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- Tasks: Support internal clients with day-to-day needs in wealth management and problem-solving.
- Company: Join Deutsche Bank, a leading global bank with a commitment to diversity and inclusion.
- Benefits: Flexible working, tailored benefits, and professional development opportunities.
- Why this job: Make a real impact in wealth management while developing your career in a supportive environment.
- Qualifications: Degree level education and experience in private banking or wealth management required.
- Other info: Dynamic team culture with a focus on collaboration and excellence.
The predicted salary is between 36000 - 60000 £ per year.
As a Service Executive you will service internal clients (Relationship Managers "RMs" and Client Service Executives "CSEs") in the management of their day-to-day needs. In general this includes solving problems and providing lending and payments administrative and operational support.
Your key responsibilities
- Proactive liaising with Front office and lending colleagues to determine Loan pipeline, process loan rollovers and loan drawdowns.
- Use the Credit Approval and Documentation Tool to input front-office requests for Lombard limits and use of Avaloq (core banking platform) to facilitate loan processing.
- Process client instructions such as payments, security transfers, within established deadlines and set up new portfolios for new and existing clients. Completion of static data changes in Avaloq (core banking system used) and apply the correct attributes to each.
- Set up pricing conditions to client portfolios to ensure the correct fees are being applied to client accounts.
- Research, follow up, and resolve client inquiries through effective interaction with RMs and CSEs and the respective departments of the bank and close accounts, ensuring that the proper documentation has been obtained.
- Proactively look to streamline processes and promote initiatives to improve both client experience and remove internal deficiencies as well as adhering to all regulatory and compliance policies and procedures to mitigate risks and ensure that the Bank is fully protected.
Your skills and experience
- Educated to degree level or equivalent qualification and/or work experience.
- Experience in a Private Banking / Wealth Management support function mandatory and previous experience in using Avaloq or similar core banking systems.
- Good understanding of Wealth Management products, services and regulatory environment.
- Proven ability to handle high volumes of work accurately, under pressure and with tight deadlines.
- Positive, can-do attitude, proactive self-starter.
- High degree of professionalism, ownership and accountability.
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 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. Deutsche Bank in the UK is proud to have been named The Times Top 50 Employers for Gender Equality 2025 for six 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.
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 how we can best support you. Alternatively, you can share your phone number, and a member of the team will be happy to call you to talk through your specific requirements.
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.
Wealth Management Service Executive in London employer: Deutsche Bank
Contact Detail:
Deutsche Bank Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Management Service Executive in London
✨Tip Number 1
Network like a pro! Reach out to current employees at Deutsche Bank or in the wealth management sector. A friendly chat can give you insider info and might even lead to a referral.
✨Tip Number 2
Prepare for the interview by brushing up on your knowledge of Avaloq and other core banking systems. Show us you know your stuff and can hit the ground running!
✨Tip Number 3
Practice your problem-solving skills. Think of examples where you've streamlined processes or improved client experiences. We love a proactive self-starter!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining our team.
We think you need these skills to ace Wealth Management Service Executive in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Wealth Management Service Executive role. Highlight relevant experience, especially in Private Banking or Wealth Management support functions, and don’t forget to mention any familiarity with Avaloq or similar systems.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the role. Mention your proactive attitude and how you’ve successfully handled high volumes of work under pressure in the past.
Showcase Your Problem-Solving Skills: In your application, give examples of how you've solved problems in previous roles. This is key for a Service Executive, so demonstrate your ability to liaise effectively with teams and streamline processes.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and ensure it gets the attention it deserves!
How to prepare for a job interview at Deutsche Bank
✨Know Your Stuff
Make sure you brush up on your knowledge of Wealth Management products and services. Familiarise yourself with the core banking systems like Avaloq, as well as the regulatory environment. This will show that you're not just a candidate, but someone who understands the industry.
✨Show Your Problem-Solving Skills
As a Service Executive, you'll be solving problems for internal clients. Prepare examples from your past experiences where you've successfully resolved issues or streamlined processes. This will demonstrate your proactive attitude and ability to handle high volumes of work under pressure.
✨Practice Your Communication
Effective communication is key in this role. Think about how you can clearly articulate your thoughts and ideas. You might even want to practice with a friend or family member, focusing on how you would interact with Relationship Managers and Client Service Executives.
✨Emphasise Your Team Spirit
Collaboration is crucial in this position. Be ready to discuss how you've worked effectively within a team in the past. Highlight any experiences where you’ve taken ownership and accountability, as well as how you’ve contributed to a positive team environment.