At a Glance
- Tasks: Support Wealth Planning services and manage client engagement activities.
- Company: Deutsche Bank Wealth Management, a leader in investment solutions.
- Benefits: Hybrid work model, competitive salary, 30 days holiday, and health benefits.
- Other info: Diverse workplace with opportunities for volunteering and CSR involvement.
- Why this job: Join a dynamic team and make a real impact in wealth management.
- Qualifications: Strong communication skills and relevant experience in client services.
The predicted salary is between 50000 - 60000 £ per year.
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 to discuss.
Client Service Executive - Private Bank in London employer: Deutsche Bank AG
Deutsche Bank Wealth Management is an exceptional employer, offering a dynamic work environment in London that fosters professional growth and collaboration. With a hybrid working model, competitive benefits including generous holiday allowances, and a commitment to diversity and inclusion, employees are empowered to thrive both personally and professionally while contributing to meaningful client relationships in the private banking sector.
StudySmarter Expert Advice🤫
We think this is how you could land Client Service Executive - Private Bank in London
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We think you need these skills to ace Client Service Executive - Private Bank in London
Some tips for your application 🫡
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How to prepare for a job interview at Deutsche Bank AG
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Deutsche Bank AG.
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Before your interview, reach out to current or former Deutsche Bank AG employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
