Private Bank - Client Service Executive

Deutsche Bank AG; Riyadh; On-site; SAR 167,400 - 223,200; Full time

Job summary

Deutsche Bank AG in Riyadh is seeking a dedicated professional to support the Team Head and Relationship Managers in client servicing and operational tasks. You will be the main point of contact for clients, helping to manage their requests and ensure a smooth operational process.

The ideal candidate has at least 5 years of experience in wealth management or sales support, with strong communication skills in both English and Arabic preferred. Join us to foster strong client relationships while maintaining high service levels.

Qualifications

• Minimum 5 years of experience in wealth management as an assistant or sales support.
• Fluency in English; knowledge of Arabic is a plus.
• Ability to work in global teams and matrix organizations.

Responsibilities

• Provide support to the Team Head and RMs for client servicing.
• Act as primary contact for RMs and clients on operational requests.
• Handle and respond to RM and client queries promptly.

Skills

Client-centric mindset

Strong interpersonal skills

Excellent communication skills

Ability to manage time and multitask

Teamwork skills

Education

Bachelor's degree or equivalent

Master's degree

Job description

Responsibilities

• Provide fundamental support to the Team Head, Relationship Managers (RM), and Investment Managers (IM) to assist with day‑to‑day business activities in all aspects of client servicing and operational support.
• Act as the primary point of contact for RM and client for all operational requests by liaising with key stakeholders Onshore and Offshore, Cross Border, CLM, Business Management, etc.
• Responsible for timely action on requests and issue resolution to meet client RM requirements.
• Handle and respond to RM requests and client queries (e.g., account documentation, account balances, account maintenance activity, statement information, general product and/or service information).
• Attend client meetings alongside RM to provide support and meet client requirements, when required.
• Assist RM in the new account opening process by preparing a comprehensive account opening pack for submission to CLM team after client signature.
• Possess good knowledge for review and preparation of client‑signed quality packs, including Booking Centre documents, to be submitted to local CLM team for new account opening.
• Assist RM in liaising with CLM AFC OBS KYC Review Team for follow‑up, providing additional information/documentation if requested.
• Follow up on any Booking Centre Regulatory document deficiencies promptly to help RMs achieve their Key Risk Indicators (KRIs).
• Ensure all operational tasks related to client accounts are completed in a timely manner to maintain satisfactory service levels.
• Provide timely assistance in input of call reports from RM, ensuring proper record retention of call reports in Group shared folders, protected at all times, wherever applicable.
• Remain current and thorough on operational processes, services and firm systems applications.
• Develop a good understanding of the governing regulatory framework and uphold relevant policies and procedures to mitigate risks, ensuring the Bank is protected.
• Support RMs in performing client after‑sales tasks and coordination of marketing events, invitations and approvals.
• Manage daily mailing of documentation to relevant booking centres (where applicable).
• Foster strong working relationships across coverage, product and infrastructure divisions.
• Participate in all AM group projects and meetings.
• Handle any regulatory or non‑regulatory projects within stipulated deadlines.
• Liaise with IT for arranging any video conference meetings/calls.
• Ensure backup responsibilities in the absence of other support staff to maintain business continuity.

Qualifications & Requirements

• Bachelor's degree or equivalent; master's degree is a plus.
• Fluency in English; Arabic (written and verbal) is a plus.
• Minimum 5 years of experience in wealth management as an assistant or in a sales support role.
• Ability to manage time and multitask.
• Strong interpersonal, communication, and consulting skills.
• Excellent teamwork skills and ability to work in virtual global teams and a matrix organization.
• Client‑centric mindset.