Private Bank - Client Service Executive - Associate/AVP

Deutsche Bank AG; Hong Kong; On-site; HKD 500,000 - 660,000; Full time

Benefits offered by this job

Pension scheme

Annual leave 20 days

Private healthcare

Flexible benefits

Volunteer leave

Job summary

Deutsche Bank Hong Kong Private Bank is seeking a Client Service Executive to support Relationship Managers and Investment Managers in day-to-day client servicing, processing transactions, resolving account issues, and providing end-to-end operational support.

The role requires 5+ years in client service or sales support within private banking or wealth management, strong English and Chinese, and the ability to work in a fast-paced environment while ensuring compliance and data security.

Qualifications

• 5+ years in client service executive/sales support/assistant relationship manager & investment experience at AVP level.
• Experience in Private Banking or Wealth Management is a must.
• Strong team player with ability to meet tight deadlines and multi-task in a high-paced environment.
• Fluency in English and Chinese (written and spoken) required for engagement with Chinese client base.

Responsibilities

• Support Private Bankers to deliver excellent service to high net-worth clients and achieve client retention.
• Manage meetings and desk administration; coordinate all related arrangements.
• Maintain client relationships and accounts; process client instructions and funds monitoring.
• Escalate issues to Management promptly and ensure regulatory/compliance awareness.

Skills

Client service

Sales support

Investment experience

English fluency

Chinese language

AI tools

Tools

AI tools

Job description

Job Description

Details of the Division and Team Deutsche Bank's Private Bank business is one of the largest wealth managers worldwide. We offer our clients a broad range of traditional and alternative investment solutions, as well as comprehensive advice on all aspects of Wealth Management. As a trusted partner of wealthy individuals and entrepreneurs, family offices and foundations, we create lasting value for clients. We specialize in developing bespoke solutions for our clients around the world, for instance wealth planning across successive generations and international borders, asset management with individual risk management, loans and deposits. The business are looking for Client Service Executives to support the Relationship Managers (RMs) and Investment Managers (IMs) in the day to day servicing of clients through processing transactions, resolving account/payment problems and providing all round operational support. The role will sit in a centralized team reporting to a local manager.

What we will offer you

Competitive Salary and non-contributory pension
20 days annual leave plus generous number of public holidays
Life Assurance and Private Healthcare for you and your family
A range of flexible benefits including retail discounts, gym benefits, wellbeing incentives
The opportunity to support a wide ranging CSR program plus take volunteering leave days.

Your key responsibilities

• Support Private Banker to provide excellent service to high net-worth clients so as to achieve client retention, and be able to handle daily business-as-usual tasks within the desk and market
• Understanding of all desk administration and ability to manage meetings and all arrangements related to the meeting.
• Understand client requirements and assist Private Bankers in daily maintenance of account relationships
• Act as the client key interface over initiation of clients' instructions, monitor funds for payment, prepare clients' fax instructions, forms and loan disbursement instruction
• Ability to understand issues and appropriately escalateto Management in a timely fashion
• Develop good understanding of the governing regulatory framework, including but not limited to applicable confidentiality/secrecy/data protection regulations and cross border rules where relevant

Your skills and experience

• 5 or more years of relevant client service executive/sales support/assistant relationship manager & investment experience at AVP level.
• Individuals with lesser experience will be considered at Associate level.
• Working experience from the Private Banking or Wealth Management business is a must.
• Strong team player, also able to meet tight deadlines and multi-task Self-motivated and goal orientated and a 'can do' personality, who is able to work in a high paced environment
• Fluency (written and oral) in English and other language such as the Chinese languages, used in the target coverage market required due to engagement with Chinese client group.
• Meticulous, methodical and concise, with a strong attention to detail
• Relevant investment experience, coupled with a good sense of integrity
• Relevant local licenses and qualifications
• Proven ability to leverage AI tools to enhance productivity, optimise workflows to solve business problems, while applying critical judgment to ensure responsible and ethical use of data and AI outputs.

How we’ll support you

• Flexible working to assist you balance your personal priorities
• Coaching and support from experts in your team
• A culture of continuous learning to aid progression
• A range of flexible benefits that you can tailor to suit your needs
• Training and development to help you excel in your career

About us and our teams

Deutsche Bank is the leading German bank with strong European roots and a global network. Click here to see what we do. Deutsche Bank & Diversity We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively. Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group. We welcome applications from all people and promote a positive, fair and inclusive work environment. For over 150 years, our dedication to being the Global Hausbank for our clients has been driven by our people – in around 60 countries and across more than 150 nationalities. Their deep understanding, insights, expertise, and passion help our clients navigate an increasingly complex world – be it in our Corporate Bank, our Private Bank, our Investment Bank or our Asset Management (DWS) division. Together we can make a great impact for our clients at home and abroad, securing their lasting success and financial security.

More information at: Deutsche Bank Careers (db.com)