Wealth Client Services Specialist

Deutsche Bank AG; Genf; Vor Ort; CHF 90.000 - 130.000; Vollzeit

Zusammenfassung

Deutsche Bank AG in Geneva seeks a client servicing professional to support Relationship Managers across Wealth Management and Private Banking. You will handle day-to-day servicing, account documentation, onboarding, and regulatory compliance while coordinating with CLM, KYC, and AFC teams.

The role emphasizes a client-centric mindset, cross-functional collaboration, and proactive problem solving in a fast-paced environment. Fluency in English required; Arabic language skills are advantageous.

Qualifikationen

• Bachelor's degree or equivalent qualification; master's preferred.
• Minimum 3 years in Wealth Management, Private Banking, or client services.
• Strong client relationship and stakeholder management skills.

Aufgaben

• Act as the primary support partner to Relationship Managers for day-to-day client servicing activities.
• Manage and respond to client and RM requests related to account maintenance, documentation, balances, statements, products and services.
• Support new account openings by preparing and reviewing complete client documentation packs for onboarding.
• Coordinate with CLM, AFC, KYC, Onboarding and other control functions to ensure timely completion of client requirements.
• Monitor and resolve documentation deficiencies and regulatory requirements to support risk and compliance standards.
• Ensure all client account‑related operational activities are completed accurately and within agreed service levels.
• Maintain high‑quality client records, call reports and documentation in line with internal policies and regulatory requirements.
• Build strong relationships with RMs, bankers, product partners and infrastructure teams to deliver a seamless client experience.
• Support client events, after‑sales activities and other business development initiatives led by the RM team.
• Contribute to team projects, process improvements and business continuity activities, including providing backup support when required.

Kenntnisse

Client servicing

Account administration

Stakeholder management

English fluency

Middle East client support

AI tools usage

Multi-tasking

Ausbildung

Bachelor's degree

Master's degree (advantage)

Tools

CRM systems

Jobbeschreibung

Deutsche Bank AG in Geneva seeks a client servicing professional to support Relationship Managers across Wealth Management and Private Banking. You will handle day-to-day servicing, account documentation, onboarding, and regulatory compliance while coordinating with CLM, KYC, and AFC teams.

The role emphasizes a client-centric mindset, cross-functional collaboration, and proactive problem solving in a fast-paced environment. Fluency in English required; Arabic language skills are advantageous.