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Sales Coverage Support Senior Analyst, AVP

Deutsche Bank

Deutsche Bank

IT, Customer Service, Sales & Business Development
Amsterdam, Netherlands
Posted on Tuesday, July 9, 2024

Job Description:


The Client Service Executive works with the Sales team covering our Dutch market in Amsterdam and is supporting them in their client facing activities. In this role you may analyze client and market data, create presentation material and facilitate interactions with new and existing clients to allow the Sales team to make efficient use of sales opportunities.

You are involved in liaising and supporting our clients in account related activities through your strong understanding of the roles, responsibilities and processes that are pertinent to the client’s interaction with the Bank. In addition, Client Service Executives work to ensure adherence to applicable internal policies and external legal/regulatory frameworks.

You have ongoing relationships with Sales Coverage teams and interaction with origination, trading, client services and operations staff to gather information and direct client enquiries the most appropriate point to effectively resolve issues.

Your Key Responsibilities

  • Maintaining close contact with HNW and UHNW clients in conjunction with their assigned Relationship Manager (RM)
  • Managing the process of opening accounts by ensuring that proper documentation has been obtained from clients or prospective clients
  • Managing the resolution of all client enquiries through effective interaction with clients, RM’s, Central Support functions, Booking Centers and staff in other locations in a timely and professional manner
  • Assisting clients with all account related inquiries such as Online Banking, account balances, account activity and statements
  • Assisting RM’s in preparing meetings and if required, in preparing pitches, investment proposals, presentations and tailored made reports for client meetings
  • Attending client meetings – if required - and provide comprehensive overview of the client on-boarding process and explain the role of the Client Service Executive
  • Ensuring that all client related material is stored appropriately and correctly in line with internal and regulatory procedures. Gathering missing or incompleted information /documentation
  • Supporting RM’s to perform KYC (Know Your Client) reviews within the deadline and proactively escalate issues when appropriate

Your Skills and Experience

  • Commercial apprenticeship or similar (any additional education is favorable)
  • At least 4-5 years work experience in Private Banking or Account Management
  • Very good knowledge of Private Banking and Wealth Planning products
  • Understanding of execution and back office processes as well as legal & compliance procedures
  • Proficient in standard office applications
  • Fluent in German and English, both written and spoken (advanced level)
  • Customer focus and good interpersonal and communication skills
  • High self-motivation, entrepreneurial skills and positive and can do attitude
  • Ability to recognize/set priorities and work under pressure
  • Good and fast learning ability
  • Solution oriented and willing to go the extra mile
  • Willing and ability to work in diverse team

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.