Banque Internationale à Luxembourg (Suisse) SA
Senior Client Service Officer(m/w/x)
Full-timeOn-siteSenior
Zürich
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DEDeutsche Bank (Suisse) SA
Client Service Executive(m/w/x)
Zürich
Full-timeOn-siteSenior
Nejo AI Summary
Daily client contact for deposit, FX, and loan maturities at global financial institution. Client coverage and banking systems experience required. Health and wellness support programs.
Requirements
- Proficient English and Turkish
- Advantageous languages from Emerging Europe (e.g., Hebrew, Russian, Ukrainian, Greek)
- Proficiency in Microsoft Word, Excel, Power Point, and Outlook
- Experience with Avaloq product suite and banking systems
- Client coverage/front office experience
- Managing client expectations and delivering positive outcomes
- Experience with emerging markets clients and professional service providers
- Good organizational skills
- Ability to prioritize workflow
- Flexibility and ability to handle multiple tasks
- Problem solving skills
- Time management skills
- Banking client facing experience
- Liaison with clients from Emerging Europe, specifically Turkiye
- Higher education
- Advantageous additional finance qualifications/trainings
- Advantageous experience managing and training junior account managers
Tasks
- Serve as day-to-day client contact
- Confirm client instructions
- Prepare client documentation, forms, and agreements
- Manage daily maturities for deposits, foreign exchange, options, bonds, and loans
- Handle cash management of account balances
- Process outgoing and incoming transfers
- Identify business opportunities to support financial targets
- Attract new clients using product and service offerings
- Execute and book financial transactions including bonds, equities, foreign exchanges, options, structured products, and alternative investments
- Coordinate workflow between First and Second Lines of Defense
- Share knowledge and collaborate within the business area
- Identify and improve internal processes and documentation
- Assist with account openings and periodic reviews
- Apply KYC policies and procedures
- Follow up on outstanding client documentation
- Ensure business compliance with cross-border rules and regulations
- Manage client inquiries by interacting with clients and internal teams
- Prepare and organize business trips, client events, and marketing initiatives
- Perform general administration of accounts
- Follow up on back-office corrections
- Comply with Swiss and internal rules and regulations
- Adhere to compliance standards
Work Experience
- 5 - 7 years
Education
- Vocational certificationOR
- Bachelor's degreeOR
- Master's degree
Languages
- English – Native
- Turkish – Native
- Hebrew – Basic
- Russian – Basic
- Ukrainian – Basic
- Greek – Basic
Tools & Technologies
- Microsoft Word
- Excel
- Power Point
- Outlook
- Avaloq
Benefits
Mental Health Support
- Support for life crises
- Support for illness stability
- Mental health support
- Social connection support
Healthcare & Fitness
- Support for physical health
- Preventive health measures
Other Benefits
- Supportive workplace
- Inclusion focus
- Support for personal financial goals
- Support for future financial goals
Startup Environment
- Collaboration focus
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of Deutsche Bank (Suisse) SA and processed the information on Nejo with the help of AI for you. Despite careful analysis, some information may be incomplete or inaccurate. Please always verify all details in the original posting! Content and copyrights of the original posting belong to the advertising company.
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DEDeutsche Bank (Suisse) SA
Client Service Executive(m/w/x)
Zürich
Full-timeOn-siteSenior
Nejo AI Summary
Daily client contact for deposit, FX, and loan maturities at global financial institution. Client coverage and banking systems experience required. Health and wellness support programs.
Requirements
- Proficient English and Turkish
- Advantageous languages from Emerging Europe (e.g., Hebrew, Russian, Ukrainian, Greek)
- Proficiency in Microsoft Word, Excel, Power Point, and Outlook
- Experience with Avaloq product suite and banking systems
- Client coverage/front office experience
- Managing client expectations and delivering positive outcomes
- Experience with emerging markets clients and professional service providers
- Good organizational skills
- Ability to prioritize workflow
- Flexibility and ability to handle multiple tasks
- Problem solving skills
- Time management skills
- Banking client facing experience
- Liaison with clients from Emerging Europe, specifically Turkiye
- Higher education
- Advantageous additional finance qualifications/trainings
- Advantageous experience managing and training junior account managers
Tasks
- Serve as day-to-day client contact
- Confirm client instructions
- Prepare client documentation, forms, and agreements
- Manage daily maturities for deposits, foreign exchange, options, bonds, and loans
- Handle cash management of account balances
- Process outgoing and incoming transfers
- Identify business opportunities to support financial targets
- Attract new clients using product and service offerings
- Execute and book financial transactions including bonds, equities, foreign exchanges, options, structured products, and alternative investments
- Coordinate workflow between First and Second Lines of Defense
- Share knowledge and collaborate within the business area
- Identify and improve internal processes and documentation
- Assist with account openings and periodic reviews
- Apply KYC policies and procedures
- Follow up on outstanding client documentation
- Ensure business compliance with cross-border rules and regulations
- Manage client inquiries by interacting with clients and internal teams
- Prepare and organize business trips, client events, and marketing initiatives
- Perform general administration of accounts
- Follow up on back-office corrections
- Comply with Swiss and internal rules and regulations
- Adhere to compliance standards
Work Experience
- 5 - 7 years
Education
- Vocational certificationOR
- Bachelor's degreeOR
- Master's degree
Languages
- English – Native
- Turkish – Native
- Hebrew – Basic
- Russian – Basic
- Ukrainian – Basic
- Greek – Basic
Tools & Technologies
- Microsoft Word
- Excel
- Power Point
- Outlook
- Avaloq
Benefits
Mental Health Support
- Support for life crises
- Support for illness stability
- Mental health support
- Social connection support
Healthcare & Fitness
- Support for physical health
- Preventive health measures
Other Benefits
- Supportive workplace
- Inclusion focus
- Support for personal financial goals
- Support for future financial goals
Startup Environment
- Collaboration focus
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of Deutsche Bank (Suisse) SA and processed the information on Nejo with the help of AI for you. Despite careful analysis, some information may be incomplete or inaccurate. Please always verify all details in the original posting! Content and copyrights of the original posting belong to the advertising company.
About the Company
Deutsche Bank (Suisse) SA
Industry
FinancialServices
Description
The company has been a Global Hausbank for clients for over 150 years, offering services in Corporate, Private, Investment Banking, and Asset Management.
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