Private Bank - Client Service Executive, Global South Asia - Associate
Job ID: R0361306
Full/Part-Time: Full-time
Regular/Temporary: Regular
Listed: 2024-11-25
Location: Singapore
Position Overview
Details of the Division and Team
Deutsche Bank’s Private Bank 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 is 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-around operational support. The role will sit in a centralized team reporting to a local manager.
What we will 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 days of annual paid leave, plus public holiday
Your key responsibilities
- Support Private Banker to provide excellent service to high net-worth clients to achieve client retention and 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
- Minimum of 3-5 years of relevant client service executive and sales support experience supporting the relationship managers at Associate level
- Working experience from Private Banking or Wealth Management business is a must
- Strong team player, also able to meet tight deadlines and multi-task
- Self-motivated and goal-oriented with a ‘can do’ personality, who is able to work in a high-paced environment
- Meticulous, methodical and concise, with a strong attention to detail coupled with a good sense of integrity
- Relevant local licenses and qualifications such as CACS Paper 1 and 2 is a must
Role is required to be performed on-site at One Raffles Quay office. Relevant vaccination requirement may apply.
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
- Training and development to help you excel in your career
About us and our teams
Deutsche Bank is the leading German bank with strong European roots and a global network. We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively. Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group. We welcome applications from all people and promote a positive, fair and inclusive work environment.