The person will be responsible for day-to-day review of voice logs between Client Relationship Managers (RC) and clients where trade details are discussed and agreed. They need to ensure that all key trade-related details are clearly discussed, accurately captured, and documented in the applicable product-specific template. The role requires strong attention to detail, adherence to defined review standards, timely completion of assigned production duties, and appropriate escalation of exceptions, missing information, or first-level queries within the pre-specified timelines. The candidate should also act as a backup for peers when required and share best practices with the team to support consistent quality delivery.
What we’ll offer you As part of our flexible scheme, here are just some of the benefits that you’ll enjoy,
Best in class leave policy.
Gender neutral parental leaves
100% reimbursement under childcare assistance benefit (gender neutral)
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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
Review voice logs between RCs and clients to validate that trade details have been discussed and agreed as per the required standards.
Listen to and understand client discussions conducted in English and Chinese language (Mandarin and Cantonese) and accurately document the agreed details in English or the prescribed business template, as applicable.
Complete the relevant product-specific voice log review template with accurate details, observations, and outcome of the review.
Identify and highlight missing, incomplete, inconsistent, or unclear trade details and escalate exceptions to the relevant stakeholders within agreed timelines.
Ensure accurate and timely completion of daily production activities in line with defined SLAs, cut-off times, and quality expectations.
Perform quality checks on completed reviews to support consistency, audit readiness, and control effectiveness.
Assist in preparing and reviewing daily control / production reports, including tracking of open items, exceptions, and follow-ups.
Support follow-up with RC / business teams for clarification or resolution of deficiencies noted during voice log review.
Maintain proper documentation and evidence of review outcomes to support internal control, audit, and management reporting requirements.
Coordinate with team members and stakeholders on complex cases, escalations, reporting requirements, and process improvements.
Act as backup for peers during absence and support knowledge sharing, cross-training, and continuous improvement within the team.
Perform other administration, reporting, and control-related tasks as assigned.
Your skills and experience
Minimum educational qualification: University graduate with a Bachelor’s Degree.
Chinese Language Proficiency (Mandarin and/or Cantonese): Candidate must be able to understand spoken client conversations, interpret financial and investment terminology, and accurately document agreed trade details in English using prescribed Voice Log Review templates.
Good command of business English for accurate documentation, exception reporting, and stakeholder communication.
Understanding of trade lifecycle, banking / wealth management products, or control review processes will be an added advantage.
Strong listening, comprehension, documentation, and analytical skills with high attention to detail.
Ability to identify gaps, inconsistencies, missing information, and potential control issues from recorded conversations.
Candidates are required to be proficient in Microsoft Office applications, especially Excel, Word, and PowerPoint.
Highly motivated, quality-focused, and able to work independently as well as collaboratively within a team environment.
Ability to multi-task and work under pressure to meet production timelines, cut-off times, and quality standards.
Good communication skills and ability to manage routine queries / first-level escalations professionally.
Proven ability to leverage AI tools to enhance productivity, optimise workflows to solve business problems, while applying critical judgment to ensure responsible and ethical use of data and AI outputs.
How we’ll 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 teams Please visit our company website for further information: https://www.db.com/company/company.html
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.
