For over 150 years, our dedication to being the Global Hausbank for our clients has been driven by our people – in around 60 countries and across more than 150 nationalities. Their deep understanding, insights, expertise, and passion help our clients navigate an increasingly complex world – be it in our Corporate Bank, our Private Bank, our Investment Bank or our Asset Management division. Together we can make a great impact for our clients’ home and abroad, securing their lasting success and financial security.
Client Lifecycle Management is a key first line of defense within a business line from a service and risk management perspective.
As Team Head, Emerging Markets Documentation, you will be responsible for overseeing client documentation activities across the client lifecycle for Private Banking clients within the Emerging Markets business, covering LATAM, GSAA and Middle East regions. You will work closely with Front Office, Compliance, Legal, AFC and Operations teams to ensure consistent documentation standards, regulatory compliance and efficient client onboarding and maintenance processes.
Responsibilities
Oversee end-to-end onboarding and documentation activities for new clients and support periodic and event-driven reviews of existing relationships, ensuring timely and high-quality execution across Emerging Markets coverage.
Provide strategic guidance and ensure consistency of documentation standards, controls and operating practices across LATAM, GSAA and Middle East coverage.
Act as a subject matter expert and trusted advisor for Front Office and control functions, providing guidance on documentation requirements, account opening standards, onboarding processes, KYC/AML regulations and complex documentation matters.
Review, assess and approve client documentation, including FATCA and CRS documentation, ensuring compliance with internal policies and regulatory requirements.
Perform due diligence and documentation reviews for individuals, legal entities and complex client structures, including regulatory screening and escalation of documentation-related risks where appropriate.
Perform account opening activation and codification of client documentation and account maintenance activities within Avaloq.
Act as a key point of contact for Front Office, Documentation, Compliance, AFC, Legal and Operations teams throughout the onboarding and documentation lifecycle.
Support regulatory reporting, audit requests, remediation initiatives and other business-driven projects while maintaining a strong control environment.
Skills
Bachelor’s degree in finance, Economics, Business Administration or a related discipline; Master’s degree is an advantage.
8-10+ years of experience within Client Documentation, Client Lifecycle Management or Client Onboarding functions in an International Private Bank.
Strong expertise in Swiss Private Banking documentation requirements, including CDB, CRS and FATCA. Experience supporting Emerging Markets clients, particularly Middle Eastern clients, is strongly preferred.
Demonstrated ability to lead, influence and coordinate stakeholders across multiple locations and business areas within an international Private Banking environment.
Fluent English required; Arabic language skills are a strong asset.
Strong knowledge of Avaloq and Swiss Private Banking documentation processes.
Advanced Microsoft Office skills, particularly Excel, Word and PowerPoint.
Strong analytical, communication and stakeholder management skills, with the ability to build effective relationships across Front Office, Compliance, AFC, Legal and Operations functions.
Proven ability to leverage AI tools to enhance productivity, optimize workflows to solve business problems, while applying critical judgment to ensure responsible and ethical use of data and AI outputs.
Well-being & Benefits
Emotionally and mentally balanced
We support you in maintaining good mental health. Benefit from initiatives such as training, counseling and a culture where you can openly speak about well-being.
Physically thriving
We support you in managing your physical health through preventive initiatives and a supportive working environment.
Socially connected
We believe in collaboration, inclusion and building strong connections to broaden perspectives and strengthen confidence and well-being.
Financially secure
We support you in achieving your financial goals during your career and beyond.
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.
Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group.
We welcome applications from all people and promote a positive, fair and inclusive work environment.
Skills Required
- Bachelor degree in economic or financial
- 3 to 10 years of experience in Client Onboarding / CLM
- Fluent English skills
- Advanced skills in using Excel/PowerPoint/Word
- Excellent written and verbal communication skills
- Ability to build relationships and work effectively in teams
- Ability to identify and solve problems
- Ability to prioritize tasks and manage time effectively
- Willingness to learn new skills and adjust to changing priorities
- Superior analytical skills and attention to detail
Deutsche Bank Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Deutsche Bank and has not been reviewed or approved by Deutsche Bank.
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Healthcare Strength — Health coverage is positioned as comprehensive, spanning multiple medical plan options along with dental, vision, prescription coverage, life insurance, and disability protection.
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Leave & Time Off Breadth — Time away is described as generous, including annual leave, sick leave, public holidays, wellbeing leave, volunteering leave in some regions, and expanded bereavement leave in certain locations.
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Retirement Support — Retirement support is presented as a matched savings plan (401(k)), reinforcing longer-term financial security as part of the rewards package.
Deutsche Bank Insights
What We Do
At Deutsche Bank, we give original thinkers the space and support they need to shine. Merging local knowledge with global vision, in-depth insight with industry-leading digital expertise, if you’re an innovator by nature, we can help you to unleash your potential. We see things differently at Deutsche Bank – and we’re proud of our fresh perspective. Today, we’re driving growth through our strong client franchise, investing heavily in digital technologies, prioritising long-term success over short term gains, and serving society with ambition and integrity. Wherever your interests lie – in investment banking, trading, private wealth, asset management, retail banking - or many of the infrastructure functions that support them – you’ll discover resources, training and opportunities designed to keep you ahead of the curve. Intelligence has no boundaries: we welcome high-achieving, talented individuals from any background. If you’re full of imagination, enjoy solving problems and respond positively to complex challenges, discover a career to look forward to and join us!









