Client Service Executive (F/M/X)

Description du poste:

Client Service Executive (F/M/X)

Job ID:R0434222
Full/Part-Time: Full-time

Regular/Temporary: Regular
Listed: 2026-04-29

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 client's home and abroad, securing their lasting success and financial security.

Deutsche Bank Wealth Management is one of the largest Wealth managers worldwide offering a broad range of traditional and alternative investment solutions, as well as comprehensive client advice on all aspects of Wealth Management.

As a Client Service Executive (CSE) within Wealth Management, you will be responsible for supporting the Relationship Managers (RMs) and Investment Managers (IMS) in the day-to-day servicing of clients as well as handling general enquiries from clients and assisting RMs to ensure clients' needs are met, across booking centres, processing transactions, account management and providing all round operational support.

Responsibilities
* Managing the start-to-finish process of opening accounts. Ensuring that the correct documentation has been obtained from Clients and RM in line with associated Know Your Client (KYC) requirements.
* Working closely with RMs in the provision and maintenance of periodic client reviews in line with KYC policies and procedures Processing and managing to completion of all client payment instructions
* Managing day-to-day transactions including initial booking/drawdown of both new Credit Facilities and Deposits and subsequent loan roll-overs. Liaising with clients and with the relevant members of staff to ensure the Credit Reviews and Loan Covenants are met in a timely and professional manner
* Processing and following-up to completion of all client payment instructions in a professional and timely manner
* Assisting in the preparation of client meeting documentation (presentations, and bespoke reporting for clients)
Skills
* Excellent interpersonal and communication skills, both written and verbal, with a positive approach
* Educated to University level or equivalent qualification/relevant work experience
* Eager to help improve our processes, with a continuous improvement mindset
* Relevant industry experience in client services/private banking support role within Private Client Wealth Management; especially to cover the sophisticated clients
* Proficient in Microsoft Excel

Well-being & 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.

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