Client Service Executive Wealth Management(f/m/x) - Italy

Job Description

Per oltre 150 anni, la nostra dedizione ad essere la Global Hausbank per i nostri clienti è stata guidata dalla nostra gente - in circa 60 paesi e tra più di 150 nazionalità. La loro profonda conoscenza, le loro intuizioni, le loro competenze e la loro passione aiutano i nostri clienti a navigare in un mondo sempre più complesso - sia nella nostra Corporate Bank, nella Private Bank, nell'Investment Bank o nella nostra divisione di Asset Management. Insieme possiamo creare un grande impatto per i nostri clienti in patria e all'estero, assicurando il loro successo duraturo e la sicurezza finanziaria.

Join the Client Service Executive Team Supporting the Wealth Management Division

Supporting bankers in managing the administrative and operational aspects of client relationships.

Responsibilities

• Manage autonomously, reliably, and promptly all phases of account opening, client onboarding, closing accounts, succession, validation, and anomaly management, in compliance with current regulations
• Manage autonomously, reliably, and promptly all typical activities related to ordinary and extraordinary current account operations (transfers, other payments, credit card management, checks, etc.)
• Manage and execute correctly and promptly orders (equities, bonds, ETFs, structured products, and funds), portfolio transfers (telex and account transfer), and corporate action activities
• Manage daily end-of-day checks on the executed operations with the necessary accuracy and precision
• Manage the client relationship with autonomy and authority in reference to ordinary and extraordinary operations
• Manage and update reliably, punctually, and efficiently all relevant information related to the client relationship
• Manage accurately and consistently the archive activities, shipping, and other necessary operations for the proper conduct of administrative activities

Competencies

• Degree in Economics or Law
• Excellent knowledge of the main Office tools
• Good knowledge of written and spoken English
• Ability to autonomously interface with clients
• Previous experience in the Wealth Management / Private banking sector in Middle Office, Staff, or Business Support structures

Location: Italia

Well-being & Benefits

• Emotionally and mentally balanced: we are committed to providing a work environment that puts people development at the center, respecting their uniqueness and needs. We encourage work-life balance and are committed to providing an environment where your development and well-being are important. We support you in every phase of your personal/professional growth journey while maintaining a good emotional balance. We promote a culture where you can openly talk about your well-being (Personal Support Line).
• Physically thriving: we support our employees in taking care of their physical well-being. We provide a smart and innovative workplace along with a health care program, insurance coverage, welfare, and company conventions to support prevention and health care paths.
• Socially connected: we strongly believe in collaboration and inclusion to broaden new perspectives and strengthen self-confidence, improving collective well-being. We organize webinars and networking opportunities to share content on diversity, equity, and inclusion.
• Financially secure: we provide solutions to support financial security, including the Supplementary Pension Fund, Long Term Care Policy, meal vouchers, and favorable conditions for our financial products.

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.