The candidate must be well versed with kyc, banking, trade and lending products. A working knowledge of investment products will be advantageous.
Good communication is essential (verbal and written)
Atleast 8 years experience in the financial services industry preferably in wealth management or priority/private banking.
What well offer youAs part of our flexible scheme, here are just some of the benefits that youll enjoy,
Best in class leave policy.
Gender neutral parental leaves
100% reimbursement under childcare assistance benefit (gender neutral)
Sponsorship for Industry relevant certifications and education
Employee Assistance Program for you and your family members
Comprehensive Hospitalization Insurance for you and your dependents
Accident and Term life Insurance
Complementary Health screening for 35 yrs. and above
Your key responsibilities
Work closely with RMs to manage and grow existing relationships. This involves building a rapport with the clients and understanding their requirements. Regularly speak with clients on their investments, lending and banking requirements. Be a strong back up to the RM to effectively manage the relationships.
Managing day to day requirements of clients - account opening, account changes, remittances, bank transfers, KYC, investment related - in mutual funds, PMS, NDPMS, Structures, credit related-loans, OD, LRD etc
Understand the universe of investment , banking and lending products being offered by WM and help in execution of all transactions.
Work closely with the RM to prepare in depth and comprehensive KYC including SOF/SOW analysis of clients , make NCAs, prepare templates for regional approvals and work towards timely completion of KYC and other regulatory requirements
Work on client events, gifting etc.
Support RMs in preparing material /documents required for new client acquisition - liase with Product team to prepare presentations, collate reports and data , arrange for pitchbooks and relevant marketing material.
Ensure timely completion of internal reporting
Resolve client queries
Engage with Compliance, Legal, DIIPL, Midoffice , PB and other relevant stakeholders wherever needed in order to manage relationships effectively, find solutions to clients needs/queries /transactions etc.
Your skills and experience
The candidate must be well versed with kyc, banking, trade and lending products. A working knowledge of investment products will be advantageous.
Good communication is essential (verbal and written)
Atleast 8 years experience in the financial services industry preferably in wealth management or priority/private banking.
How well support you
Training and development to help you excel in your career.
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.
About us and our teamsPlease visit our company website for further information:We strive for a 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.