Role Description Wealth Management caters to HNI and UHNI clients across spectrum of individuals, NRIs, corporates, Trusts etc. We offer the entire range of banking services, investment products and lending solutions.
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)
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.
Managing day to day requirements of clients - account opening, account changes, remittances, bank transfers, KYC, investment related -
Regularly speak with clients on their investments, lending and banking requirements. Be a strong back up to the RM to effectively manage the relationships.
Support RMs in 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
Oversee Service Assistant desk – the desk takes care of the paperwork, liasing with branch, AMCs etc. AMs oversee the day to day working of the desk, training, monitoring, managing leave schedules.
Resolve client queries
Engage with Compliance, Legal, DIIPL, Midoffice , PCC 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 banking and investment products. If they have knowledge of lending products it 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
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.
