CB & IB Central Ops - Client Transition Management Specialist - AVP

Job Description:

Details of the Division and Team:    

This is a cross product regional Transition role responsible for ensuring that Prime Brokerage clients’ integration is delivered within time and to the clients’ expectations. The candidate will be the first point of contact for our external clients from inception to go-LIVE.   

What we will offer you:         

A healthy, engaged and well-supported workforce is better equipped to do their best work and, more importantly, enjoy their lives inside and outside the workplace. That’s why we are committed to providing an environment with your development and wellbeing at its center.

You can expect:

• Flexible benefits plan including virtual doctor consultation services




• Comprehensive leave benefits




• Gender Neutral Parental Leave




• Flexible working arrangements




• 25 days of annual paid leave, plus public holiday & Flexible Working Arrangement

Your key responsibilities:

• Manage client expectations between Deutsche Bank capabilities and client requirements.




• Lead weekly stakeholder call, providing updates from a Transition front as and when required.




• Manage and Prioritise the Transition Pipeline of APAC clients with the business team.




• Manage the delivery of Client/Sales requests through KYC, Credit, Legal, IT and Operations teams.




• Define Client Requirements with Prime Brokerage and Local Market Sales teams e.g. ecommerce trading access, reporting requirements, relevant client clearing, execution & other relevant docs, commission rates, delivery dates




• Manage and coordinate Legal, Credit and Compliance sign offs in respective on-boarding systems




• Manage account opening, static set up and training with Client Services and e-Commerce teams.




• Visit clients with relevant Sales & Client Services to review the service offering.




• Liaise directly with Sales teams and Clients to define and deliver new Reporting requirements e.g. new or amended reports on reporting platform or via FTP, new reporting processes.




• Provide MIS reporting, highlights to Business on a monthly basis on the progress of pipeline opportunities.

Additional Responsibilities & Functions

Extend relationship or requires new relationship in in respective on-boarding systems.

• Quality Assurance (QA)/ KYC – Coordinate constitutional documents with Sales, Client & QA to facilitate KYC.




• Credit – Coordinate Credit approval with Sales & Credit department




• Legal – Request and coordinate negotiation of relevant Legal agreements with Legal, Client and Business.




• Facilitate sign off in dbCAR by all parties.

Account Set-Up

• Confirmation of various client data, products traded, contact information.




• Coordinate account set up with information gathered from client with Static.

IT Coordination and Set-Up

• Able to provide/ coordinate testing to the client prior go-LIVE if required.




• Liaise with e-Commerce team to complete set up in trading systems.




• Liaise with transition support to ensure client reports are correctly set up in DB’s reporting portal.

Your skills and experience:

• Minimum 4 years of experience in an Operations OR onboarding role in financial services sector




• Experience in legal documentation




• Experience as a Project / Program Manager, ability to manage external counterparty and internal stakeholders' interaction and relationship management




• Minimum a bachelor’s degree




• Team player with effective communication skills




• Ability to work to tight deadlines in a fast-paced environment




• Negotiation skills and the ability to manage individual clients’ expectations




• A self-starter and ability to run various client projects independently

Role is required to be performed on-site at One Raffles Quay office. Relevant vaccination requirements may apply.

How we’ll support you:        

• Flexible working to assist you balance your personal priorities




• 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




• Training and development to help you excel in your career

About us and our teams:

Deutsche Bank is the leading German bank with strong European roots and a global network. click here to see what we do.

Deutsche Bank & Diversity

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.