Account Manager for the Geneva team (f/m/d)

Job description

Tasks

• Client administration and management:
  • Ensure that accurate and high quality documentation of client relationships is maintained
  • Managing accounts and checking tasks/system alerts
  • Participation in client meetings and leading parts of the meeting
  • Maintenance of key data in accordance with the relationship managers
  • Interact with clients in an independent and professional manner
  • Supporting relationship managers with client relationships and related tasks
• Operational coverage and client interaction:
  • Completion of presentations and drafting of investment proposals
  • Creation of customized information, reports and statistics for clients
• Process improvement and productivity:
  • Collection and exchange of relevant information, ideas and research results
  • Organizing tasks in an efficient and compliant manner
  • Contact with clients, colleagues and stakeholders
  • Input of professional suggestions for improvements
  • Management of expense reports for projects
• Risk management and controls:
  • Active support for risk management
  • Ensuring compliance with local regulations and internal guidelines
  • Follow-up of open issues and escalation of deficiencies
  • Ensuring appropriate ethical and compliant behavior
  • Documentation of client interactions and orders

Requirements

Personal and social skills

• Excellent adaptability
• Friendly, trustworthy and discreet personality
• Proactive and independent way of working
• Positive attitude and open approach to challenges
• Taking on additional responsibilities
• High level of service orientation and passion for client service
• Excellent communication skills
• Striving for excellence and continuous improvement

Professional skills

• Solid affinity (incomplete)

We offer