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Private Bank - Client Service Executive - Associate / AVP

Deutsche BankHong Kong, Intl Commerce Ctr

30+ days ago

Job description

Description

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 are looking for Client Service Executives 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 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 :

Competitive Salary and non-contributory pension
20 days annual leave plus generous number of public holidays
Life Assurance and Private Healthcare for you and your family
A range of flexible benefits including retail discounts, gym benefits, wellbeing incentives
The opportunity to support a wide ranging CSR program plus take volunteering leave days

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 meetings and all arrangements related to the meeting.

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

5 or more years of relevant client service executive / sales support / assistant relationship manager & investment experience at AVP level. Individuals with less experience will be considered at Associate level.

Working experience from the 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 orientated and a ‘can do’ personality, who is able to work in a high paced environment

Fluency (written and oral) in English and other language such as the Chinese languages, used in the target coverage market required due to engagement with Chinese client group.

Meticulous, methodical and concise, with a strong attention to detail

Relevant investment experience, coupled with a good sense of integrity

Relevant local licenses and qualifications

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

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Private Bank Service • Hong Kong, Intl Commerce Ctr