Client Service Executive - Wealth Management

About the role

Deutsche Bank's Wealth Management business serves wealthy individuals, entrepreneurs, family offices and foundations with tailored solutions in wealth planning, investment management, lending and deposits. As a Client Service Executive in Geneva, you will work closely with Relationship Managers and Investment Managers to deliver high-quality day-to-day service, supporting client transactions, payments, account administration, onboarding and ongoing servicing in line with regulatory and compliance requirements.

Key responsibilities

• Support Relationship Managers and Investment Managers in servicing clients and answering general enquiries
• Take and execute client orders, including money market, securities and FX spot transactions, with appropriateness or suitability checks where applicable
• Process client payment instructions through to completion, with verification, controls and record keeping
• Own operational client and account issues and coordinate their resolution
• Support account opening and closure, obtaining and maintaining documentation in line with KYC and AML requirements
• Carry out client due diligence and KYC-related searches according to policy
• Maintain client documentation, valuations and account and investment information in relevant systems
• Coordinate corporate actions and support the administration and periodic rolling of Structured Loans, Lombard Loans and Time Deposits
• Support loan covenant management and client after-sales activities such as follow-up calls, meetings and marketing events
• Act within professional, legal and ethical standards and escalate potential risks or conflicts

Required profile

• At least 8 years of relevant professional experience in business management, account management, client servicing, relationship management or a comparable client-facing financial services role
• Demonstrable experience in a client-focused environment with high service standards
• Fluency in written and spoken English
• Nice to have: previous Private Banking or Wealth Management experience, knowledge of investment products, securities, FX, payments and lending, and experience with client onboarding, KYC, AML or due diligence

Required skills

• Strong written and verbal communication, organisation and attention to detail
• Ability to manage multiple priorities and deadlines in a fast-paced environment
• Ability to work independently and collaboratively, with professional integrity and commitment to compliance