Job Description:

Job Title Wealth Management Service Executive

Corporate Title Analyst

Location Jacksonville, FL

Overview

Wealth Management (WM) helps individuals and certain institutions worldwide to protect and grow their wealth, offering traditional and alternative investments across all major asset classes. WM also provides customized wealth management solutions and private banking services to high-net-worth individuals and families. Deutsche Bank is investing heavily in technology, which means we are investing in you. As a Service Executive, you will provide day to day client servicing of both external and internal clients by researching account and transaction records to resolve basic discrepancies, and answer questions, process transactions for Clients or provide documentation on client activities. Additionally, you will assist Product Teams (e.g., Discretionary Portfolio Management - DPM) in managing and servicing their client's transaction and account opening needs, while adhering to all regulatory policies and operating procedures; responsible for ensuring proper documentation is on file for all wire requests and following High Risk Media (HRM) policy.

• A diverse and inclusive environment that embraces change, innovation, and collaboration
  
• A hybrid working model, allowing for in-office / work from home flexibility, generous vacation, personal and volunteer days
  
• Employee Resource Groups support an inclusive workplace for everyone and promote community engagement
  
• Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits
  
• Educational resources, matching gift, and volunteer programs
  

• Respond to client requests and inquiries in a timely and accurate manner
  
• Facilitate client directed transactions incl. wires, research requests and assist with account maintenance
  
• Prepare customized reports / summaries as needed
  
• Answer inbound client calls and perform account opening for clients
  
• Organize and maintain files, correspondence, and records in accordance with policy
  
• Demonstrate knowledge and understanding of the Private Bank product offerings (e.g., DPM, Custody, Trust etc.)
  

• Organized and can demonstrate sound judgment; strong analytical tool kit with the ability to instill trust and deliver the desired results
  
• Relationship builder who develops trust and respect with internal and external stakeholders
  
• An active communicator who engages with internal and external people; highly collaborative, open, transparent, decisive, able to drive decisions forward
  
• Ability to multi-task in a high volume, deadline driven environment
  
• Series 7, 63 and prior experience in Wealth Management, both banking and brokerage preferred
  

• Excellent communication skills, both written and spoken
  
• Self-motivated
  
• Self-starter