Job Description:

• multiple roles open in ZURICH and GENEVA

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.

Client Lifecycle Management is a key first line of defense within a business line from a service and risk management perspective.

Main areas of responsibility include providing expert advice to the Client Advisors from KYC / AML and documentation angle, assisting Front-Office and liaising with local and global control and policy issuing functions on business-view questions in the context of specific KYC/AML, documentation, tax related situations to deliver consistent and efficient high quality client experience, ensuring the completeness and correctness of client data. No financial nor tax advice are offered.

Responsibilities

• Act as central point of contact for the Front Office and internal stakeholders (CLM KYC, AFC/Compliance, Legal and Middle Office Operations) concerning client on-boarding queries and status updates until final client adoption/review

• Identify and fill-in account opening documents, liaise effectively with client-facing teams and provide strategic guidance as needed around preparation of client documentation in a high quality and timely manner.

• Handle/oversight of account maintenance activities, – passport expiry, and documentation deferral tracking until resolution.

• Review, assess and approve FATCA and CRS documents

• Account opening activation and codification of account maintenance documentation in Avaloq

• Participate in the continuous assessment and recommend actions to improve the client servicing process

• Produce regular reporting on client servicing, define and track improvement actions

• Participate in the periodic projects with the objective to share the expertise and contribute to the new process efficiency

• Take on further responsibilities depending on personal job development and the evolution and needs of the team

• Ensure adequate support is rendered during regulatory and internal audits.

• Complete remediation/other projects as and when applicable within the stipulated deadlines.

• Highlight any suspicious activity to Head of Business/Business Manager/Office Manager in a timely manner.

Skills

• Education : Bachelor degree in economic or financial a must - Master degree a plus.

• Experience : 3 to 10 years of experience in Documentation position in an International Private Bank.

• Language : Fluent English skills

• MS Office Proficiency : Advanced skills in using Excel/PowerPoint/Word

• Communication Skills : Excellent written and verbal communication skills for interacting with diverse stakeholders.

• Interpersonal Skills : Ability to build relationships, work effectively in teams, and collaborate with others across different locations.

• Problem-Solving Skills : Ability to identify and solve problems, often under pressure.

• Time Management : Ability to prioritize tasks, manage time effectively, and meet deadlines.

• Adaptability : Willingness to learn new skills and adjust to changing priorities and situations.

• Analytical skills: Superior analytical skills (including data analysis) as well as being detail-oriented on both strategy and execution.

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.

Our cultural aspiration is to be ‘empowered to excel together every day’. This means we strive for the highest standards of integrity, are accountable while learning from mistakes, promote speaking up and constructively challenge each other to further innovation. Seeking out conversations, proactively embracing change, new facts and different perspectives helps our talented and diverse teams to work in partnership across the globe and drive business results.

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.