الوصف الوظيفي:
أحدث معلومات الوظائف من Deutsche Bank AG لمنصب Private Bank - Client Service Executive. If the Private Bank - Client Service Executive الشاغرة في Riyadh تتوافق مع مؤهلاتك، يرجى تقديم أحدث طلب أو سيرة ذاتية مباشرة من خلال بوابة وظائف Jobkos المحدثة.
يرجى ملاحظة أن التقديم على وظيفة قد لا يكون سهلاً دائماً، حيث يجب على المرشحين الجدد استيفاء مؤهلات ومتطلبات معينة تحددها الشركة. نأمل أن تكون الفرصة المهنية في Deutsche Bank AG لمنصب Private Bank - Client Service Executive أدناه تتوافق مع مؤهلاتك.
Responsibilities
- Provide fundamental support to the Team Head, Relationship Managers (RM), and Investment Managers (IM) to assist with 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 client RM requirements.
- Handle and respond to RM requests and client queries (e.g., account documentation, account balances, account maintenance activity, statement information, general product and/or service information).
- Attend client meetings alongside RM to provide support and meet client requirements, when required.
- Assist RM in the new account opening process by preparing a comprehensive account opening pack for submission to CLM team after 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, providing 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 maintain satisfactory service levels.
- Provide timely assistance in input of call reports from RM, ensuring 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 systems applications.
- Develop a good understanding of the governing regulatory framework and uphold relevant policies and procedures to mitigate risks, ensuring the Bank is protected.
- Support RMs in performing client after‑sales tasks and coordination of marketing events, invitations and approvals.
- Manage daily mailing of documentation to relevant booking centres (where applicable).
- Foster strong working relationships across coverage, product and infrastructure divisions.
- Participate in all AM group projects and meetings.
- Handle any regulatory or non‑regulatory projects within stipulated deadlines.
- Liaise with IT for arranging any video conference meetings/calls.
- Ensure backup responsibilities in the absence of other support staff to maintain business continuity.
Qualifications & Requirements
- Bachelor's degree or equivalent; master's degree is a plus.
- Fluency in English; Arabic (written and verbal) is a plus.
- Minimum 5 years of experience in wealth management as an assistant or in a sales support role.
- Ability to manage time and multitask.
- Strong interpersonal, communication, and consulting skills.
- Excellent teamwork skills and ability to work in virtual global teams and a matrix organization.
- Client‑centric mindset.
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معلومات الوظيفة:
- الشركة: Deutsche Bank AG
- المنصب: Private Bank - Client Service Executive
- مكان العمل: Riyadh
- الدولة: SA
كيفية تقديم الطلب:
بعد قراءة وفهم المعايير ومتطلبات الحد الأدنى من المؤهلات الموضحة في معلومات الوظيفة Private Bank - Client Service Executive at the office Riyadh أعلاه، أكمل فوراً ملفات طلب الوظيفة مثل خطاب التقديم، السيرة الذاتية، نسخة من الشهادة الجامعية، كشف الدرجات، والملاحق الأخرى كما هو موضح أعلاه. أرسلها عبر رابط الصفحة التالية أدناه.
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