Private Bank - Client Service Executive, Middle East - AVP
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Key skills for this role
About the Role
Deutsche Bank seeks a Client Service Executive (AVP) to support Relationship Managers and Investment Managers in Wealth Management. The role involves client servicing, operational support, and new account opening.
Key Skills for This Role
Responsibilities
- Provide fundamental support to Team Head, Relationship Managers, Investment Managers in day to day business activities
- Act as primary point of contact for RM and client for all operational requests
- Handle and respond to RM requests and client queries related to account documentation, balances, maintenance, statements, product/service information
- Assist RM in new account opening process
- Liaise with CLM/AFC/OBS/KYC Review Team for follow up
- Ensure timely completion of operational tasks
- Assist in input of call reports and record retention
- Support RMs in after sales tasks and marketing events coordination
Requirements
- Bachelor’s degree or equivalent, Master is a plus
- Fluency in English, Arabic is a plus
- 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 private banking with Postbank corporate division, Private and Commercial Bank International and Wealth Management.
- Wealth Management offers traditional and alternative investment solutions and comprehensive advice on all aspects of Wealth Management.
Your Role
- Provide fundamental support to Team Head, Relationship Managers, Investment Managers in day to day business activities
- Act as primary point of contact for RM and client for all operational requests
- Responsible for timely action on requests and issue resolution
Your Key Responsibilities
- Handle and respond to RM requests and client queries related to account documentation, balances, maintenance, statements, product/service information
- Attend client meetings along with RM when required
- Assist RM in new account opening process
- Liaise with CLM/AFC/OBS/KYC Review Team for follow up
- Follow up on Booking Centre/Regulatory document deficiencies
- Ensure all operational tasks are completed in a timely manner
- Assist in input of call reports and record retention
- Remain current on operational processes, services and systems
- Develop understanding of regulatory framework and policies
- Support RMs in after sales tasks and marketing events coordination
- Manage daily mailing of documentation to booking centres
- Foster 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
- 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 ability to work in virtual global teams and a matrix organization
- Client Centric
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)
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