Job Title: Client Service Executive
Location: London
Corporate Title: Associate/AVP
Company Overview
Deutsche Bank Wealth Management offers a broad range of traditional and alternative investment solutions, as well as comprehensive client advice on all aspects of Wealth Management.
Responsibilities
- Support the Head of Wealth Planning for the United Kingdom (UK) and Switzerland with the build out of our Wealth Planning services
- Be responsible for organising and helping drive intermediary engagement, including pipeline and activity management
- Know Your Client (KYC) and other business requirements
- Assist in the preparation of client meeting documentation, including new pitches, presentations, and bespoke reporting for clients
- Contribute to the growth of the business in cooperation with the RM in prospect and pipeline management
- Manage the start‑to‑finish process of opening accounts, ensuring the correct documentation has been obtained from clients and RMs in line with KYC requirements
- Liaise with relevant departments to ensure the effective completion of account openings
- Work closely with RMs in the provision and maintenance of periodic client reviews in line with KYC policies and procedures
- Process and follow up to completion of all client payment instructions
Qualifications & Skills
- Excellent interpersonal and communication skills, both written and verbal, with a positive approach
- Eager to help improve processes, with a continuous improvement mindset
- Bachelor’s degree level education or equivalent qualification/relevant work experience
- Relevant industry experience in client services/private banking support role within Private Client Wealth Management
- Proficiency in Microsoft Excel
Benefits
- Hybrid working model allowing remote work for part of the working time
- 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
- Flexible benefits including retail discounts, a Bike4Work scheme, and gym benefits
- Opportunity to support CSR programmes and 2 days volunteering leave per year
Equal Opportunities
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).
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.
