Private Banker
2 weeks ago
We are seeking a highly skilled Client Onboarding Expert to join our Wealth Management team at Deutsche Bank. As a key member of our team, you will be responsible for onboarding new clients and supporting periodic reviews of existing clients in a timely and high-quality manner.
Key Responsibilities:
- End-to-end client onboarding, including documentation completion, account opening forms, and addressing client queries related to account opening.
- Reviewing KYC provided by Relationship Managers, ensuring compliance with required standards, conducting searches, and entering Source of Wealth into the Onboarding tool.
- Liaising with Booking Centers on account opening documentation, following up with stakeholders to ensure timely account opening, and escalating exceptional approvals as needed.
- Tracking new onboarding and escalating to relevant stakeholders if timelines are not met.
- Providing strategic guidance to client-facing teams on client documentation, account opening policies, and KYC/AML standards.
About You:
- Bachelor's degree in Finance, with the ability to understand financial statements and analyze them.
- At least 3 years of experience in Client Onboarding support within Wealth Management, preferably in DIFC dealing with multiple Booking Centers.
- Strong Microsoft Office skills, especially Excel and PowerPoint.
About Us:
Deutsche Bank is a leading German bank with a strong European roots and a global network. We are committed to fostering a diverse and inclusive work environment that values different perspectives and backgrounds. If you are a motivated and detail-oriented individual with a passion for Client Onboarding, we encourage you to apply for this exciting opportunity.
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