Account Manager Intermediaries 100% (f/m/d)

Tasks

• Ensures that accurate and high-quality client relationship documentation procedures are always followed and maintained, such as client identification documentation (CID), account opening forms, and other relevant legal forms
• Ensure that operational account management is carried out professionally, with all tasks and system alerts addressed directly whenever possible, or through the Relationship Manager (RM) when necessary
• Attends client meetings as needed and leads portions of the meeting (e.g., documentation formalities, compliance, other client inquiries) when cases permit
• Actively maintains key client data in consultation with the RM to ensure that the CRM and other records are accurate for effective relationship management
• Interact with clients in an independent and professional manner in all aspects of account management
• Proactively takes the lead in supporting the RMs/TH in client relationships and all related tasks (systems, applications, processes, documents, etc.) with a high level of quality, precision, and responsiveness
• Ensures that operational coverage and client interaction (not consulting) are maintained within the team during absences
• Creates and provides clients with customized information, reports, statistics, etc.

Requirements

• Excellent situational adaptability (able to work with RMs and clients from different backgrounds)
• Friendly, trustworthy and discreet personality with high risk awareness
• Proactive and independent approach to work
• Positive "can-do" mindset and approaches challenges with an open attitude
• Takes on additional responsibilities on their own initiative
• Highly service-oriented and passionate about client service
• High personal integrity and ethical conduct
• Is a contact person, e.g., by supporting colleagues, training other assistants, participating in the "buddy program"
• In-depth knowledge of the geographic market, i.e., familiarity with the legal and regulatory environment as well as cultural awareness
• Deep understanding of relevant products, services, and tools in intermediaries and family offices
• Advanced knowledge of global financial markets and current developments in the industry
• Successful completion of the applicable internal AM Intermediaries & FO training program

We offer