Wealth Management

2 - 6 years

0 Lacs

Posted:1 day ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Role Overview: The Asset Transfer and Brokerage Support team, a part of Wealth Management US Operations, is responsible for handling asset movement and alternative investments for Private Bank and Brokerage clients. Key Responsibilities: - Daily monitoring of incoming FX Trades, Lien Release, Account opening, Miscellaneous wires requests, and processing them within cut off time. - Onboarding client assets from counterparties for incoming Wealth Management clients while collaborating with front office, custodian, and counterparties. - Terminating client accounts upon request from Front Office, ensuring timely and accurate transfer of cash and securities. - Pricing alternative investment products for Private Bank and Brokerage clients. - Managing new client investments in alternatives such as private equity and Hedge funds, including closing, capital call, and distribution. Qualification Required: - Graduate or above. - Self-starter with significant ability to undertake initiatives. - Strong interpersonal and negotiation skills. - Effective communication skills, fluency in Microsoft Office, ability to handle internal clients confidently, and a futuristic and innovative approach. - Ability and willingness to work in night shifts is a must. Additional Details: The company offers a range of benefits including a best in class leave policy, gender-neutral parental leaves, childcare assistance benefit, sponsorship for industry relevant certifications, employee assistance program, comprehensive hospitalization insurance, accident and term life insurance, complementary health screening for individuals aged 35 years and above. Training, coaching, and a culture of continuous learning are provided to support career development within the organization. For further information about the company, please visit the website: [Deutsche Bank](https://www.db.com/company/company.htm). The company promotes a positive, fair, and inclusive work environment and values empowerment, responsibility, commercial thinking, initiative, and collaboration among its employees. Role Overview: The Asset Transfer and Brokerage Support team, a part of Wealth Management US Operations, is responsible for handling asset movement and alternative investments for Private Bank and Brokerage clients. Key Responsibilities: - Daily monitoring of incoming FX Trades, Lien Release, Account opening, Miscellaneous wires requests, and processing them within cut off time. - Onboarding client assets from counterparties for incoming Wealth Management clients while collaborating with front office, custodian, and counterparties. - Terminating client accounts upon request from Front Office, ensuring timely and accurate transfer of cash and securities. - Pricing alternative investment products for Private Bank and Brokerage clients. - Managing new client investments in alternatives such as private equity and Hedge funds, including closing, capital call, and distribution. Qualification Required: - Graduate or above. - Self-starter with significant ability to undertake initiatives. - Strong interpersonal and negotiation skills. - Effective communication skills, fluency in Microsoft Office, ability to handle internal clients confidently, and a futuristic and innovative approach. - Ability and willingness to work in night shifts is a must. Additional Details: The company offers a range of benefits including a best in class leave policy, gender-neutral parental leaves, childcare assistance benefit, sponsorship for industry relevant certifications, employee assistance program, comprehensive hospitalization insurance, accident and term life insurance, complementary health screening for individuals aged 35 years and above. Training, coaching, and a culture of continuous learning are provided to support career development within the organization. For further information about the company, please visit the website: [Deutsche Bank](https://www.db.com/company/company.htm). The company promotes a positive, fair, and inclusive work environment and values empowerment, responsibility, commercial thinking, initiative, and collaboration among its employees.

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Deutsche Bank logo
Deutsche Bank

Banking and Financial Services

Frankfurt

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