Client Service Executive (F/M/X), Wetzikon

Job Description:For over 150 years, our dedication to being the Global Hausbank for our clients has been driven by our people– in around 60 countries and across more than 150 nationalities. Their deep understanding, insights, expertise, and passion help our clients navigate an increasingly complex world – be it in our Corporate Bank, our Private Bank, our Investment Bank or our Asset Management division. Together we can make a great impact for our client’s home and abroad, securing their lasting success and financial security.Deutsche Bank Wealth Management is one of the largest Wealth managers worldwide offering a broad range of traditional and alternative investment solutions, as well as comprehensive clientadvice on all aspects of Wealth Management.As a Client Service Executive (CSE) within Wealth Management, you will be responsible for supporting the Relationship Managers (RMs) and Investment Managers (IMS) in the day-to-day servicing of clients as well as handling general enquiries from clients andassisting RMs to ensure clients’ needs are met, across booking centres, processing transactions, account management and providing all round operational support.ResponsibilitiesManaging the start-to-finish process of opening accounts. Ensuring that the correct documentation has been obtained fromClients and RM in line with associated Know Your Client (KYC) requirements.Working closely with RMs in the provision and maintenance of periodic client reviews in line with KYC policies and procedures Processing and managing to completion of all client payment instructionsManaging day-to-day transactions including initial booking/drawdown of both new Credit Facilities and Deposits and subsequent loan roll-overs. Liaising with clients and with the relevant members of staff to ensure the Credit Reviews and Loan Covenants are met in a timely and professional mannerProcessing and following-up to completion of all client payment instructions in a professional and timely mannerAssisting in the preparation of client meeting documentation (presentations, and bespoke reporting for clients)SkillsExcellent interpersonal and communication skills, both written and verbal, with a positive approachEducated to University level or equivalent qualification/relevant work experienceEager to help improve our processes, with a continuous improvement mindsetRelevant industry experience in client services/private banking support role within Private Client Wealth Management; especially to cover the sophisticated clientsProficient in Microsoft ExcelWell-being&BenefitsEmotionally and mentally balancedWe support you in dealing with life crises, maintaining stability through illness, and maintaining good mental health.Physically thrivingWe support you managing your physical health by taking appropriate preventive measures and providing a workplace that helps you thrive.Socially connectedWe strongly believe in collaboration, inclusion and feeling connected to open up new perspectives and strengthen our self confidence and well being.Financially secureWe support you to meet personal financial goals during your active career and for the future.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.#J-18808-Ljbffr