At a Glance
- Tasks: Support Relationship Managers and Investment Managers in client servicing and operational support.
- Company: Deutsche Bank, a leading global wealth management firm.
- Benefits: Hybrid working, competitive salary, 30 days holiday, and private healthcare.
- Other info: Embrace a culture of continuous learning and diverse workplace.
- Why this job: Join a dynamic team and make a real impact in wealth management.
- Qualifications: Bachelor's degree or relevant experience in client services/private banking.
The predicted salary is between 40000 - 50000 € per year.
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
- 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.
- 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.
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. Deutsche Bank in the UK is proud to be named in The Times Top 50 Employers for Gender Equality and has been awarded a Gold Award 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 on adjustmentsconcierge@db.com to discuss.
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.
Client Service Executive - Private Bank in London employer: Deutsche Bank
Deutsche Bank is an exceptional employer, offering a dynamic work environment in the heart of London where employee development and wellbeing are prioritised. With competitive salaries, generous holiday allowances, and a commitment to flexible working arrangements, employees can thrive both professionally and personally. The culture fosters continuous learning and inclusivity, making it an ideal place for those seeking meaningful careers in wealth management.
StudySmarter Expert Advice🤫
We think this is how you could land Client Service Executive - Private Bank in London
✨Tip Number 1
Network like a pro! Reach out to current employees at Deutsche Bank on LinkedIn or through mutual connections. A friendly chat can give you insider info and might just get your foot in the door.
✨Tip Number 2
Prepare for the interview by researching the company culture and values. Show us that you understand what makes Deutsche Bank tick, and how you can contribute to their success in client service.
✨Tip Number 3
Practice your communication skills! As a Client Service Executive, you'll need to impress with your interpersonal abilities. Role-play common interview questions with a friend to boost your confidence.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows us you’re serious about joining the team at Deutsche Bank.
We think you need these skills to ace Client Service Executive - Private Bank in London
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Client Service Executive role. Highlight your relevant experience in client services and private banking, and show us how your skills align with what we're looking for.
Show Off Your Communication Skills:Since excellent interpersonal and communication skills are key for this role, don’t shy away from showcasing these in your written application. Use clear, concise language and a positive tone to reflect your approach.
Highlight Your Problem-Solving Mindset:We love candidates who are eager to improve processes! In your application, share examples of how you've contributed to continuous improvement in previous roles. This will show us that you’re proactive and ready to make an impact.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands and shows us you're serious about joining our team at Deutsche Bank.
How to prepare for a job interview at Deutsche Bank
✨Know Your Role
Before the interview, make sure you thoroughly understand the responsibilities of a Client Service Executive. Familiarise yourself with the key tasks like supporting Relationship Managers and processing transactions. This will help you demonstrate your knowledge and show that you're genuinely interested in the role.
✨Showcase Your Communication Skills
Since excellent interpersonal and communication skills are crucial for this position, prepare examples from your past experiences where you've effectively communicated with clients or colleagues. Practising these scenarios can help you articulate your thoughts clearly during the interview.
✨Demonstrate a Continuous Improvement Mindset
The job description mentions a desire for someone eager to improve processes. Think of specific instances where you've identified inefficiencies and proposed solutions. This will highlight your proactive approach and align with the company's values.
✨Prepare Questions
At the end of the interview, you'll likely have the chance to ask questions. Prepare thoughtful queries about the team dynamics, the hybrid working model, or the company's approach to client service. This shows your enthusiasm and helps you gauge if the company is the right fit for you.
