Client Engagement Specialist

6 days ago


Mumbai, Maharashtra, India 9608 Deutsche India Private Limited, Mumbai Branch Full time

Job Summary

9608 Deutsche India Private Limited, Mumbai Branch is seeking a highly skilled Client Engagement Specialist to support our Business Integrity and Coverage areas. The ideal candidate will have a strong understanding of Wealth Management products and services, as well as regulatory environment.

Key Responsibilities

  • Act as deputy to senior Business COO and provide support to all front office teams in APAC to serve end Wealth clients.
  • Review and approve exceptions for BAU by evaluating risks in GAPS against KOP's, approximately 7500 exceptions per annum.
  • Review and approve 3rd Party Payment requests and trade processing in a timely manner.
  • Engage with Group Audit, Internal and external regulators on various aspects affecting the business.
  • Support Remediation programs, including understanding of underlying regulations and internal audit driving remediation needs.
  • Prepare materials for Business/Market head meetings.
  • Perform other administrative and support tasks for COO in the region.
  • Attend relevant trainings to stay updated on subject matter.
  • Escalate issues in a timely manner.

Requirements

  • Post-graduate/Graduate degree in Finance, Business, and minimum 8 years' experience in Private Banking/Wealth Management support function.
  • Strong understanding of Wealth Management products and services and regulatory environment.
  • Proven ability to handle unstructured work and support international senior stakeholders with tight deadlines.
  • Excellent communication and interpersonal skills.
  • Strong analytical, problem-solving, and strategic thinking skills.
  • Positive, can-do attitude, proactive self-starter.
  • High degree of professionalism, ownership, and accountability.
  • Experience with Avaloq, RDC, or similar tools is an advantage.
  • Certification in AML/CFTC (CAMS) and Risk Management is advantageous.
  • Excellent Excel and PowerPoint skills.

What We Offer

  • Training and development to help you excel in your career.
  • Coaching and support from experts in your team.
  • A culture of continuous learning to aid progression.
  • A range of flexible benefits that you can tailor to suit your needs.


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