Deutsche Bank
New York, NY

Product & Solutions Analyst

Hybrid$78,000 - $110,000/yrPosted todayVisa Sponsorship

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Job details

Location
New York, NY
Work type
Hybrid
Compensation
$78,000 - $110,000/yr
Visa
Sponsorship available
Posted
today
Apply on
db.wd3.myworkdayjobs.com

About this role

Deutsche Bank is a global financial institution that embraces innovation and collaboration. The Product & Solutions Analyst role supports trust officers in managing trust and estate accounts, including account opening, maintenance, and closing, while collaborating with private bankers and portfolio management. The position involves client communication, document review, and estate settlement functions.

What you'll do:

  • Prepare Deutsche Bank Force cases for transaction processing and account maintenance
  • Assist officers in preparation of client communication and internal memorandum and research and remedy client inquiries and issues
  • Review tax, accounting, and legal court documentation
  • Prepare and analyze information for trust officer
  • Interface with clients and attorneys regarding account management
  • Perform all functions of estate settlement

What they're looking for:

  • Bachelor's degree required
  • General understanding of trusts & estates and excellent Microsoft skills
  • Ability to handle sensitive materials and information with discretion
  • Excellent interpersonal skills; well-developed oral and written communication skills
  • Good organizational skills and ability to effectively prioritize work, demonstrating flexibility when handling multiple tasks and timely decision making
  • Excellent communication skills, both written and spoken
  • Ability to communicate effectively with clients and internal team
  • Finance/ Business Management preferred

Benefits:

  • A diverse and inclusive environment that embraces change, innovation, and collaboration
  • A hybrid working model, allowing for in-office / work from home flexibility, generous vacation, personal and volunteer days
  • Employee Resource Groups support an inclusive workplace for everyone and promote community engagement
  • Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits
  • Educational resources, matching gift, and volunteer programs
  • Reasonable accommodations to candidates and employees with a substantiated need based on disability and/or religion
  • Access to physical, emotional, and financial wellness benefits that allow our colleagues to stay financially secure and strike balance between work and home
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About Deutsche Bank

Deutsche Bank
New York, NY