Private Bank - Client Service Executive, Middle East - AVP
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Key skills for this role
About the Role
Deutsche Bank is seeking a Client Service Executive for its Wealth Management business in the Middle East. The role provides fundamental support to the Team Head, Relationship Managers, and Investment Managers in client servicing and operational tasks.
Key Skills for This Role
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
- When required, attend client meetings along with RM to provide support to meet client requirements
- Assist RM in new account opening process – preparation of comprehensive account opening pack for submission to CLM team post client signature
- Assist RM in liaising with CLM/AFC/OBS/KYC Review Team for follow up/provide additional information/documentation if requested
- 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
- Ensure timely assistance in input of call reports (provided by RM) and proper record retention of call reports in Group shared folders
- Remain current and thorough on operational processes, services and firm’s systems/applications
- Develop good understanding of the governing regulatory framework and upholding relevant policies/procedures to mitigate risks
- Support RMs in performing client after sales tasks and coordination of marketing events invitations and approvals
- Where applicable, managing the daily mailing of documentation to the relevant booking centres
- Fostering strong working relationships across coverage, product and infrastructure divisions
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
- Able to manage time and multitask
- Strong inter personal, communication and consulting skills
- Excellent teamwork skills and the ability to work in virtual global teams and a matrix organization
- Client Centric
Full Job Posting
Details of the Division and Team
- Deutsche Bank's Private Bank corporate division combines the bank's expertise in private banking with Postbank corporate division in Germany, the Private and Commercial Bank International and Wealth Management in one.
- 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.
Your Role
- 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.
- Act as the primary point of contact for RM and client for all operational requests by liaising with key stakeholders Onshore and Offshore (Cross Border, CLM, Business Management etc)
- Responsible for timely action on requests and issue resolution to meet the client/RM requirements.
What we will offer you
- 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)
Your key responsibilities
- Handle and respond to RM requests and client queries related but not restricted to account documentation, account balances, account maintenance activity, statement information, general product and/or service information.
- When required, attend client meetings along with RM to provide support to meet client requirements.
- Assist RM in new account opening process – preparation of comprehensive account opening pack for submission to CLM team post client signature.
- Assist RM in liaising with CLM/AFC/OBS/KYC Review Team for follow up/provide additional information/documentation if requested.
- 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.
- Ensure timely assistance in input of call reports (provided by RM) and proper record retention of call reports in Group shared folders (protected at all times) wherever applicable.
- Remain current and thorough on operational processes, services and firm’s systems/applications.
- Develop good understanding of the governing regulatory framework and upholding relevant policies/procedures to mitigate risks; ensuring that the Bank is protected.
- Support RMs in performing client after sales tasks and coordination of marketing events invitations and approvals.
- Where applicable, managing the daily mailing of documentation to the relevant booking centres.
- Fostering strong working relationships across coverage, product and infrastructure divisions.
Your skills and experience
- 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
- Able to manage time and multitask
- Strong inter personal, communication and consulting skills
- Excellent teamwork skills and the ability to work in virtual global teams and a matrix organization
- Client Centric
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