Private Bank - Client Service Executive, Middle East - AVP

Position Overview Details of the Division and Team:

Deutsche Bank's Private Bank corporate division combines the bank's expertise in private banking with Postbank corporate division in Germany, the Private and Commercial Bank International and Wealth Management in one.

Deutsche Bank’s Wealth Management business is one of the largest wealth managers worldwide. We offer our clients a broad range of traditional and alternative investment solutions, as well as comprehensive advice on all aspects of Wealth Management. As a trusted partner of wealthy individuals and entrepreneurs, family offices and foundations, we create lasting value for clients. We specialize in developing bespoke solutions for our clients around the world, for instance wealth planning across successive generations and international borders, asset management with individual risk management, loans and deposits.

All this is possible thanks to our global network, our many years of experience and our close collaboration with the Corporate Bank, Investment Bank and DWS. We aim to become a highly competitive global wealth manager by combining financial strength and stability with trustworthy partnership and forward-thinking in order to build sustainable and beneficial client relationships. As a growth business for Deutsche Bank, we contribute towards building a more balanced, less capital intense and stable business model for the bank.

• Provide fundamental support to the Team Head, Relationship Managers (RM), Investment Managers (IM) to assist in the day-to-day business activities in 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 Onshore and Offshore (Cross Border, CLM, Business Management etc)
• Responsible for timely action on requests and issue resolution to meet the client/RM requirements.

A healthy, engaged and well-supported workforce is 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 center.

• 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 holiday & Flexible Working Arrangement
• DB contributions to Employee Workplace Savings "Gosi" plan (for Saudi nationals only)

• Handle and respond to RM requests and client queries related but not restricted to account documentation, account balances, account maintenance activity, statement information, general product and/or service information.
• When required, attend client meetings along with RM to provide support to meet client requirements.
• Assist RM in new account opening process – preparation of comprehensive account opening pack for submission to CLM team post client signature. Possess good knowledge for review and preparation of client signed quality packs including Booking Centre documents to be submitted to local CLM team for New Account opening.
• Assist RM in liaising with CLM/AFC/OBS/KYC Review Team for follow up/provide additional information/documentation if requested.
• Follow up on any Booking Centre/Regulatory document deficiencies promptly to help RMs achieve their Key Risk Indicators (KRIs).
• Ensure all operational tasks related to client accounts are completed in a timely manner to ensure satisfactory service levels to clients.
• Ensure timely assistance in input of call reports (provided by RM) and proper record retention of call reports in Group shared folders (protected at all times) wherever applicable.
• Remain current and thorough on operational processes, services and firm’s systems/applications.
• Develop good understanding of the governing regulatory framework and upholding relevant policies/procedures to mitigate risks; ensuring that the Bank is protected.
• Support RMs in performing client after-sales tasks and coordination of marketing events invitations and approvals.
• Wh…