Account Manager (f/m/x)

• Act as the primary contact for all operational and account‑related matters, ensuring clear and timely communication between clients, RMs, IAs, and internal teams.
• Manage daily account operations including cash balance reviews, maturity monitoring, loan and deposit placements, and payment approvals.
• Support credit‑related work such as reviewing expiring credit limits, handling renewals, executing new financings or disbursements, and managing shortfalls or margin calls.
• Process core transactions such as payments, cash and securities transfers, DVPs, FX orders, and account blocking/unblocking.
• Prepare client‑related documentation including monthly statements, tax statements, meeting materials, reference letters, and other ad‑hoc outputs required to support the client experience.
• Maintain accurate and compliant documentation for all client accounts, support remediation activities, and ensure account restrictions are addressed and resolved.
• Assist with KYC activities by conducting ID&V, gathering updated documents, collecting corroborations, and responding to queries relating to client structures, activities, SOW, and transactional patterns.
• Support onboarding of new client accounts by coordinating required information and assisting CLM in preparing necessary opening documentation.
• Perform AML monitoring of incoming and outgoing payments, escalate relevant alerts, and support AFC with additional transaction‑related inquiries.
• Administer pricing processes by submitting overdraft interest pricing requests, validating fee or rate implementations, supporting special pricing requests, and ensuring proper system codification.
• Ensure that all account management activities comply with internal policies, regulatory frameworks, and applicable cross‑border requirements, escalating risks or anomalies as needed.
• Address discrepancies in regulatory reporting—such as suitability deviations, AML hits, transaction list issues, MiFID requirements—and collaborate with regional partners to resolve them.
• Monitor Managed Exit and Workout accounts, contributing to de‑risking efforts and focusing attention on high‑risk or low‑balance accounts requiring oversight.
• Deliver high‑quality, proactive, and client‑focused service by anticipating client needs, maintaining transparent communication, and ensuring consistency across all touchpoints.
• Collaborate closely with internal partners such as SET, CLM, AFC, and Risk to ensure smooth onboarding, timely periodic reviews, accurate fee implementation, and effective issue resolution.
• Represent Relationship Managers during absences or business travel, ensuring uninterrupted client support and timely execution of critical tasks.
• Monitor daily maturity lists to identify available liquidity for potential investment opportunities and promptly inform RMs and IAs.
• Support team engagement efforts by encouraging participation in People/Pulse Surveys, helping communicate survey results, and contributing to follow‑up actions aimed at improving team culture and satisfaction.

• University‑level degree in business, economics, finance, or related field.
• Experience in wealth management account management, operations, client support, or credit‑related roles.
• Strong understanding of banking processes, financial instruments, operational workflows, and documentation requirements.
• Excellent analytical, organizational, and communication skills with the ability to manage priorities and maintain accuracy under pressure.
• Strong risk awareness and ability to identify issues early, propose solutions, and ensure timely escalation where needed.
• Proactive mindset, strong sense of ownership, and commitment to delivering high‑quality service.
• Fluent in English; additional languages (French, German, Italian) considered an advantage.
• Proficient in MS Office and able to work confidently with multiple internal systems.
• Able to work independently while fostering effective collaboration across teams in different locations.

• Emotionally and mentally balanced:

Deutsche Bank