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Client Service Executive

2 months ago

Singapore Deutsche Bank Full time

About Deutsche Bank's Wealth Management Business

We are one of the largest wealth managers worldwide, offering 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.

Job Summary

We are looking for a Client Service Executive to support our 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.

Key Responsibilities

  • Support Private Bankers 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 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.

Requirements

  • Strong team player, also able to meet tight deadlines and multi-task.
  • Self-motivated and goal-oriented and a 'can-do' personality, who is able to work in a high-paced environment.
  • Fluent (written and oral) in English; other languages are a plus.
  • Meticulous, methodical and concise, with a strong attention to detail.
  • 3-7 or more years of relevant investment experience, dependent on corporate title, coupled with a good sense of integrity.
  • Relevant local licenses and qualifications.

What We Offer

  • Training and development to help you excel in your career.
  • 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.