Client Service Executive – Private Bank Full Time

Position OverviewJob Title: Client Service ExecutiveLocation: LondonCorporate Title: Associate/AVPDeutsche 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 YouA 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 themCompetitive salary and non-contributory pension30 days’ holiday plus bank holidays, with the option to purchase additional daysLife Assurance and Private Healthcare for you and your familyA range of flexible benefits including Retail Discounts, a Bike4Work scheme and Gym benefitsThe opportunity to support a wide ranging CSR programme + 2 days’ volunteering leave per yearYour Key ResponsibilitiesSupport the Head of Wealth Planning for the United Kingdom (UK) and Switzerland with the build out of our Wealth Planning servicesBe responsible for organising and help drive intermediary engagement, this will include pipeline and activity management Know Your Client (KYC) and other business requirementsAssisting in the preparation of client meeting documentation. This can include new pitches, presentations, and bespoke reporting for clientsContributing to the growth of the business in cooperation with the RM in prospect & pipeline managementManaging 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 openingsWorking 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 instructionsYour Skills And ExperienceExcellent interpersonal and communication skills, both written and verbal, with a positive approachEager to help improve our processes, with a continuous improvement mindsetEducated to bachelor’s degree level or equivalent qualification/relevant work experienceRelevant industry experience in client services/private banking support role within Private Client Wealth ManagementProficient in Microsoft ExcelHow We’ll Support YouTraining and development to help you excel in your careerFlexible working to assist you balance your personal prioritiesCoaching and support from experts in your teamA culture of continuous learning to aid progressionA range of flexible benefits that you can tailor to suit your needsWe 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 UsDeutsche 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 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.