Wealth Management - NCT Professional

2 - 4 years

2 - 4 Lacs

Posted:6 days ago| Platform: Foundit logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Role Description:

The Process Executive will be responsible for completion of day-to-day activity as per standards and ensure accurate and timely delivery of assigned production duties. Candidate needs to ensure adherence to all cut-off times and quality of processing as maintained in SLAs. Candidate should ensure that all queries/first level escalations related to routine activities are responded to within the time frames pre-specified. Should take responsibility and act as backup for the Peers in their absence and share best practices with the team.

Your key responsibilities

  • Review client account opening documentation as per regulatory and internal policies.
  • Understanding of power of attorney processing and client onboarding controls.
  • Participation in the sighting and distribution of incoming orders in the DO emergency
  • Oversight on notifications preparation and timely client & business.
  • Processing of securities orders such as
  • Closure of accounts / deposits / investment products
  • order registration/modification/deletion
  • Collection of payment orders
  • Editing lists
  • settlement of internal deposits
  • handling of written orders
  • Support project team on all data migration projects.
  • Bringing controls and efficiencies in existing process.

Your skills and experience

  • German Language Proficiency B1.
  • Good understanding of financial product and markets like Bonds, equities & other financial products.
  • 2-4 years of experience in Security Services in any Private Banking.
  • Hands on experience in reviewing client on-boarding documentation.
  • Willing to work in Multiple/ rotational Shifts.

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Deutsche Bank logo
Deutsche Bank

Banking and Financial Services

Frankfurt

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