Private Bank - Client Service Executive - Associate/avp
Deutsche Bank UK
Hong Kong, Hong Kong
Client service executive experience
Sales support experience
Investment experience
Support Private Banker to provide excellent service to high net-worth clients so as to achieve client retention, and be able to handle daily business-as-usual tasks within the desk and market
Job Summary
Support Private Banker to provide excellent service to high net-worth clients so as to achieve client retention, and be able to handle daily business-as-usual tasks within the desk and market.
Act as the client key interface over initiation of clients' instructions, monitor funds for payment, prepare clients' fax instructions, forms and loan disbursement instruction.
A healthy, engaged and well-supported workforce are better equipped to do their best work and, more importantly, enjoy their lives inside and outside the workplace.
Matching Summary
Support Private Banker to provide excellent service to high net-worth clients so as to achieve client retention, and be able to handle daily business-as-usual tasks within the desk and market.
Skills & Requirements
Must-have
client service executive experience
sales support experience
investment experience
high net-worth clients
daily business-as-usual tasks
initiation of clients' instructions
Nice-to-have
strong team player
goal orientated
can do personality
continuous learning culture
flexible working arrangements
Key Requirements
5 or more years of relevant experience at AVP level
Private Banking or Wealth Management business experience