Job Description:
Job Description
Service internal clients (RMs and AMs) across all coverage teams of diverse business markets in the management of their day-to-day needs vis-à-vis their external clients by performing a set of tasks as described in the objectives below. In general this includes solving problems and providing administrative and operational support.
Key Objectives
Process client instructions such as payments, security transfers, within established deadlines and according to existing policies and procedures
Follow up on all transactions to ensure they were accurately processed
Assisting Client Advisors to manage client’s inquiries through the interaction with clients, internal departments, local and offshore teams
Research, follow up, and resolve client inquiries through effective interaction with RMs and AMs and the respective departments of the bank, be it Middle Office, Legal, IT, etc. in a timely and professional manner
Close accounts, ensuring that the proper documentation has been obtained
Use the Credit Approval and Documentation Tool (GlobeR) to input front-office (FO) requests for Lombard limits
Set up fees like account, brokerage and WAM fees in the booking system called Avaloq on the basis of instructions by FO
Take a structured approach for all clients in the Workout Book (reduce number of accounts, follow up with the development of illiquid positions and legal cases, re-establish lost client contact).
Adhere to all regulatory and compliance policies and procedures to mitigate risks and ensure that the Bank is fully protected
Maintain Private Banking standards for service quality
Candidate requirements
Fluent in English (written and oral). Other languages desirable
Good relationship, communication, and problem-solving skills
Flexibility and ability to handle multiple tasks
Good knowledge of the flow of information and funds through the Bank’s systems in order to operate more autonomously in setting priorities and resolving problems
The Candidate should be methodical, have strong attention to detail, be a team player, be client- and solution-oriented and show eagerness to improve processes
Our values define the working environment we strive to create – diverse, supportive and welcoming of different views. We embrace a culture reflecting a variety of perspectives, insights and backgrounds to drive innovation. We build talented and diverse teams to drive business results and encourage our people to develop to their full potential. Talk to us about flexible work arrangements and other initiatives we offer.
We promote good working relationships and encourage high standards of conduct and work performance. We welcome applications from talented people from all cultures, countries, races, genders, sexual orientations, disabilities, beliefs and generations and are committed to providing a working environment free from harassment, discrimination and retaliation.
Visit Inside Deutsche Bank to discover more about the culture of Deutsche Bank including Diversity, Equity & Inclusion, Leadership, Learning, Future of Work and more besides.
More Information
Application Details
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Organization Details
0877 Deutsche Bank (Suisse) SA
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