With client assets of around EUR 300 billion (as at September 30, 2017), Deutsche Bank’s Wealth Management business is one of the largest asset managers worldwide.
We offer affluent 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 develop 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.
All this is possible thanks to our global network, our many years of experience and our close collaboration with the Corporate & Investment Bank and Deutsche Asset Management.
We combine financial strength and stability with trustworthy partnership and forward-thinking in order to build sustainable and beneficial client relationships.
Administration of Client Adoption Council (CAC)
Liaison with support / internal functions of Client On-Boarding (New Client Adoption) and Client Off-Boarding
Review and approval of client communication, e.g. ad-hoc letters, reference letters, letters relating to system issues, internal errors
Prepare KYC Review Reports, Document Deficiencies Report and Outstanding Portfolio Report
KPI Tracking for all overdue in KYC Review, portfolio review call reports
Implementation of Project Mercury (Global Project on Policies and Procedures)
Actively contribute to partnership and sharing of best practices across the BI function regionally and globally
Co-ordinate the remediation of initiatives impacting client, e.g. FATCA, MIFID, LEI, CRS, Exit Accounts
Ad-hoc Client related projects
Liaise and assist front office stakeholders to solve day to day issues
Requirements : University Graduate
Minimum 7 years of experience in the private banking industry; preferably with previous experience in service assistant / business management / project management roles
Good knowledge of regulations and familiarity with banking practices and regulatory requirements of Hong Kong
Self-starter with strong interpersonal skills. Good team player and able to cope under pressure to deliver projects on time
Excellent verbal and written communication skills in both English and Chinese; also preferably with intermediate fluency in Mandarin
Literate in Microsoft Word, Excel & Power Point; have knowledge in building / maintaining intranet framework and Shared Point
Deutsche Bank offers a challenging and rewarding career where your contribution is valued and rewarded. We have an inclusive and friendly working environment coupled with excellent facilities and benefits.
Deutsche Bank is an equal opportunity employer who seeks to recruit and appoint the best available person for a job regardless of marital status, sex (including pregnancy), age, religion, belief, race, nationality and ethnic or national origin, colour, sexual orientation or disability.