Account Manager
vor 3 Wochen
Job Description:
Location:
Full / Part time: Full time
Permanent / Temporary: Permanent contract
Corporate Title: AVP
Start Date: As soon as possible
Account Manager – Geneva based, Middle East Clients (f/m/x)
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 clients home and abroad, securing their lasting success and financial security.
Scope:- Provide fundamental support to the Team Heads/Relationship Manager(s) – [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 at the Booking Centre and locally.
- Responsible for timely action on requests and issue resolution to meet the client/RM requirements.
- Handle and respond to RM requests and client queries related 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 onboarding team post client signature.
- Assist RM in liaising with the Booking Centre iCAT/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.
- 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.
- Support RMs in performing client after-sales tasks and coordination of marketing events invitations and approvals.
- Where applicable, manage the daily mailing of documentation to the relevant booking centres.
- Fostering strong working relationships across coverage, product and infrastructure divisions.
- Participate in all AM group projects and meetings.
- Liaise with IT for arranging any Video conference meetings/calls.
- Ensure back up responsibilities in the absence of other support staff to ensure business continuity.
- Bachelor’s degree or equivalent
- Fluency in English (written and verbal) and Arabic is a plus
- Minimum five year experience in wealth management as assistant or in a sales support role
- Able to manage time and multitask
- Strong inter-personal, communication and consulting skills
- Excellent teamwork skills and the ability to work in virtual global teams and a matrix organization
- Client Centricity
Deutsche Bank is an equal opportunity employer who seeks to recruit and appoint the best available person for a job regardless of marital / civil partnership status, sex (including pregnancy), age, religion, belief, race, nationality and ethnic or national origin, color, sexual orientation or disability.
Your application will be treated confidentially.
Please let us know if you require any adjustments to enable you to apply or attend an interview.
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