Private Bank - Client Service Executive, Middle East - AVP
Core
Provide operational support to Relationship Managers and clients for account maintenance, documentation, and service requests in Deutsche Bank's Private Bank.
Role type
Senior IC Private Bank Client Service Executive
Builds
Client account documentation and service delivery for wealthy individuals, entrepreneurs, and family offices
Domain
Private Banking / Wealth Management
Required skills
Account documentation, Account maintenance, Statement information, New account opening, Regulatory compliance, Call report input, Cross-border liaison, Time management, Multitasking, Client-centric service
Preferred skills
Arabic language, Master's degree
Technologies
Group shared folders, Firm's systems/applications
Responsibilities
Handle RM and client queries regarding account documentation, balances, and maintenance; Assist in new account opening and KYC documentation; Liaise with CLM, AFC, and regulatory teams; Ensure timely completion of operational tasks and record retention; Support RMs in client meetings and after-sales tasks; Manage daily mailing of documentation to booking centers.
Seniority
Senior, hands-on IC