Private Bank Service Executive Wealth Management Global South Asia Team ociate

Position Overview

Details of the Division and Team:

Provide fundamental support to the Relationship Manager(s) (RM) Investment Managers (IM) to ist in the daytoday 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 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.

Responsible for timely action on requests and service requirements to meet the client/RM requirements.

What we will offer you:

A healthy engaged and wellsupported workforce is better equipped to do their best work and more importantly enjoy their lives inside and outside the workplace. Thats why we are committed to providing an environment with your development and wellbeing at its center.

You can expect:

• 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 DIFC Employee Workplace Savings (DEWS)

Your key responsibilities:

Client Service

• Handle and respond to RM requests and client queries related but not restricted to account doentation account balances account maintenance activity statement information security transfers security information general product and/or service information.
• Receive and confirm client instructions related to remittances account maintenance etc. and liaising with the respective booking center within acceptable timelines.
• When required attend client meetings along with RM to provide support to meet client requirements.
• Taking and executing clients orders (money market capital market transactions).
Diligent follow up with clients to execute term sheets and other account/trade related doents.

Operations and Administrative

• ist RM in new account opening process preparation of comprehensive account opening pack for submission to onboarding team post client signature. Possess good knowledge for review and preparation of client signed quality packs including Booking Centre and DIFC doents to be submitted to local Onboarding team for New Account opening.
• ist RM in liaising with the Booking Centre iCAT/AFC/DIFC OBS/KYC Review Team/DIFC AFC for follow up/provide additional information/doentation if requested.
• Seek relevant approvals and ensure process followed whilst arranging any Video conference meetings/calls.
• Follow up on any Booking Centre/DIFC doent deficiencies promptly to help RMs achieve their Key Risk Indicators (KRIs).
• of periodic fee run to ensure RMs are informed of any insufficient balances.
• Ensure timely istance in input of call reports (provided by RM) in system and proper record retention of call reports in Group shared folders (protected at all times) wherever applicable.
• Ensure RMs and IAs are aware of any Corporate Actions and follow up through to completion.
• Providing istance in managing loan covenants and processing periodic rolling of all Structured Loans Lombard Loans and Time Deposits.
• Develop good understanding of the governing regulatory framework and upholding relevant policies/procedures to mitigate risks; ensuring that the Bank is protected.
• Remain current and thorough on operational processes services and firms systems/applications.
• Liaise with RM/IA to ensure voice logs are completed seek approvals as required for reporting purposes.
• Raise credit facility requests as required ist RM with credit Advance Ratio levels and client specific AR requests.
• Provide regular updates to RMs regarding clients credit facilities and prepare credit excess reports.
• Input daily trades in system within cut off times for trade reconciliation purposes.
• Proactively help manage margin calls with Credit and Cross Border Desk in conjunction with RM.
• Resolve any trade/nontrade related incidents in conjunction with the Cross Border Desk (as applicable) with prompt and timely reporting to Business Manager / Team Head.
• Process with relevant approval all inward/outward cash and security transfer instructions received from client in conjunction with RM/ Booking Centre/Counterparty and client. Follow up till completion including trade archival.
• Support RMs in performing client aftersales tasks and coordination of marketing events invitations and approvals.
• Follow up for pretrade post trade and confirmation renewal of expired orders to enable reporting to Cross Border desk / complete system input. Liaise with RM/IA to ensure voice logs are completed and reported. Follow up till completion including trade archival.
• Accountable for providing full administrative support to the Head of cross border and immediate team acquiring various administrative duties and backingup other team members as and when required.
• Where applicable managing the daily mailing of doentation to the relevant booking centers.
• Respond to client queries related but not restricted to account doentation account balances account activity statement information security transfers security information general product and/or service information.
• Proactively update and follow up on various deficiency reports in RISK MIS Tool monthly (email notification). All deficiencies to be resolved promptly.
• Completion of any remediation projects within the stipulated deadlines.
• Highlight any suious activity/complaints to Head of Business/Business Manager in a timely manner.
• Provide leave plan to Supervisor for approval and ensure smooth and detailed handover to back up SAs for business continuity.
• Participate in all SE group projects and meetings. Handle any regulatory/nonregulatory projects within the stipulated deadlines.
Accountable for being thorough with relevant KOPs at Booking Centres and DIFC and staying up to date on process enhancements approval templates etc.

Your ss and experience:

• Bachelors degree or equivalent
• Fluency in English (written and verbal) is mandatory. Fluency in Arabic is a good to have s.
• Minimum 35 Years of relevant client servicing or istant relationship manager experience within the banking and financial industry
• Able to manage time and multitask.
• Strong interpersonal communication and consulting ss
• Excellent teamwork ss and the ability to work in virtual global teams and a matrix organization
Client Centric

How well support you:

• Flexible working to ist 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
• Training and development to help you excel in your career

About us and our teams:

Deutsche Bank is the leading German bank with strong European roots and a global network. click here to see what we do.

Deutsche Bank & Diversity

Our values define the working environment we strive to create diverse supportive and welcoming of different views. We embrace a culture reflecting a variety of perspectives insights and backgrounds to drive innovation. We build talented and diverse teams to drive business results and encourage our people to develop to their full potential. Talk to us about flexible work arrangements and other initiatives we offer.

With that we extend a warm welcome to candidates with disabilities to apply.

Our Bank is committed to ensuring equal opportunities and will facilitate a productive and harmonious work environment for all.

We encourage talented individuals seeking a professional setting that values and accommodates diverse capabilities to submit their applications and be part of our shared commitment to fostering inclusiveness.

Our values define the working environment we strive to create diverse supportive and welcoming of different views. We embrace a culture reflecting a variety of perspectives insights and backgrounds to drive innovation. We build talented and diverse teams to drive business results and encourage our people to develop to their full potential. Talk to us about flexible work arrangements and other initiatives we offer.

We promote good working relationships and encourage high standards of conduct and work performance. We welcome applications from talented people from all cultures countries races genders disabilities beliefs and generations and are committed to providing a working environment free from harment discrimination and retaliation.