Vista previa de la oferta

Private Bank - Client Service Executive (Philippines coverage), AVP

senior · Asset Management

Private Bank - Client Service Executive (Philippines coverage), AVP

Position Overview

Details of the Division and Team:

Provide daily support to Relationship Managers (RMs) in servicing clients, executing transactions, and ensuring smooth operations while adhering to compliance and regulatory requirements.

What we will offer you:

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. That’s why we are committed to providing an environment with your development and wellbeing at its center.

You can expect:

• Competitive Salary and non-contributory pension

• 20 days annual leave plus generous number of public holidays

• Life Assurance and Private Healthcare for you and your family

• A range of flexible benefits including retail discounts, gym benefits, wellbeing incentives

• The opportunity to support a wide ranging CSR program plus take volunteering leave days

Your key responsibilities:

Client Service & Transactions

• Handle client inquiries and support RMs in meeting client needs

• Execute transactions (money market, securities, FX) with proper checks

• Process payment instructions, including verification and record keeping

• Monitor transactions and flag any suspicious activity for AML purposes

Account & Operational Support

• Assist with account opening/closing in line with AML/KYC requirements

• Maintain accurate client and account information in systems

• Monitor overdrafts, credit excess, and fee-related matters

• Take ownership of operational issues and resolve them fully

Compliance & Risk

• Conduct KYC due diligence (e.g. media checks, database searches)

• Ensure compliance with AML, regulatory, and data protection rules

• Support management of loans, covenants, and structured products

• Escalate any risks or compliance concerns

Documentation & Administration

• Prepare client documents (account packs, valuations, meeting materials)

• Maintain proper filing and audit trail

• Support mailing and documentation processes

RM & Business Support

• Assist RMs with follow-ups, meetings, and client communications

• Support marketing events and reporting tasks

• Provide administrative support to Head of Desk and team

Client Coverage

• Support Philippines clients and travel with RMs when required for KYC and client meetings

Teamwork

• Work closely with internal teams and support colleagues as needed

• Contribute to process improvements

Your skills and experience:

• Minimum 7 years’ experience in private banking / wealth management client servicing, with strong working knowledge of KYC/AML and applicable regulatory requirements.

• Ability to communicate fluently in English and Tagalog to support Philippines-based clients and client-related communications.

• HKMA/SFC License 1 is mandatory for the role due to the regulated activities and client servicing responsibilities associated with the position.

• Degree or relevant banking experience

• Good communication and interpersonal skills

• Strong attention to detail and ability to work under pressure

• Proactive, client-focused, and team-oriented

• High integrity and professional attitude

How we’ll support you:

Flexible working to assist you balance your personal priorities

Coaching and support from experts in your team

A culture of continuous learning to aid progression

A range of flexible benefits that you can tailor to suit your needs

Training and development to help you excel in your career

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.