POSITION OVERVIEW

Job Title Client Service Executive
Location London
Corporate Title Assistant Vice President
Deutsche Bank Wealth Management is one of the largest Wealth managers worldwide. We offer a broad range of traditional and alternative investment solutions, as well as comprehensive client advice on all aspects of Wealth Management.
You will be responsible for supporting the Relationship Managers (RMs) and Investment Managers in the day-to-day servicing of clients as well as handling general enquiries from clients and assisting RMs to ensure clients’ needs are met, across booking centres.
You will be processing transactions, account management and providing all round operational support.

YOUR SKILLS AND EXPERIENCE

• Excellent interpersonal and communication skills, both written and verbal, with a positive approach
• Eager to help improve our processes, with a continuous improvement mindset
• Educated to bachelor’s degree level or equivalent qualification/relevant work experience
• Relevant industry experience in client services/private banking support role within Private Client Wealth Management
• Proficient in Microsoft Excel

ABOUT US

Deutsche Bank is the leading German bank with strong European roots and a global network. Click here to see what we do.
Deutsche Bank in the UK is proud to have been named in The Times Top 50 Employers for Gender Equality 2024 for five consecutive years. Additionally, we have been awarded a Gold Award from Stonewall and named in their Top 100 Employers 2024 for our work supporting LGBTQ+ inclusion.
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

• Support the Head of Wealth Planning for the United Kingdom (UK) and Switzerland with the build out of our Wealth Planning services
• Be responsible for organising and help drive intermediary engagement, this will include pipeline and activity management Know Your Client (KYC) and other business requirements
• Assisting in the preparation of client meeting documentation. This can include new pitches, presentations, and bespoke reporting for clients
• Contributing to the growth of the business in cooperation with the RM in prospect & pipeline management
• 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 KYC requirements. Liaising with relevant department to ensure the effective completion of account openings
• Working closely with RMs in the provision and maintenance of periodic client reviews in line with KYC policies and procedures Processing and following-up to completion of all client payment instructions