Private Bank - Client Service Executive - Associate/AVP

Deutsche Bank; Hong Kong Island; On-site; HKD 480,000 - 600,000; Full time

Benefits offered by this job

Competitive Salary

20 days annual leave plus public holidays

Life Assurance and Private Healthcare

Flexible benefits including retail discounts

Job summary

A leading global bank is seeking a Client Service Executive in their Private Bank division in Hong Kong. The role involves supporting Private Bankers with high net-worth clients, managing client relationships, and ensuring operational excellence. Ideal candidates have at least 5 years of relevant experience in the Private Banking or Wealth Management sector, and strong language skills in English and Chinese.

Qualifications

• 5 or more years of client service executive/sales support/assistant experience.
• Experience in Private Banking or Wealth Management.
• Fluency in English and Chinese required.

Responsibilities

• Support Private Banker with high net-worth clients.
• Manage client relationships and daily administration.
• Understand and escalate client issues in a timely way.

Skills

Client service

Teamwork

Attention to detail

Multi-tasking

Fluency in Chinese

Education

Relevant local licenses and qualifications

Job description

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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

Position Overview

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

A healthy, engaged and well-supported workforce are better equipped to do their best work and, more importantly, enjoy their lives inside and outside the workplace. That’s why we are committed to providing an environment with your development and wellbeing at its center.

You can expect:

• 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 escalate to 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 less 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
  
  
  

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.

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Marketing and Sales

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