strongly believe in collaboration, inclusion and feeling connected to open up new perspectives and strengthen our self-confidence and well-being. Our local benefits vary from different types of leave, sports groups to engage with colleagues while keeping physically active and a hybrid working model.
* Financially secure: We support you to meet personal financial goals during your active career and for the future. Thus, we offer a pension contribution plan, marriage and birth allowance, meal allowance, health insurance subsidy and many others.
We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively. Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group.
We welcome applications from all people and promote a positive, fair and inclusive work environment.
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