Client Service Executive

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. If you are motivated to take the initiative and collaborate with colleagues across the world; if you want to be part of a community where you can grow, both professionally and personally – then join our team. Together we can make a great impact for our clients home and abroad, securing their lasting success and financial security.The Client Service Executive works with the team covering our German Speaking part of Switzerland and is supporting them in their client facing activities. In this role you may analyze client and market data and facilitate interactions with new and existing clients to allow the team to make efficient use of business opportunities. You are involved in liaising and supporting our clients in account related activities through your strong understanding of the roles, responsibilities and processes that are pertinent to the client's interaction with the Bank. In addition, Client Service Executives work to ensure adherence to applicable internal policies and external legal/regulatory frameworks. You have ongoing relationships with coverage teams, trading, client services and operations staff to gather information and direct client enquiries the most appropriate point to effectively resolve issues.Responsibilities:Maintaining close contact with HNW and UHNW clients in conjunction with their assigned Relationship Manager (RM)Managing the process of opening accounts by ensuring that proper documentation has been obtained from clients or prospective clientsManaging the resolution of all client enquiries through effective interaction with clients, RM's, IM's, Central Support functions, Booking Centers and staff in other locations in a timely and professional mannerAssisting clients with all account related inquiries such as account balances, account activity and statementsAssisting RM's in preparing meetings Attending client meetings – if required - and provide comprehensive overview of the client on-boarding process and explain the role of the Client Service ExecutiveEnsuring that all client related material is stored appropriately and correctly in line with internal and regulatory procedures. Obtaining missing or deficient documentationSupporting RM's to perform KYC (Know Your Client) reviews within the deadline and proactively escalate issues when appropriateHandling Client Inquiries: Addressing general inquiries from clients and assisting Relationship Managers (RMs) to ensure client needs are met.Order Execution: Taking and executing client orders, including money market, securities, and FX spot transactions, while ensuring appropriateness and suitability.Payment Processing: Managing client payment instructions, including verification, balance checks, and record-keeping, while assessing transaction behavior for AML purposes.Corporate Actions: Ensuring RMs are aware of corporate actions and following up through to completion.Loan Processing: Managing the periodic rolling of structured loans, Lombard loans, and time deposits, and assisting with loan covenants.Client Interaction: Delivering high levels of customer satisfaction through daily interactions with clients, contributing to client retention.Skills:Commercial apprenticeship or similar (any additional education is favorable)At least 4-5 years work experience in Private Banking or Account ManagementVery good knowledge of Private Banking servicesUnderstanding of execution and back-office processes as well as legal & compliance proceduresProficient in standard office applicationsFluent in German and English, both written and spoken (advanced level)Customer focus and good interpersonal and communication skillsHigh self-motivation, positive and can-do attitudeAbility to set priorities and work under pressureGood and fast learning abilitySolution oriented and willing to go the extra mileWilling and ability to work in diverse teamWellbeing & Benefits:Emotionally and mentally balanced: We support you in dealing with life crises, maintaining stability through illness, and maintaining good mental health.Physically thriving: We support you managing your physical health by taking appropriate preventive measures and providing a workplace that helps you thrive.Socially connected: We strongly believe in collaboration, inclusion and feeling connected to open up new perspectives and strengthen our self confidence and well being.Financially secure: We support you to meet personal financial goals during your active career and for the future.Interested in more: discover what our employees value in the Well being & Benefits hubWe 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.