Wealth Management - Client Service Executive - NCT / Associate / Assistant Vice President
Deutsche Bank
Application
Details
Posted: 19-Jun-24
Location: Singapore, Singapore
Type: Full-time
Salary: Open
Internal Number: 20758707
Job Description:
Details of Division and Team:
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. We specialize in developing bespoke solutions for our clients around the world, for instance wealth planning across successive generations and international borders, asset management with individual risk management, loans and deposits
The business are looking for a Client Service Executive to support the Relationship Managers (RMs) and Investment Managers (IMs) in the day to day servicing of clients through processing transactions, resolving account/payment problems and providing all round operational support. The role will sit in a centralized team reporting to a local manager.
What we'll offer you
A healthy, engaged and well-supported workforce are 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:
Flexible benefits plan including virtual doctor consultation services
Comprehensive leave benefits
Gender Neutral Parental Leave
Flexible working arrangements
21/25 days of annual paid leave, plus public holiday and flexible working arrangements
Your key responsibilities
Support Private Banker to provide excellent service to high net-worth clients so as to achieve client retention, and be able to handle daily business-as-usual tasks within the desk and market
Understanding of all desk administration and ability to manage the meetings and travel arrangements of Private Bankers
Understand client requirements and assist Private Bankers in daily maintenance of account relationships
Act as the client key interface over initiation of clients' instructions, monitor funds for payment, prepare clients' fax instructions, forms and loan disbursement instruction
Ability to understand issues and appropriately escalate to Management in a timely fashion
Develop good understanding of the governing regulatory framework, including but not limited to applicable confidentiality/secrecy/data protection regulations and cross border rules where relevant
Your skills and experience
Strong team player, also able to meet tight deadlines and multi-task
Self-motivated and goal orientated and a 'can do' personality, who is able to work in a high paced environment
Fluent (written and oral) in English; other languages are a plus
Meticulous, methodical and concise, with a strong attention to detail
3- 7 or more years of relevant investment experience, dependent on corporate title, coupled with a good sense of integrity
Relevant local licenses and qualifications
Role is required to be performed on-site at One Raffles Quay office. Relevant vaccination requirement applies."
How we'll support you
Training and development to help you excel in your career
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