Client Service Executive – Private Bank

Job Description:

Job Title: Client Service Executive – Private Bank

Location: London

Corporate Title: Assistant Vice President

Deutsche Bank Wealth Management is one of the largest Wealth managers worldwide. We offer a broad range of traditional / alternative investment and lending solutions as well as comprehensive client advice on all aspects of Wealth Management.

You will be responsible for supporting the Relationship Managers (RMs) and Investment Managers (IMs) in the day-to-day servicing of clients as well as handling general enquiries from clients and assisting RMs to ensure clients’ needs are met.

You will be responsible for processing transactions, all aspects of account opening and administration and providing all-round operational support..

What we’ll 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 centre.

You can expect:  

• Hybrid Working - we understand that employee expectations and preferences are changing. We have implemented a model that enables eligible employees to work remotely for a part of their working time and reach a working pattern that works for them
• Competitive salary and non-contributory pension
• 30 days’ holiday plus bank holidays, with the option to purchase additional days
• Life Assurance and Private Healthcare for you and your family
• A range of flexible benefits including Retail Discounts, a Bike4Work scheme and Gym benefits
• The opportunity to support a wide ranging CSR programme + 2 days’ volunteering leave per year

Your key responsibilities

• Support a team of RMs in the United Kingdom (UK) with the build out of their client base
• Managing Account Opening process for the team by ensuring that the correct documentation has been obtained in line with associated KYC (Know Your Client) requirements
• Liaising with relevant department to ensure the effective and timely completion of account opening
• Liaising with clients to provide ongoing client service through all areas of account maintenance and administrative
• Working closely with RMs in the provision and maintenance of periodic client reviews in line with KYC policies and procedures Processing and following-up to completion of all client payment instruction
• Contributing to the growth of the business in cooperation with the RM in prospect & pipeline management

Your skills and experience

• Excellent interpersonal and communication skills, both written and verbal with a positive attitude and strong work ethic
• Client focused, responsive and attentive to detail
• Relevant industry experience in support role within Private Banking / Wealth Management
• A growth and change mindset – with a focus on optimisation and efficiency of processes where the opportunity arises
• Educated to bachelor’s degree level or equivalent qualification/relevant work experience
• Proficient in Microsoft Office suite and experience using Co-pilot
• Proven ability to leverage AI tools to enhance productivity, optimise workflows to solve business problems, while applying critical judgment to ensure responsible and ethical use of data and AI outputs

How we’ll support you

• Training and development to help you excel in your career
• A culture of continuous learning to aid progression
• A range of flexible benefits that you can tailor to suit your needs
• We value diversity and as an equal opportunities’ employer, we make reasonable adjustments for those with a disability such as the provision of assistive equipment if required (e.g. screen readers, assistive hearing devices, adapted keyboards)

About us

Deutsche Bank is the leading German bank with strong European roots and a global network. Click here to see what we do.

Deutsche Bank in the UK is proud to be named in The Times Top 50 Employers for Gender Equality and has been awarded a Proud Employer Trailblazer Status from Stonewall and named in their Top 100 Employers.

If you have a disability, health condition, or require any adjustments during the application process, we encourage you to contact our Adjustments Concierge at adjustmentsconcierge@db.com to discuss. For more information about our recruitment process and available adjustments, please visit our Hiring Experience page. 

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.