Account Manager, Iberian Market, Geneva, Full-time (f/m/d)

Tasks

The Account Manager supports the team and the Relationship Managers (RMs) in all tasks related to serving private banking clients. Responsibilities include:

• Order placement, handling customer inquiries, executing trades, and providing information
• Support the RM and the team in all aspects of customer interaction
• Answering incoming calls and promptly addressing inquiries
• Maintaining and updating customer information, details, and preferences, as well as generating system-based reports for the RM
• Provision of verbal and/or written information and data to customers without providing advice or value judgments
• Processing orders, trades, transactions, and payments, and handling customer inquiries

management

The Account Manager:

• Organizes and follows up on client meetings, including logistics and document preparation
• Assists the RM with investigations and problem-solving, and maintains close collaboration with internal teams and departments

Risk management

The Account Manager:

• Always ensure compliance with regulations, laws, internal rules, policies, and guidelines
• Acts as the first line of defense against risks by raising concerns, tracking issues, and escalating them when necessary

Your profile

We are looking for a candidate with:

• Excellent organizational skills, with the ability to work quickly, independently, and accurately, even under pressure
• A proactive, friendly, team-oriented, and solution-oriented individual
• Excellent presentation and communication skills
• A strong sense of integrity, ethics, and risk awareness, combined with a solid customer-focused mindset

We offer

We offer an interesting and challenging position in a dynamic environment. We look forward to receiving your application.