Sales Coverage Support (f/m/x)

Job ID: R0349624 Full/Part-Time: Full-time
Regular/Temporary: Regular Listed: 2024-10-09
Location: Zurich

Position Overview

For over 150 years, our dedication to being the Global Hausbank for our clients has been driven by our people – in around 60 countries and across more than 150 nationalities.

Their deep understanding, insights, expertise, and passion help our clients navigate an increasingly complex world – be it in our Corporate Bank, our Private Bank, our Investment Bank or our Asset Management division.

Together we can make a great impact for our clients home and abroad, securing their lasting success and financial security.

Responsibilities

• 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

Skills

Technical Skills

• English proficient, languages from Emerging Europe countries would be a strong advantage (e.g. Turkish, Hebrew, Russian, Ukrainian, Greek)

• Proficiency - Microsoft Word, Excel, Power Point and Outlook

• Experience with Avaloq product suite and other commonly used banking systems

Personal competencies or skills

• 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

Essential Expertise/Education

• 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 (Turkey, Israel, Former Soviet Union, Cyprus, Greece)

Desirable Expertise/Education

• 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

Wellbeing and Benefits

• Emotionally and mentally balanced: We support you in dealing with life crises, maintaining stability through illness, and maintaining good mental health.
  
• Physically thriving: We support you managing your physical health by taking appropriate preventive measures and providing a workplace that helps you thrive.
  
• Socially connected: We strongly believe in collaboration, inclusion and feeling connected to open up new perspectives and strengthen our self confidence and well being.
  
• Financially secure: We support you to meet personal financial goals during your active career and for the future.

Our cultural aspiration is to be ‘empowered to excel together every day’. This means we strive for the highest standards of integrity, are accountable while learning from mistakes, promote speaking up and constructively challenge each other to further innovation. Seeking out conversations, proactively embracing change, new facts and different perspectives helps our talented and diverse teams to work in partnership across the globe and drive business results.

We welcome applications from talented people from all cultures, countries, races, genders, sexual orientations, disabilities, be liefs and generations and are committed to providing a positive and fair working environment free from harassment, discrimination and retaliation.

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.