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- Tasks: Support Relationship Managers in client servicing and operational tasks.
- Company: Deutsche Bank is a leading global bank with a strong focus on diversity and inclusion.
- Benefits: Enjoy hybrid working, competitive salary, 30 days holiday, and flexible perks.
- Why this job: Join a supportive culture that values development and social impact through CSR initiatives.
- Qualifications: Bachelor's degree or relevant experience in client services; strong communication skills required.
- Other info: Opportunities for training, coaching, and volunteering leave available.
The predicted salary is between 36000 - 60000 £ per year.
Job Description:
Job Title Client Service Executive
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 and alternative investment 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 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, across booking centres.
You will be processing transactions, account management 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 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 help drive intermediary engagement, this will include pipeline and activity management Know Your Client (KYC) and other business requirements
- Assisting in the preparation of client meeting documentation. This can include new pitches, presentations, and bespoke reporting for clients
- Contributing to the growth of the business in cooperation with the RM in prospect & pipeline management
- Managing the start to finish process of opening accounts. Ensuring that the correct documentation has been obtained from Clients and RM in line with associated KYC requirements. Liaising with relevant department to ensure the effective completion of account openings
- 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 instructions
Your skills and experience
- Excellent interpersonal and communication skills, both written and verbal, with a positive approach
- Eager to help improve our processes, with a continuous improvement mindset
- Educated to bachelor’s degree level or equivalent qualification/relevant work experience
- Relevant industry experience in client services/private banking support role within Private Client Wealth Management
- Proficient in Microsoft Excel
How we’ll support you
- Training and development to help you excel in your career
- 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
- 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 (for example, 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 have been named in The Times Top 50 Employers for Gender Equality 2024 for five consecutive years. Additionally, we have been awarded a Gold Award from Stonewall and named in their Top 100 Employers 2024 for our work supporting LGBTQ+ inclusion.
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.
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Client Service Executive employer: Deutsche Bank
Contact Detail:
Deutsche Bank Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Service Executive
✨Tip Number 1
Familiarise yourself with Deutsche Bank's Wealth Management services. Understanding their offerings will help you engage more effectively during interviews and demonstrate your genuine interest in the role.
✨Tip Number 2
Network with current or former employees of Deutsche Bank, especially those in client service roles. They can provide valuable insights into the company culture and expectations, which can be beneficial for your application.
✨Tip Number 3
Brush up on your knowledge of KYC processes and compliance regulations. Being well-versed in these areas will show that you are prepared to handle the responsibilities of the Client Service Executive role.
✨Tip Number 4
Prepare examples of how you've improved processes in previous roles. Highlighting your continuous improvement mindset will resonate well with the hiring team, as they value candidates who can contribute to operational efficiency.
We think you need these skills to ace Client Service Executive
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Client Service Executive at Deutsche Bank. Familiarise yourself with the key tasks such as supporting Relationship Managers and processing transactions.
Tailor Your CV: Customise your CV to highlight relevant experience in client services or private banking support. Emphasise your interpersonal and communication skills, as well as any experience with KYC processes.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention specific reasons why you want to work at Deutsche Bank and how your skills align with their values and mission.
Proofread Your Application: Before submitting, carefully proofread your application materials. Check for spelling and grammatical errors, and ensure that all information is clear and concise. A polished application reflects your attention to detail.
How to prepare for a job interview at Deutsche Bank
✨Showcase Your Interpersonal Skills
As a Client Service Executive, excellent communication is key. Be prepared to demonstrate your interpersonal skills during the interview by engaging in active listening and responding thoughtfully to questions.
✨Highlight Relevant Experience
Make sure to discuss any previous roles in client services or private banking. Share specific examples of how you've supported clients and improved processes, as this will resonate well with the interviewers.
✨Prepare for KYC Discussions
Since Know Your Client (KYC) is a crucial part of the role, brush up on your knowledge of KYC requirements and be ready to discuss how you would manage client documentation and compliance effectively.
✨Demonstrate a Continuous Improvement Mindset
The job description mentions a desire for candidates who are eager to improve processes. Think of examples where you've identified inefficiencies and implemented changes, and be ready to share these during your interview.
