Wealth Management Service Executive

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 general this includes solving problems and providing lending and payments administrative and operational support.

What well 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. Thats 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

• University degree level required
• 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 well 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 theirTop 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 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.