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Private & Commercial Bank - Sales Coverage Support - Associate
Deutsche Bank APAC
February 15, 2018
Private & Commercial Bank
Deutsche Bank's newly established Private & Commercial Bank (PCB) corporate division combines the bank's expertise in private and commercial banking with Postbank in Germany and Wealth Management in one corporate division.
Both in our home market of Germany and internationally, PCB offers our clients high-quality advice and a wide range of financial services from a single source. These range from comprehensive services for retail clients, to solutions for demanding clients in Private Banking and Wealth Management, to business and commercial client coverage.
The distinct brands of Postbank and Wealth Management, together with Deutsche Bank's private and business clients business, make for a strong pillar at Deutsche Bank: a modern advisory bank distinguished by its capital markets and financing expertise, its strong global network and cutting-edge digital services.
Work closely with Relationship Manager(s) to provide full spectrum of quality and timely client servicing support.
Handling general enquiries from clients
Taking and executing clients' orders, including but not limited to money market, securities and FX transactions
Assisting RMs in all aspects of client services to ensure client needs are met
Preparing and handling of account opening documents and compliance with AML requirements
Preparing credit excess reports
Updating clients' account/investment/market information in the system
Ensuring necessary follow-up actions are promptly taken on various operational matters e.g. deficiency and outstanding documentation
Backing-up other team members as and when required
Providing support to RMs on business administration tasks such as weekly flash and other special projects
Ensuring fit and proper requirements (such as CPT requirement, attending anti-money laundering training, etc) as stipulated by the regulatory requirements are met.
Minimum 5 years of working experience in Private Banking business; more experienced candidates can be considered for AVP level role
Familiar with AML and compliance requirement within Private Banking
Experience in liaising with internal and external clients
Excellent communication and interpersonal skills
Sophisticated, sensitive, polished
Fluent in English, Cantonese and Mandarin
HKMA/SFC License 1
Deutsche Bank offers a challenging and rewarding career where your contribution is valued and rewarded. We have an inclusive and friendly working environment coupled with excellent facilities and benefits.
Deutsche Bank is an equal opportunity employer who seeks to recruit and appoint the best available person for a job regardless of marital status, sex (including pregnancy), age, religion, belief, race, nationality and ethnic or national origin, colour, sexual orientation or disability.