Wealth Management Client Services Specialist

Deutsche Bank; Genf; Vor Ort; CHF 120.000 - 150.000; Vollzeit

Zusammenfassung

Deutsche Bank in Geneva is seeking a client services professional to support Relationship Managers in day-to-day servicing, onboarding, and documentation management. You will coordinate with CLM, AFC, KYC and other control teams to ensure timely completion of client requirements and maintain accurate records.

The role requires a strong client-centric mindset, 3+ years in wealth management or related fields, and fluent English. Arabic is a plus.

Qualifikationen

• Bachelor's degree or equivalent qualification; Master's degree is an advantage.
• Minimum 3 years' experience in Wealth Management, Private Banking, Account Management or Client Service/Sales Support.
• Strong understanding of client servicing, account administration and banking operations.
• Excellent client relationship and stakeholder management skills with a client-centric mindset.
• Ability to manage multiple priorities and work independently in a fast-paced environment.
• Strong communication and interpersonal skills.
• Ability to collaborate across global and matrix organizations.
• Fluency in English (written and spoken).
• Arabic language skills are an advantage but not mandatory.
• Experience supporting Middle East / Saudi clients and Private Banking clients is an advantage.
• Experience leveraging AI tools to enhance productivity and optimize workflows with responsible data use.

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

Relationship management

Stakeholder management

Multitasking

Independent working

Communication

Interpersonal skills

Collaboration across global teams

English fluency

Arabic language skills (advantage)

Middle East / Saudi client experience

AI tools usage for productivity

Ausbildung

Bachelor's degree or equivalent qualification

Master's degree (advantage)

Jobbeschreibung

Deutsche Bank in Geneva is seeking a client services professional to support Relationship Managers in day-to-day servicing, onboarding, and documentation management. You will coordinate with CLM, AFC, KYC and other control teams to ensure timely completion of client requirements and maintain accurate records.

The role requires a strong client-centric mindset, 3+ years in wealth management or related fields, and fluent English. Arabic is a plus.