AVP

Job Description

Role Overview:You will be joining as a Private Bank, SA - AVP at New Delhi, India. As part of the Wealth Management team, you will be catering to HNI and UHNI clients, offering a comprehensive range of banking services, investment products, and lending solutions.Key Responsibilities:- Work closely with Relationship Managers (RMs) to manage and enhance existing client relationships by understanding their requirements and building rapport.- Manage day-to-day client requirements such as account opening, account changes, remittances, bank transfers, KYC, and investment-related activities.- Regularly communicate with clients regarding their investments, lending, and banking needs, providing strong backup support to the RM.- Assist RMs in preparing materials/documents for new client acquisition, including collating reports, data, and marketing material.- Ensure timely completion of internal reporting.- Supervise the Service Assistant desk, overseeing paperwork, liaising with branches and AMCs, and managing day-to-day operations.- Resolve client queries and engage with Compliance, Legal, and other relevant stakeholders to find solutions to clients needs and transactions.Qualifications Required:- Must have a good understanding of banking and investment products, with knowledge of lending products being advantageous.- Strong communication skills, both verbal and written.- Minimum of 8 years of experience in the financial services industry, preferably in wealth management or priority/private banking.Additional Details:Deutsche Bank offers a range of benefits including a best-in-class leave policy, gender-neutral parental leaves, reimbursement under childcare assistance benefit, sponsorship for industry-relevant certifications, Employee Assistance Program, comprehensive insurance coverage, and complementary health screening for individuals aged 35 and above.Please visit the Deutsche Bank website for further information: [https://www.db.com/company/company.html](https://www.db.com/company/company.html)At Deutsche Bank, you will be supported with training, development, coaching, and a culture of continuous learning to aid your career progression. We strive for a culture of empowerment, responsibility, commercial thinking, initiative, and collaboration within the organization. Join us at Deutsche Bank Group in promoting a positive, fair, and inclusive work environment. Role Overview:You will be joining as a Private Bank, SA - AVP at New Delhi, India. As part of the Wealth Management team, you will be catering to HNI and UHNI clients, offering a comprehensive range of banking services, investment products, and lending solutions.Key Responsibilities:- Work closely with Relationship Managers (RMs) to manage and enhance existing client relationships by understanding their requirements and building rapport.- Manage day-to-day client requirements such as account opening, account changes, remittances, bank transfers, KYC, and investment-related activities.- Regularly communicate with clients regarding their investments, lending, and banking needs, providing strong backup support to the RM.- Assist RMs in preparing materials/documents for new client acquisition, including collating reports, data, and marketing material.- Ensure timely completion of internal reporting.- Supervise the Service Assistant desk, overseeing paperwork, liaising with branches and AMCs, and managing day-to-day operations.- Resolve client queries and engage with Compliance, Legal, and other relevant stakeholders to find solutions to clients needs and transactions.Qualifications Required:- Must have a good understanding of banking and investment products, with knowledge of lending products being advantageous.- Strong communication skills, both verbal and written.- Minimum of 8 years of experience in the financial services industry, preferably in wealth management or priority/private banking.Additional Details:Deutsche Bank offers a range of benefits including a best-in-class leave policy, gender-neutral parental leaves, reimbursement under childcare assistance benefit, sponsorship for industry-relevant certifications, Employee Assistance Program, comprehensive insurance coverage, and complementary health screening for individuals aged 35 and above.Please visit the Deutsche Bank website for further information: [https://www.db.com/company/company.html](https://www.db.com/company/company.html)At Deutsche Bank, you will be supported with training, development, coaching, and a culture of continuous learning to aid your career progression. We strive for a culture of empowerment, responsibility, commercial thinking, initiative, and collaboration within the organization. Join us at Deutsche Bank Group in promoting a positive, fair, and inclusive work environment.

Keyskills :
bankinginvestment productscommunication