Details of the Division and Team:
Deutsche Bank’s Private Banking business is one of the largest wealth managers worldwide. We offer our clients a broad range of traditional and alternative investment solutions, as well as comprehensive advice on all aspects of Wealth Management.
As a trusted partner of wealthy individuals and entrepreneurs, family offices and foundations, we create lasting value for clients. We specialize in developing bespoke solutions for our clients around the world, for instance wealth planning across successive generations and international borders, asset management with individual risk management, loans and deposits.
What we will offer you:
A healthy, engaged and well-supported workforce is better equipped to do their best work and, more importantly, enjoy their lives inside and outside the workplace. That’s why we are committed to providing an environment with your development and wellbeing at its center.
You can expect:
Flexible benefits plan including virtual doctor consultation services
Comprehensive leave benefits
Gender Neutral Parental Leave
Hybrid working arrangement
21 days of annual paid leave, plus public holiday
A culture of continuous learning to aid progression
Your key responsibilities:
Perform post-trade business controls in the area of client and sales suitability (eg. Voicelog review) and other aspects of operational controls for WM Operations.
Possess good understanding of sales suitability requirements in the areas of risk, tenor, investment experience mismatches, investment rationale, concentration breaches, etc.
Perform checks on customized statements and ensure that they are sent out to clients within stipulated timeline.
Validate client trading suitability (eg. product suitability, risk mismatch, concentration, DPM restrictions check, etc.) and perform trade documents deficiency follow-ups.
Prepare MIS reporting
Your skills and experience:
Compliance, risk, and control experience with client suitability monitoring
Possess banking product knowledge e.g. FX, Money Market, Fund Transfer, Equities, Fixed Income, Derivatives etc.
Good Excel skills
Good interpersonal and communication skills
Self-motivated, structured approach and a strong analytical ability with a high attention to details.
Able to work under time pressure with efficient and quality delivery.
About us and our teams:
Deutsche Bank is the leading German bank with strong European roots and a global network. click here to see what we do.
Deutsche Bank & Diversity:
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.