Wealth Manager

0 - 4 years

0 Lacs

Posted:2 days ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Role Overview: The Wealth Management NCT role in Pune, India is part of the Asset Transfer and Brokerage Support team within Wealth Management US Operations. This team focuses on managing 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 WM clients in a timely manner, collaborating with front office, custodian, and counterparties - Terminating client accounts upon request from FO and ensuring accurate and timely transfer of cash and securities - Pricing alternative investment products for private bank and brokerage clients - Managing new client investments in alternatives, including private equity and Hedge funds closing, capital call, and distribution Qualification Required: - Graduate or above - Self-starter with significant initiative-taking ability - Strong interpersonal and negotiation skills - Effective communication skills, follow-through skills, fluency in Microsoft Office, ability to confidently handle internal clients, and futuristic and innovative approach - Ability and willingness to work in night shift Additional Company Details: Deutsche Bank offers a range of benefits such as best in class leave policy, gender neutral parental leaves, 100% reimbursement under childcare assistance benefit, sponsorship for Industry relevant certifications and education, Employee Assistance Program, Comprehensive Hospitalization Insurance, Accident and Term life Insurance, and Complementary Health screening for employees above 35 years. The company focuses on a culture of continuous learning, providing training, coaching, and support from experts in the team to aid progression in the career. The company promotes a positive, fair, and inclusive work environment, encouraging employees to act responsibly, think commercially, take initiative, and work collaboratively.,

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Deutsche Bank logo
Deutsche Bank

Banking and Financial Services

Frankfurt

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