Job Description: Job Title Client Service Executive Location London Corporate Title Associate Deutsche Bank Wealth Management is one of the largest Wealth managers worldwide.
We offer a broad range of traditional and alternative investment solutions, as well as comprehensive client advice on all aspects of 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.
Hybrid Working We understand that employee expectations and preferences are changing.
We have implemented a Hybrid Working Model that enables eligible employees to work remotely for a part of their working time and reach a working pattern 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 Working closely with RMs in the provision and maintenance of periodic client reviews in line with KYC policies and procedures Processing and following-up to completion of all client payment instructions 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 Training and development to help you excel in your career 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 About us Deutsche Bank is the leading German bank with strong European roots and a global network.
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