Job Title Client Service Executive
Location London
Corporate Title Associate
In this role as Client Service Executive within 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.
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 centre.
Hybrid Working
We understand that employee expectations and preferences are changing. We have implemented a Hybrid Working Model that enables employees to reach a working pattern that works for them. Eligible employees have the opportunity to work from the office and remotely from home (subject to the role’s eligibility).
You can expect:
- Competitive salary and non-contributory pension
- 30 days’ holiday plus bank holidays, with the option to purchase additional days
- Life Assurance and Private Healthcare for you and your family
- A range of flexible benefits including Retail Discounts, a Bike4Work scheme and Gym benefits
- The opportunity to support a wide ranging CSR programme + 2 days’ volunteering leave per year
Your key responsibilities
- 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 Know Your Client (KYC) requirements. Liaising with relevant department to ensure the effective completion of account openings in a timely manner
- Working closely with RMs in the provision and maintenance of periodic client reviews in line with KYC policies and procedures
- Managing the initial booking/drawdown of both new Credit Facilities and Deposits and subsequent loan roll-overs. Liaising with clients and with the relevant members of staff to ensure the Credit Reviews and Loan Covenants are met in a timely and professional manner
- Processing and following-up to completion of all client payment instructions in a professional and timely manner
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 Excel
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
- We value diversity and as an equal opportunities’ employer, we make reasonable adjustments for those with a disability such as the provision of assistive equipment if required (for example, screen readers, assistive hearing devices, adapted keyboards)
About us and our teams
Deutsche Bank is the leading German bank with strong European roots and a global network.
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.
