Private Bank - Client Service Executive, Global South Asia - Associate

Private Bank – Client Service Executive, Global South Asia – Associate

Join Deutsche Bank in a private banking role where you will provide fundamental support to Relationship Managers (RM) and Investment Managers (IM) across all aspects of client servicing and operational support.

Act as the primary point of contact for RM and client for all operational requests by liaising with key stakeholders at the Booking Centre (Cross Border desk, iCAT, Client onboarding, Operations, COO, Business Management, Trading teams, etc.) and locally (Business Management, Client onboarding, Investment Advisory teams) as appropriate. Ensure timely action on requests and service requirements to meet client and RM needs.

• Handle and respond to RM requests and client queries related to account documentation, balances, maintenance activity, statements, security transfers, and general product/service information.
• Receive and confirm client instructions related to remittances and account maintenance, liaising with the booking centre within acceptable timelines.
• Attend client meetings with RM when required to provide support and meet client requirements.
• Take and execute client orders (money market, capital market transactions).
• Follow up with clients to execute term sheets and other account/trade related documents.

• Assist RM in new account opening process – prepare comprehensive account opening pack for submission to onboarding team after client signature.
• Assist RM in liaising with the Booking Centre iCAT/AFC/DIFC OBS/KYC Review Team/DIFC AFC for follow-up or additional documentation.
• Seek relevant approvals and arrange video conference meetings/calls as required.
• Follow up on Booking Centre/DIFC document deficiencies promptly to help RMs achieve Key Risk Indicators.
• Execute periodic fee run to ensure RMs are informed of insufficient balances.
• Input call reports from RM into system and maintain call report records in protected group shared folders.
• Provide assistance in managing loan covenants and processing periodic rolling of all Structured Loans, Lombard Loans and Time Deposits.
• Ensure regulatory framework compliance and uphold policies to mitigate risks.
• Maintain operational process knowledge and system/application proficiency.
• Liaise with RM/IA to ensure voice logs are completed and approvals are obtained for reporting.
• Raise credit facility requests, assist RM with credit advance ratio levels and client-specific AR requests.
• Provide regular updates to RMs regarding credit facilities and prepare credit excess reports.
• Input daily trades within cut-off times for trade reconciliation.
• Help manage margin calls with Credit and Cross Border Desk in collaboration with RM.
• Resolve trade/non-trade incidents with Cross Border Desk, reporting to Business Manager / Team Head.
• Process inward/outward cash and security transfer instructions with approvals and follow‑up, including trade archival.
• Support RMs in post‑sales tasks, marketing event invitations and approvals.
• Follow up for pre‑trade, post‑trade execution and confirmation, renewal of expired orders to enable reporting.
• Provide full administrative support to Head of cross border and immediate team, backing up team members as required.
• Handle daily mailing of documentation to relevant booking centres.
• Update and follow up on deficiency reports in RISK MIS Tool monthly, resolving all deficiencies promptly.
• Complete remediation projects within stipulated deadlines.
• Highlight suspicious activity or complaints to Head of Business/Business Manager promptly.
• Plan and handover leave to supervisor and backup SAs for business continuity.
• Participate in all SE group projects and meetings, handling regulatory/non‑regulatory projects on time.
• Stay current with relevant KOPs at Booking Centre and DIFC and keep up‑to‑date on process enhancements and approval templates.

• Life Insurance
• Accidental Death Insurance
• Permanent Partial Disability Insurance
• Private Medical Insurance for you, your spouse, and dependent children
• Flexible working arrangements
• 30 days of annual paid leave, plus public holidays
• DB contributions to DIFC Employee…