Client Service Executive, Global South Asia Team - Deutsche Bank, Dubai

Client Service Executive, Global South Asia Team - Deutsche Bank, Dubai; Dubai; Presencial; AED 180 000 - 240 000; Tempo integral

Resumo da oferta

Deutsche Bank AG, DIFC, Dubai, is seeking a Sales Coverage Support Analyst to assist the Sales team with client-facing activities, data analysis, and preparation of materials. The role liaison with clients for account-related tasks, ensures regulatory compliance, and supports Group Heads, Team Heads and Relationship Managers across cross-border teams.

You will respond to client inquiries, process instructions, attend meetings with relationship managers, and help prepare documentation for new

Qualificações

• Graduate degree, preferably in finance or economics.
• Experience in the banking industry, ideally in a client-facing wealth management role.
• Fluency in oral and written English.
• Experience with the DFSA regulatory framework and DFSA rules.
• Client-oriented, solution-oriented and able to work in high-paced environments.

Responsabilidades

• Respond to client queries related to account documentation, balances, activity, statements, security transfers, and general product or service information.
• Receive and confirm client instructions concerning remittances and account maintenance, liaise with the booking centre within timelines.
• Attend client meetings with the CA to provide support and overview of client requirements.
• Follow up with clients to execute term sheets, KYC and other documents.
• Assist RM in new account opening and preparation of account opening packs.
• Liaise with Booking Centre, KYC Review Team, AFC and other teams for documentation.

Conhecimentos

English fluency

DFSA regulations knowledge

Client-facing

Analytical

Organised

Formação académica

Graduate degree in finance or economics

Descrição da oferta de emprego

Job Reference: 46128

Location: Dubai

Address: Deutsche Bank AG, DIFC

Your Role

The Sales Coverage Support Analyst works with the Sales team to support them in their client‑facing activities. The Analyst will not undertake any revenue‑generating activity but will analyse client and market data, create presentation material and facilitate interactions with new and existing clients to enable the Sales team to make efficient use of sales opportunities.

The role involves liaising with the client for account‑related activities, ensuring adherence to internal policies and external legal/regulatory frameworks, and providing fundamental support to the Group Heads, Team Heads and Relationship Managers. The Analyst serves as the primary point of contact for RM and client for all operational requests and works with cross‑border teams and the Investment Advisory Team to resolve issues promptly.

Your Key Responsibilities

• Respond to client queries related to account documentation, balances, activity, statements, security transfers, and general product or service information.
• Receive and confirm client instructions concerning remittances and account maintenance, and liaise with the booking centre within acceptable timelines.
• Attend client meetings with the CA to provide support and overview of client requirements.
• Follow up with clients to execute term sheets, KYC and other documents.
• Assist RM in new account opening, preparation of comprehensive account opening packs, review of quality packs, and submission of relevant documents.
• Liaise with the Booking Centre, KYC Review Team, AFC and other teams to provide additional information and follow up on documentation.
• Ensure client file documentation complies with DFSA standards and is safely stored.
• Follow up on any Booking Centre/DIFC deficiencies to help RMs achieve Key Risk Indicators.
• Provide timely assistance in the input of call reports and ensure proper record retention.
• Remain current and thorough on operational processes, services and firm systems/applications.
• Co‑ordinate voice logs, trade reporting, trade/non‑trade corrections, and credit facility requests.
• Proactively manage margin calls and loan/deposit rollover instructions.
• Process all inward/outward cash and security transfer instructions.
• Complete all mandatory training and highlight suspicious activity or client complaints.
• Participate in SA group projects and meetings and handle invitations for client workshops, events, and art fairs.

Your Skills and Qualifications

• Graduate degree, preferably in finance or economics.
• Key work experience in the banking industry, ideally in a client‑facing function within wealth management.
• Fluency in oral and written English.
• Experience within the DFSA regulatory framework and familiarity with DFSA rules and regulations.
• Client‑oriented, solution‑oriented, adaptable to high‑pace environments under pressure.
• Assertive, analytical, organised and flexible.
• Strong organisational and prioritisation skills, decisive decision‑making ability.
• Meticulous, methodical, concise with strong attention to detail.
• Excellent interpersonal and communication skills with a positive approach.
• Equal‑opportunity employer statement: "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, colour, sexual orientation or disability."

We guarantee that your application will remain anonymous and be treated confidentially.

We are an equal‑opportunity employer and welcome applications from people of all backgrounds, including marital or civil partnership status, sex (including pregnancy), age, religion, belief, race, nationality and ethnic or national origin, colour, sexual orientation, disability, and other protected characteristics.