Client Service Executive

10 hours ago


Abu Dhabi, United Arab Emirates Qureos Full time

**Client Service Executive, Global South Asia Team**:
**Wealth Management**

Deutsche Bank's Private Bank corporate division combines the bank's expertise in private banking with Postbank corporate division in Germany, the Private and Commercial Bank International and Wealth Management in one.

Deutsche Bank’s Wealth Management business is one of the largest wealth managers worldwide. We offer our clients a broad range of traditional and alternative investment solutions, as well as comprehensive advice on all aspects of Wealth Management. As a trusted partner of wealthy individuals and entrepreneurs, family offices and foundations, we create lasting value for clients. We specialize in developing bespoke solutions for our clients around the world, for instance wealth planning across successive generations and international borders, asset management with individual risk management, loans and deposits. All this is possible thanks to our global network, our many years of experience and our close collaboration with the Corporate Bank, Investment Bank and DWS. We aim to become a highly competitive global wealth manager by combining financial strength and stability with trustworthy partnership and forward-thinking in order to build sustainable and beneficial client relationships. As a growth business for Deutsche Bank, we contribute towards building a more balanced, less capital intense and stable business model for the bank.

**Your Role**

The Sales Coverage Support Analyst works with the Sales team to support them in their client facing activities. The Sales Coverage Support Analyst will not undertake any revenue generating activity. The Sales Coverage Support Analyst 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. They may be involved in liaising and support the client in account related activities through their strong understanding of the roles, responsibilities and processes that are pertinent to the client’s interaction with the Bank. In addition, Sales Coverage Support work to ensure adherence to applicable internal policies and external legal/regulatory frameworks. Ongoing relationships with Sales Coverage team. Working relationships with origination, trading, client services, operations staff - if applicable & to the degree that is commensurate with the business area - to both gather information and direct client enquiries the most appropriate point to effectively resolve issues.

Provide fundamental support to the Group Heads/Team Heads/Relationship Manager(s) - [RM], to assist the business activities in all aspects of client servicing, account maintenance and administrative assistance. To act as the primary point of contact for RM and client for all operational requests by liaising with cross border teams/Business Management/Investment Advisory Team as appropriate. Be responsible for timely action on requests and resolution of concerns to meet the client/RM requirements.

**Your Key Responsibilities**
- Client Service: _
- Respond to client queries related but not restricted to account documentation, account balances, account activity, statement information, security transfers, security information, general product and/or service information.
- Receive and confirm client instructions related to remittances, account maintenance etc and liaising with the respective booking center within acceptable timelines.
- When required, attend client meetings along with CA to provide support and overview of client requirements.
- Diligent follow up with clients to execute term sheets, KYC and other documents.
- Operations and Administrative: _
- Assist RM in new account opening process -preparation of comprehensive account opening pack for client signature.
- Possess thorough and sound knowledge for review and preparation of client signed quality packs including Booking Centre and DIFC documents to be submitted to local Onboarding team for New Account opening.
- Assist RM in submitting relevant documents and quality KYC for review to be conducted at the Booking Centre and locally.
- Liaise with the Booking Centre Service Executives/KYC Review Team/AFC for follow up/provide additional information/documentation if requested.
- Ensure client file documentations are compliant and proper safekeeping as per DFSA standards as per stipulated processes. Ensure safekeeping of client files and the stipulated process checks & controls are implemented.
- Follow up on any Booking Centre/DIFC deficiencies promptly to help RMs achieve their Key Risk Indicators (KRIs).
- Ensure timely assistance in input of call reports (provided by RM) in system and proper record retention of call reports in Group shared folders (protected at all times) wherever applicable.
- Liaise with RM/IA to ensure voice logs are completed and reported to Booking Centre.
- Report daily trades to cross border desk



  • Abu Dhabi, United Arab Emirates Al Amani Consultancy Full time

    CLIENT SERVICE EXECUTIVE required urgently for a reputed Facilities Management Group in Abu Dhabi: - Degree / Diploma in Business Administration / Marketing or equivalent. - Minimum of 2 years of experience as Client Service Executive and tele-marketing in Facilities Management / Hospitality Industry - Good communication and computer skills - Strong...


  • Abu Dhabi, United Arab Emirates Mint international Full time

    Application Question(s): - Do You have knowledge of CRM software ? - expectation salary ? - willing to relocate to Abu Dhabi? **Experience**: - 2 years of Client Service Executive (preferred)


  • Abu Dhabi, United Arab Emirates AMA Audit and Tax Advisory Full time

    **Client Service Executive** **AMA Audit & Tax Advisory** **Abu Dhabi** **Job Summary**: **Responsibilities**: - Build contacts with potential clients to create new business opportunities. - Conduct outdoor visits in the market to find potential clients. - Keep prospective client database updated - Make cold calls for new business leads - Maintain...


  • Abu Dhabi, United Arab Emirates Datailer Full time

    We are looking for sales executive for a automobile company based in Dubai with 2 years of experiences in sales strong in communication **Experience**: - CRM usage: 1 year (preferred) - Client service: 2 years (preferred)


  • Abu Dhabi, United Arab Emirates Steps Communications Full time

    **Responsibilities**: - Compile and update necessary documents and contracts. - Coordinate the tender process within the tender team, set deadlines and responsibilities. - Communicate with clients on the tender process. - Prepare presentation materials. - Gather meeting notes and input them into client files. - Ensuring a positive and professional client...


  • Abu Dhabi, United Arab Emirates Plan B Events & Advertising Full time

    Must have an in-depth knowledge on Events and Exhibition Industry - Cultivating solid relationships with clients through the provision of exceptional after-sales service. - Creating a positive onboarding experience for new clients. - Responding to client inquiries in a timely and professional manner. - Training and providing overall guidance to client...


  • Abu Dhabi, United Arab Emirates SV Digital Full time

    About Us: SV digital is a dynamic and innovative digital marketing agency that specialises in delivering outstanding results for our clients. With a talented team of digital marketing experts, we work collaboratively to create customised strategies that drive business growth. We are seeking a Client Service Executive to join our team and help us maintain...


  • Abu Dhabi, United Arab Emirates iTalent Full time

    An Account Executive is responsible for fully understanding a client’s needs and determining whether a business can meet those needs. An Account Executive oversees to ensure the company’s products or services are delivered on time, on budget and up to the client’s standards. - Communicating with clients and gathering information about a project’s...


  • Abu Dhabi, United Arab Emirates Vibes Events Full time

    **OBJECTIVE**: - Ensure all inquiries & Invoices are being answered promptly and issued accurately - Act as the first point of contact for the company **LIST OF RESPONSIBILITIES**: - Handling client inquiries. - Preparing accurate, elaborate quotations, Invoices and responding to RFQs. - Negotiating contract terms and rates with the Client - Following up...


  • Abu Dhabi, United Arab Emirates Nair System Full time

    We are looking for Client Relation Executives for our UAE Location with the following skill set, 3-5 yeas of experience in Banking, Finance or Insurance domain and minimum 1 year in IT Sales. Should be Smart, Hardworking, Sincere, Confident & Result Oriented Should have good knowledge in computer and IT terms. Prior experience in Staffing...


  • Abu Dhabi, United Arab Emirates POWER LINES ELECTROMECHANICAL L.L.C Full time

    We are looking for a skilled Client Servicing Manager Person to oversee the relationships of the company with its most important clients. You will be responsible for obtaining and maintaining long term key customers by comprehending their requirements. **Responsibilities** - Generation on new business (Closing the potential clients with meetings and...


  • Abu Dhabi, United Arab Emirates Nair System Full time

    We are looking for Client Relation Executives for our UAE Location with the following skill set, Should be Smart, Hardworking, Sincere, Confident & Result Oriented Should have good knowledge in computer and IT terms. Prior experience in Staffing Service/Professional Service industry would be an added advantage Responsible for identification of...

  • Sales Executive

    4 months ago


    Abu Dhabi, United Arab Emirates FAST TRACK MANAGEMENT SERVICE Full time

    Position - Sales Executive / Accounts executive Nationality-Any Gender-Any **Job Description: - ** - Must have 2-3 years Accounting sales experience. - The account/sales executive is responsible for building and managing the sales pipeline of prospective clients for accounting services, VAT and Auditing and Emirates Tax clients. - Manage the day to day...


  • Abu Dhabi, United Arab Emirates AMA Audit & Tax Advisory Full time

    **Client Relations Executive** **AMA Audit & Tax Advisory** **Abu Dhabi** Job Summary: **Responsibilities**: - Build contacts with potential clients to create new business opportunities. - Conduct outdoor visits in the market to find potential clients. - Keep prospective client database updated - Make cold calls for new business leads - Maintain...


  • Abu Dhabi, United Arab Emirates AMA Audit and Tax Advisory Full time

    **Client Relations Executive** **AMA Audit & Tax Advisory** **Abu Dhabi** **Job Summary**: **Responsibilities**: - Build contacts with potential clients to create new business opportunities. - Keep prospective client database updated - Make cold calls for new business leads - Maintain knowledge of all service offerings of the company. - Arrange meetings...


  • Abu Dhabi, United Arab Emirates Datailer Full time

    Key Responsibilities: - Managing and resolving client complaints and issues - Developing and maintaining strong relationships with clients - Providing clients with accurate and timely information regarding products and services - Collaborating with internal teams to ensure that client needs are met - Identifying opportunities to upsell and cross-sell...

  • Client Service Manager

    7 months ago


    Abu Dhabi, United Arab Emirates Northern Trust Corp. Full time

    About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring...


  • Abu Dhabi, United Arab Emirates Nair System Full time

    We are currently looking for Client Relations Executives for our UAE operations Roles and Responsibilities: Conduct research to identify new and prospective customers and their needs; Arrange business meetings with prospective clients; Promote the company's products/services addressing or predicting clients' objectives; Keep records of sales, revenue,...


  • Abu Dhabi, United Arab Emirates Nair System Full time

    We are currently looking for Client Relations Executives for our UAE operations Roles and Responsibilities: Conduct research to identify new and prospective customers and their needs; Arrange business meetings with prospective clients; Promote the company's products/services addressing or predicting clients' objectives; Keep records of sales, revenue,...


  • Abu Dhabi, United Arab Emirates Steps Communications Full time

    Compile and update necessary documents and contracts. - Coordinate the tender process within the tender team, set deadlines and responsibilities. - Communicate with clients on the tender process. - Prepare presentation materials. - Gather meeting notes and input them to client files. - Ensuring a positive and professional client service experience. -...