Sales Coverage Support Analyst - Associate - Assistant Vice President
Deutsche Bank
Application
Details
Posted: 19-Jun-24
Location: New York, New York
Type: Full-time
Salary: Open
Internal Number: 20785331
Job Description:
Job Title Sales Coverage Support Analyst
Corporate Title Associate - Assistant Vice President
Location New York, NY
(ALL ROLES TO BE CONSIDERED)
Overview
As a Sales Coverage Support Analyst, you will provide fundamental support to the Team Heads/Relationship Manager(s) - [RM] and Investment Managers (IM) to assist in the day-to-day business activities in all aspects of client servicing and operational support. You will function as the primary point of contact for RM and UHNW clients in Latin America for all operational requests by liaising with key stakeholders at the Booking Centre. You will be responsible for timely action on requests and issue resolution to meet the client's needs.
What We Offer You
A diverse and inclusive environment that embraces change, innovation, and collaboration
A hybrid working model, allowing for in-office / work from home flexibility, generous vacation, personal and volunteer days
Employee Resource Groups support an inclusive workplace for everyone and promote community engagement
Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefit
Educational resources, matching gift, and volunteer programs
What You'll Do
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
Assist RM in new account opening process -preparation of comprehensive account opening pack for submission to onboarding team post client signature and process account opening with the Client Onboarding Team
Ensure all operational tasks related to client accounts are completed in a timely manner to ensure satisfactory service levels to clients
Remain current and thorough on operational processes, services, and firm's systems/applications
Fostering strong working relationships across coverage, product, and infrastructure divisions
Ensure back up responsibilities in the absence of other support staff to ensure business continuity
Skills You'll Need
Must be fluent in English and Spanish (written and verbal) (or Portuguese where relevant)
Key work experience within the Banking Industry, preferably in a client facing function, ideally within the Wealth Management space
Excellent teamwork skills and the ability to work in virtual global teams and a matrix organization
Ability to demonstrate good time management and problem-solving skills by multitasking in a fast-paced environment
Should be assertive, analytical, organized, and flexible
Skills That Will Help You Excel
Bachelor's degree or equivalent
Extensive experience in Wealth Management or in a sales support role
Series 7, 63 Financial Industry Regulatory Authority license
Proficient with Microsoft Word, Excel (V-Lookup/Pivot Tables), PowerPoint and Outlook
Self-motivated to learn, strong team player and adaptable to change
Expectations
It is the Bank's expectation that employees hired into this role will work in the New York office in accordance with the Bank's hybrid working model.
Deutsche Bank provides reasonable accommodations to candidates and employees with a substantiated need based on disability and/or religion.
The salary range for this position in New York City is $70,000 to $130,000. Actual salaries may be based on a number of factors including, but not limited to, a candidate's skill set, experience, education, work location and other qualifications. Posted salary ranges do not include incentive compensation or any other type of renumeration.
Deutsche Bank Values & Diversity
We believe talent is found in all cultures, countries, races, ethnicities, genders, sexual orientations, disabilities, beliefs, generations, backgrounds, and experiences. We pursue a working environment where everyone can be authentic and feel a sense of belonging. Click here to find out more about our diversity and inclusion efforts.
We are an Equal Opportunity Employer - Veterans/Disabled and other protected categories.
Learn more about your life at DB through the eyes of our current employees: https://careers.db.com/life
The California Consumer Privacy Act outlines how companies can use personal information. If you are interested in receiving a copy of Deutsche Bank's California Privacy Notice please email HR.Direct@DB.com .
Deutsche Bank Benefits
At Deutsche Bank, we recognize that our benefit programs have a profound impact on our colleagues. That's why we are focused on providing benefits and perks that enable our colleagues to live authenti-cally and be their whole selves, at every stage of life. We provide access to physical, emotional, and financial wellness benefits that allow our colleagues to stay financially secure and strike balance between work and home. Click here to learn more!
Click these links to view the following notices: EEO is the Law poster and supplement ; Employee Rights and Responsibilities under the Family and Medical Leave Act ; Employee Polygraph Protection Act and Pay Transparency Nondiscrimination Provision
#LI-HYBRID
#LI-REMOTE
#LI-ONSITE
Our values define the working environment we strive to create - diverse, supportive and welcoming of different views. We embrace a culture reflecting a variety of perspectives, insights and backgrounds to drive innovation. We build talented and diverse teams to drive business results and encourage our people to develop to their full potential. Talk to us about flexible work arrangements and other initiatives we offer.
We promote good working relationships and encourage high standards of conduct and work performance. We welcome applications from talented people from all cultures, countries, races, genders, sexual orientations, disabilities, beliefs and generations and are committed to providing a working environment free from harassment, discrimination and retaliation.
Visit Inside Deutsche Bank to discover more about the culture of Deutsche Bank including Diversity, Equity & Inclusion, Leadership, Learning, Future of Work and more besides.
We are an Equal Opportunity Employer - Veterans/Disabled and other protected categories. Click these links to view the following notices: EEO is the Law poster and supplement ; Employee Rights and Responsibilities under the Family and Medical Leave Act ; Employee Polygraph Protection Act and Pay Transparency Nondiscrimination Provision .