Account Manager (F/M/X)

Position Overview

For over 150 years, our dedication to being the Global Hausbank for our clients has been driven by our people – in around 60 countries and across more than 150 nationalities.

Their deep understanding, insights, expertise, and passion help our clients navigate an increasingly complex world – be it in our Corporate Bank, our Private Bank, our Investment Bank or our Asset Management division.

Together we can make a great impact for our clients home and abroad, securing their lasting success and financial security.

Service DBS clients managing their day-to-day needs by processing transactions, resolving issues, providing administrative and operational support.

Key Objectives

• Process client instructions such as wire transfers, cards, loans, fiduciary deposits, e-banking, etc., within established deadlines and according to existing policies and procedures

• Follow up on all transactions to ensure they were accurately processed

• Resolve client inquiries through effective interaction with clients, Relationship Managers (RMs), Investment Managers (IMs), branch/operating areas, and other staff in a timely and professional manner

• Assist the RMs during modification of structures and closing of accounts, ensuring that the proper documentation has been obtained and that the data entry of account information has been performed accurately

• Follow up with clients and RMs on missing/outstanding documentation needed for account transactional activity or for AML purposes

• Assist RMs with due diligence searches in connection with “Know Your Client” policies and procedures

• Uphold all regulatory and compliance policies and procedures to mitigate risks and ensure that the Bank is fully protected

• Ensure the timely submission of all reports related to account activity

• Maintain ongoing client satisfaction

• Maintain Private Banking standards for Service Quality

Requirements:

• Experience and Education: Four to five years of Financial Services experience in a service role and a 4-year university degree.

• . Language Proficiency: Must be bilingual (written and oral) in Portuguese and Spanish with excellent English. Knowledge of other languages like German and French is desirable.

• Banking Knowledge: Good understanding of the Bank’s products and services, regulations, policies, procedures, and associated financial and legal risks.

• Client Relationship and Problem-Solving Skills: Strong client relationship management, communication, and problem-solving abilities

• Operational Knowledge and Efficiency: Working knowledge of the Bank’s operating and support areas (Middle Office, Back Office, Lending, Treasury, Legal, CLM, Compliance) and the ability to quickly utilize computerized account and product information systems to resolve client inquiries efficiently.

Well-being & Benefits

• Emotionally and mentally balanced:
  We support you in maintaining good mental health. Benefit from initiatives such as training events, counseling and support in difficult life situations and a culture where you can openly speak about mental health. Reach out to our Mental Health First Aiders.

• Physically thriving:
  We support you managing your physical health by taking appropriate preventive measures and providing a workplace that helps you thrive.

• Socially connected:
  We strongly believe in collaboration, inclusion and feeling connected to open up new perspectives and strengthen our self-confidence and well-being. Our local benefits vary from different types of leave, sports groups to engage with colleagues while keeping physically active and a hybrid working model.

• Financially secure:
  We support you to meet personal financial goals during your active career and for the future.
  Thus, we offer a pension contribution plan, marriage and birth allowance, meal allowance, health insurance subsidy and many others

Our cultural aspiration is to be ‘empowered to excel together every day’. This means we strive for the highest standards of integrity, are accountable while learning from mistakes, promote speaking up and constructively challenge each other to further innovation. Seeking out conversations, proactively embracing change, new facts and different perspectives helps our talented and diverse teams to work in partnership across the globe and drive business results.

We welcome applications from talented people from all cultures, countries, races, genders, sexual orientations, disabilities, beliefs and generations and are committed to providing a positive and fair working environment free from harassment, discrimination and retaliation.

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.