Private Bank - Client Lifecycle Management (CLM) Specialist, AVP/Associate
Deutsche Bank(25 days ago)
About this role
The Client Lifecycle Management (CLM) Specialist supports the Private Bank’s Front Office by providing expert guidance on Source of Wealth, AML, KYC and client documentation matters. The role works closely with Relationship Managers, Client Advisors and control functions to ensure regulatory-aligned onboarding and client due diligence. This position serves as a subject matter expert on complex client structures and contributes to process improvements and remediation initiatives across the client portfolio.
Required Skills
- AML
- KYC
- SoW
- Client Onboarding
- Documentation
- Risk Management
- Stakeholder Management
- Project Management
- Communication
- Cantonese
Qualifications
- Degree in Banking, Accountancy or Business Administration
- CAMS
About Deutsche Bank
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