International Private Bank
7 days ago
**Details of the Division and Team**:
Deutsche Bank’s Wealth Management 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.
Provide a full range of administrative and clerical support to WM Singapore Relationship Center (sub-markets SEA, GSA, NA)
**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 well being 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 & Flexible Working Arrangement
**Your key responsibilities**:
1. On‐boarding of new joiners (For GSA, SEA, NA - All RMs, SAs, IMs)
- Liaise with Business and relevant parties on on‐boarding of new joiners;
- Requisition of hardware, staff access, phone extension, voice recording, allocation of seats, etc.
2. Off‐boarding of leavers (For GSA, SEA, NA - All RMs, SAs, IMs)
- Liaise with Business and relevant parties on off‐boarding of leavers;
- Removal of staff pass, medical card, corporate handset, terminate AMEX card, etc.
3. Business trip arrangements.
- Pre‐Trip: Hotel and Air ticket bookings;
- Arrange restaurant and meeting room reservations for overseas business trips.
4. Prepare expense claim reports in Concur for RMs, IMs, SAs.
- Check & chase for receipts VS AMEX statement;
- Check & chase for supporting documents ‐ Accuracy between pre‐trip approval and post trip, accuracy between the pre‐meal approval and actual meal;
- Input into Concur system;
- Scan & attach in Concur system, submit to approve, and monitor the claims status.
5. AMEX
- Track any outstanding AMEX balances; track leavers on non‐settlement.
6. Order and send gifts to clients. E.g. Moon cake gifts, Christmas hampers, Chinese New Year hampers, Birthday gifts
7. Arrange courier services, meeting room reservations, lunch/dinner reservation for RMs.
8. Assist to print, scan, photocopy, bind, file marketing materials, client and other related documents.
9. Stationery
- Procurement of stationery and copier papers;
- Handle delivery, storage, stock‐take.
10. Account Opening documents
- Procurement account opening documents;
- Handle delivery, storage, stock‐take.
11. Order/ Replenish business name cards (For GSA, SEA, NA - All RMs, SAs, IMs)
- New name cards for new joiners, replenish name cards for existing employees, track vendor delivery and distribution to users.
- Backup for OM for non-RC employees.
**Your skills and experience**:
- Minimum 3-5 years’ administrative experience in a similar role in Wealth Management environment or Financial Services Industry.
- Previous experience with management of expense claims using Concur.
- Familiar with MS Office suite.
- Excellent oral and written English communication skills, demonstrating a passion for quality and attention to detail.
- Good organizational skills and the ability to prioritize work flow, demonstrating flexibility when handling multiple tasks.
- Able to work in a dynamic environment
**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. click here to see what we do.
**Deutsche Bank & Diversity**
Our values define the working environment we strive to create - diverse, supportive and welcoming of different views. We embrace a culture reflecting a variety of perspectives, insights and backgrounds to drive innovation. We build talented and diverse teams to drive business results and encourage our people to develop to their full potential. Talk to us about flexible work arrangements and other initiatives we offer.
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