Private Banking Advisor
Core
Ensuring DB Service Standards for Customer Service, Compliance, and Corporate Security while leading a team of Customer Service Executives.
Role type
Senior Private Banking Advisor (Service & Compliance Lead)
Builds
A compliant and high-standard service environment for private banking customers
Domain
Banking / Private Banking / Regulatory Compliance
Required skills
Banking operations, Customer service management, Regulatory compliance (KYC, AML), Team leadership, Audit management, Risk monitoring, Expense control, Mystery shopping audit coordination, Customer complaint resolution, Cash/Locker area security
Preferred skills
AI tool utilization, Critical judgment for ethical data use
Technologies
None stated
Responsibilities
Ensure adherence to internal and external guidelines (KYC, AML, Audits); Monitor expenses and control costs; Process account opening forms and MF applications; Review suspicious transactions and large cash transactions; Manage mystery shopping audits; Track and resolve customer complaints within TATs; Lead a team of Customer Service Executives; Maintain security controls for Cash/Locker areas.
Seniority
Senior, hands-on IC with team leadership