Account Manager, Geneva, Full-Time (f/m/d)

Tasks

• Responsible for creating system-based records (SAP), including the entry of orders and trades
• Advice on Financial Products
• Processing applications for personal bank cards, payment cards, ISIN registrations, and other account-related services
• Maintenance and Monitoring of Financial Plans
• Responsible for providing direct support and onboarding new customers, including all tasks related to account opening and maintenance
• Ensuring proper and timely communication with all customers
• Tracking customer requests such as changes to account information, bank account changes, etc.
• Preparation of customer documentation and billing statements
• Handling Ad Hoc Customer Inquiries
• Ensuring compliance with all applicable laws, regulations, and internal policies
• Supporting team members with ISIN and account registrations, as well as CIP/AML due diligence
• Organizing and following up on client meetings, including logistics and document preparation
• Assist the Relationship Manager with investigations and troubleshooting, while maintaining a close partnership with the management teams
• Full compliance with regulations, legal guidelines, internal rules, and policies at all times
• Serves as the first line of defense in risk management by raising concerns, tracking issues, and escalating them as needed

Requirements

• Excellent organizational skills; ability to work quickly and independently as part of the account team
• Accuracy is crucial; highly reliable, with consistent adherence to the format at all times
• Strong IT skills; ability to work comfortably with a wide range of platforms and applications
• Accurate, efficient, and thorough, with a keen eye for detail
• Proactive, friendly, a team player, and solution-oriented
• Unparalleled presentation and communication skills
• Strong judgment, ethics, ethical awareness, and a high degree of confidentiality
• Strong interpersonal skills, with the ability to build relationships and foster collaboration
• Fluent in English with excellent English skills (written and spoken); excellent communication skills
• Strong interpersonal skills and the ability to collaborate effectively with a diverse group of clients and colleagues
• A solid foundation in financial markets and knowledge of current trends
• Highly motivated and able to work independently with sound judgment
• Willingness to work flexible hours to meet tight deadlines
• A willingness to collaborate with third parties may be required
• Willingness to work with a diverse group of clients, which requires adaptability and strong interpersonal skills