Wealth Management Service Executive Analyst

Deutsche Bank
parental leave, remote work
United States, Florida, Jacksonville
5022 Gate Parkway (Show on map)
Dec 25, 2024
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. What We Offer You 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 What You'll Do 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.) Skills You'll Need 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 Skills That Will Help You Excel Excellent communication skills, both written and spoken Self-motivated Self-starter Expectations It is the Bank's expectation that employees hired into this role will work in the Jacksonville, FL office in accordance with the Bank's hybrid working model. Deutsche Bank provides reasonable accommodations to candidates and employees with a substantiated need based on disability and/or religion. The salary range for this position in Jacksonville is $45K to $70K.Actual salaries may be based on a number of factors including, but not limited to, a candidate's skill set, experience, education, work location and other qualifications. Posted salary ranges do not include incentive compensation or any other type of renumeration. Deutsche Bank Benefits At Deutsche Bank, we recognize that our benefit programs have a profound impact on our colleagues. That's why we are focused on providing benefits and perks that enable our colleagues to live authentically and be their whole selves, at every stage of life. We provide access to physical, emotional, and financial wellness benefits that allow our colleagues to stay financially secure and strike balance between work and home. Click here to learn more! Learn more about your life at Deutsche Bank through the eyes of our current employees: https://careers.db.com/life The California Consumer Privacy Act outlines how companies can use personal information. If you are interested in receiving a copy of Deutsche Bank's California Privacy Notice please emailHR.Direct@DB.com. #LI-HYBRID #LI-REMOTE #LI-ONSITE 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. We are an Equal Opportunity Employer - Veterans/Disabled and other protected categories. 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