Private Bank - Client Service Executive, Middle East - AVP

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:

A healthy, engaged and well-supported workforce is better equipped to do their best work and, more importantly, enjoy their lives inside and outside the workplace. That’s why we are committed to providing an environment with your development and wellbeing at its center.

You can expect:

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. Possess good knowledge for review and preparation of client signed quality packs including Booking Centre documents to be submitted to local CLM team for New Account opening.

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.

Participate in all AM group projects and meetings. Handle any regulatory/non-regulatory projects within the stipulated deadlines.

Liaise with IT for arranging any Video conference meetings/calls.

Ensure back-up responsibilities in the absence of other support staff to ensure business continuity.

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

How we’ll support you:

Flexible working to assist you balance your personal priorities

Coaching and support from experts in your team

A culture of continuous learning to aid progression

A range of flexible benefits that you can tailor to suit your needs

Training and development to help you excel in your career

About us and our teams:

Deutsche Bank is the leading German bank with strong European roots and a global network. click here to see what we do.

Deutsche Bank & Diversity

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.