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Wealth Management Service Executive - Analyst - Associate

Deutsche Bank

Deutsche Bank

IT, Accounting & Finance
Jacksonville, FL, USA
Posted on Tuesday, May 21, 2024

Job Description:

Job Title Wealth Management Service Executive

Corporate Title Analyst - Associate

(ALL ROLES TO BE CONSIDERED)

Location Jacksonville, FL

Overview

Wealth Management (WM) helps individuals and certain institutions worldwide to protect and grow their wealth, offering traditional and alternative investments across all major asset classes. WM also provides customized wealth management solutions and private banking services to high-net-worth individuals and families. Deutsche Bank is investing heavily in technology, which means we are investing in you. As a Service Executive, you will provide day to day client servicing of both external and internal clients by researching account and transaction records to resolve basic discrepancies, and answer questions, process transactions for Clients or provide documentation on client activities. Additionally, you will assist Product Teams (e.g., Discretionary Portfolio Management - DPM) in managing and servicing their client’s transaction and account opening needs, while adhering to all regulatory policies and operating procedures; responsible for ensuring proper documentation is on file for all wire requests and following High Risk Media (HRM) policy.

What We Offer You

  • A diverse and inclusive environment that embraces change, innovation, and collaboration

  • A hybrid working model, allowing for in-office / work from home flexibility, generous vacation, personal and volunteer days

  • Employee Resource Groups support an inclusive workplace for everyone and promote community engagement

  • Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits

  • Educational resources, matching gift, and volunteer programs

What You’ll Do

  • Respond to client requests and inquiries in a timely and accurate manner

  • Facilitate client directed transactions incl. wires, research requests and assist with account maintenance

  • Prepare customized reports / summaries as needed

  • Answer inbound client calls and perform account opening for clients

  • Organize and maintain files, correspondence, and records in accordance with policy

  • Demonstrate knowledge and understanding of the Private Bank product offerings (e.g., DPM, Custody, Trust etc.)

Skills You’ll Need

  • Organized and can demonstrate sound judgment; strong analytical tool kit with the ability to instill trust and deliver the desired results

  • Relationship builder who develops trust and respect with internal and external stakeholders

  • An active communicator who engages with internal and external people; highly collaborative, open, transparent, decisive, able to drive decisions forward

  • Ability to multi-task in a high volume, deadline driven environment

  • Series 7, 63 and prior experience in Wealth Management, both banking and brokerage preferred

Skills That Will Help You Excel

  • Excellent communication skills, both written and spoken

  • Self-motivated

  • Self-starter

Expectations

It is the Bank’s expectation that employees hired into this role will work in the Jacksonville, FL office in accordance with the Bank’s hybrid working model.

Deutsche Bank provides reasonable accommodations to candidates and employees with a substantiated need based on disability and/or religion.

The salary range for this position in Jacksonville is $45K to $90K. Actual salaries may be based on a number of factors including, but not limited to, a candidate’s skill set, experience, education, work location and other qualifications. Posted salary ranges do not include incentive compensation or any other type of renumeration.

Deutsche Bank Values & Diversity

We believe talent is found in all cultures, countries, races, ethnicities, genders, sexual orientations, disabilities, beliefs, generations, backgrounds, and experiences. We pursue a working environment where everyone can be authentic and feel a sense of belonging. Click here to find out more about our diversity and inclusion efforts.

We are an Equal Opportunity Employer - Veterans/Disabled and other protected categories.

Click these links to view the following notices: EEO is the Law poster and supplement; Employee Rights and Responsibilities under the Family and Medical Leave Act; Employee Polygraph Protection Act and Pay Transparency Nondiscrimination Provision

Learn more about your life at DB through the eyes of our current employees: https://careers.db.com/life

The California Consumer Privacy Act outlines how companies can use personal information. If you are interested in receiving a copy of Deutsche Bank’s California Privacy Notice, please email HR.Direct@DB.com.

Deutsche Bank Benefits

At Deutsche Bank, we recognize that our benefit programs have a profound impact on our colleagues. That’s why we are focused on providing benefits and perks that enable our colleagues to live authenti­cally and be their whole selves, at every stage of life. We provide access to physical, emotional, and financial wellness benefits that allow our colleagues to stay financially secure and strike balance between work and home. Click here to learn more!

#LI-HYBRID

#LI-REMOTE

#LI-ONSITE

Our values define the working environment we strive to create – diverse, supportive and welcoming of different views. We embrace a culture reflecting a variety of perspectives, insights and backgrounds to drive innovation. We build talented and diverse teams to drive business results and encourage our people to develop to their full potential. Talk to us about flexible work arrangements and other initiatives we offer.

We promote good working relationships and encourage high standards of conduct and work performance. We welcome applications from talented people from all cultures, countries, races, genders, sexual orientations, disabilities, beliefs and generations and are committed to providing a working environment free from harassment, discrimination and retaliation.

Visit Inside Deutsche Bank to discover more about the culture of Deutsche Bank including Diversity, Equity & Inclusion, Leadership, Learning, Future of Work and more besides.


We are an Equal Opportunity Employer - Veterans/Disabled and other protected categories. Click these links to view the following notices: EEO is the Law poster and supplement; Employee Rights and Responsibilities under the Family and Medical Leave Act; Employee Polygraph Protection Act and Pay Transparency Nondiscrimination Provision.