Client Service Executive - Turkiye market(f/m/x)
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- Zürich
- Unbefristet
- Vollzeit
- Day-to-day client contact, incl. receipt and confirmation of instructions, preparation of client documentation, forms, agreements
- Handling daily management of maturities (deposits, foreign exchange, options, bonds, loans)
- Handling cash management of account balances as well as outgoing and incoming transfers
- Support Client and Investment Advisors in identification of business opportunities to support team in achieving the set financial targets
- Leverage Deutsche Bank product and service offering to attract new clients
- Executing and booking all kind of financial transactions (i.e. bonds, equities, foreign exchanges, options, structured products, alternative investments)
- Co-ordination of workflow between First and Second Lines of Defense across Business, Client Lifecycle Management, AFC & Compliance
- Participate in active knowledge sharing and collaboration within business area
- Identify and contribute to the improvement opportunities of internal processes and documentation
- Assisting with account openings and periodic reviews, and application of KYC policies and procedures
- Ensuring follow-up and regulations of outstanding client’s documentation
- Ensure that business is conducted in line with cross-border rules and other policies and regulations
- Assisting Client Advisors to manage client’s inquiries through the interaction with clients, internal departments, local and offshore teams
- Preparing and organizing business trips, client events, marketing initiatives for Client and Investment Advisors
- Handling various tasks inherent to the general administration of accounts
- Ensuring follow-up of back-office related corrections
- Complying with Swiss and internal rules/regulations and adhering to compliance standards
- English&Turkish proficient, languages from Emerging Europe countries would be a strong advantage (e.g., Hebrew, Russian, Ukrainian, Greek)
- Proficiency - Microsoft Word, Excel, Power Point and Outlook
- Experience with Avaloq product suite and other commonly used banking systems
- Client coverage/front office experience dealing with client requests, managing client expectations and delivering positive outcomes in line with internal policies and applicable regulation
- Experience working with emerging markets clients, professional service providers (trustees, family offices, etc.)
- Good organizational skills and the ability to prioritize workflow
- Flexibility and ability to handle multiple tasks
- Problem solving and time management skills required to meet the demands of a heavy client contact area
- Experience in banking client facing or similar environment; must have minimum 5-7 years of relevant experience
- Experience of liaison with clients from Emerging Europe coverage area , specifically from Turkiye
- Higher education
- Any additional finance qualifications/trainings would be of an advantage
- Experience of managing and training junior account managers would be of an advantage
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