High Net Worth Client Relationship Manager
2 weeks ago
About Deutsche Bank
We are one of the leading wealth managers worldwide, offering a broad range of traditional and alternative investment solutions. Our team creates lasting value for clients through bespoke solutions, including wealth planning across successive generations and international borders, asset management with individual risk management, loans and deposits.
The Role
As a Client Service Executive, you will support Relationship Managers (RMs) and Investment Managers (IMs) in servicing high net worth clients. This includes processing transactions, resolving account/payment problems, and providing operational support. You will be part of a centralized team reporting to a local manager.
Your Key Responsibilities
- Client Support: Provide excellent service to high net worth clients to achieve client retention and handle daily business-as-usual tasks.
- Desk Administration: Understand all desk administration and manage meetings and travel arrangements for RMs.
- Client Relationships: Assist RMs in maintaining account relationships and understand client requirements.
- Instruction Initiation: Act as the client key interface for initiating clients' instructions, monitoring funds for payment, preparing clients' fax instructions, forms, and loan disbursement instructions.
- Issue Escalation: Develop an understanding of governing regulatory framework and escalate issues to Management in a timely fashion.
Your Skills and Experience
- 7+ years of experience in client service executive or assistant relationship manager roles for AVP level.
- Working experience from Private Banking or Wealth Management business is a must.
- Strong team player with ability to meet tight deadlines and multi-task.
- Self-motivated and goal-oriented, with a 'can do' personality to work in a high-paced environment.
- Fluent (written and oral) in English.
- Meticulous, methodical, and concise, with a strong attention to detail.
- Relevant local licenses and qualifications such as CACS Paper 1 and 2 is a must.
Benefits
- Flexible benefits plan including virtual doctor consultation services.
- Comprehensive leave benefits.
- Gender Neutral Parental Leave.
- Flexible working arrangements.
- 25 days of annual paid leave, plus public holiday & Flexible Working Arrangement.
Salary: $80,000 - $120,000 per annum, depending on experience.
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