Wealth Management Service Executive

Job Description: Job Title Service Executive Location London Corporate Title Assistant Vice President As a Service Executive you will service internal clients (Relationship Managers “RMs” and Client Service Executives “CSEs”) in the management of their day-to-day needs. In general this includes solving problems and providing lending and payments administrative and operational support. What we’ll 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 why we are committed to providing an environment with your development and wellbeing at its centre. You can expect: Hybrid Working - we understand that employee expectations and preferences are changing. We have implemented a model that enables eligible employees to work remotely for a part of their working time and reach a working pattern that works for them Competitive salary and non-contributory pension 30 days’ holiday plus bank holidays, with the option to purchase additional days Life Assurance and Private Healthcare for you and your family A range of flexible benefits including Retail Discounts, a Bike4Work scheme and Gym benefits The opportunity to support a wide ranging CSR programme + 2 days’ volunteering leave per year Your key responsibilities Proactive liaising with Front office and lending colleagues to determine Loan pipeline, process loan rollovers and loan drawdowns Use the Credit Approval and Documentation Tool to input front-office requests for Lombard limits and use of Avaloq (core banking platform) to facilitate loan processing Process client instructions such as payments, security transfers, within established deadlines and set up new portfolios for new and existing clients. Completion of static data changes in Avaloq (core banking system used) and apply the correct attributes to each Set up pricing conditions to client portfolios to ensure the correct fees are being applied to client accounts. Research, follow up, and resolve client inquiries through effective interaction with RMs and CSEs and the respective departments of the bank and close accounts, ensuring that the proper documentation has been obtained. Proactively look to streamline processes and promote initiatives to improve both client experience and remove internal deficiencies as well as adhering to all regulatory and compliance policies and procedures to mitigate risks and ensure that the Bank is fully protected Your skills and experience Educated to degree level or equivalent qualification and/or work experience Experience in a Private Banking / Wealth Management support function mandatory and previous experience in using Avaloq or similar core banking systems Good understanding of Wealth Management products, services and regulatory environment Proven ability to handle high volumes of work accurately, under pressure and with tight deadlines Positive, can-do attitude, proactive self-starter High degree of professionalism, ownership and accountability How we’ll support you Training and development to help you excel in your career Flexible working to assist you balance your personal priorities Coaching and support from experts in your team A range of flexible benefits that you can tailor to suit your needs We value diversity and as an equal opportunities’ employer, we make reasonable adjustments for those with a disability such as the provision of assistive equipment if required (for example, screen readers, assistive hearing devices, adapted keyboards) About us Deutsche Bank is the leading German bank with strong European roots and a global network. Click here to see what we do. Deutsche Bank in the UK is proud to have been named The Times Top 50 Employers for Gender Equality 2025 for six consecutive years. Additionally, we have been awarded a Gold Award from Stonewall and named in their Top 100 Employers 2024 for our work supporting LGBTQ+ inclusion. If you have a disability, health condition, or require any adjustments during the application process, we encourage you to contact our Adjustments Concierge on [email protected] to discuss how we can best support you. Alternatively, you can share your phone number, and a member of the team will be happy to call you to talk through your specific requirements. 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. 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 (DWS) division. Together we can make a great impact for our clients at home and abroad, securing their lasting success and financial security. More information at: Deutsche Bank Careers (db.com)