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

Tasks

The responsibilities of the Account Manager for Intermediaries include:

• Handling account administration, documentation formalities, and tasks related to account administration in day-to-day operations and projects
• Ensuring that accurate and high-quality client relationship documentation procedures are always followed and maintained at a high standard, including client identification documentation (CID), account opening forms, and other relevant legal forms
• Professional execution of operational account management, including all tasks and system alerts that can be resolved directly or through the Relationship Manager (RM)
• Participating in client meetings and occasionally leading parts of the meeting (e.g., documentation formalities, compliance, other client inquiries)
• Proactively maintain key client data in consultation with the Account Manager to ensure that the CRM and other records are accurate, thereby fostering strong client relationships
• Independent and professional interaction with clients in all aspects of account management
• Proactively support the RMs/TIH in client relationships and all related tasks (systems, applications, processes, documents, etc.) with a high level of quality, precision, and responsiveness
• Ensuring operational coverage and client interaction (not consulting) within the team during absences
• Creation and provision of customized information, reports, and statistics for clients

Requirements

The requirements for the Account Manager, Intermediaries, are:

• 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
• Have a positive "can-do" attitude and approach challenges with an open mind
• Taking on additional responsibilities on one's own initiative
• Highly service-oriented and passionate about client support

Professional and Technical Skills

The required skills are:

• A strong affinity for the geographic markets covered, i.e., familiarity with the legal and regulatory environment as well as cultural awareness
• In-depth understanding of the relevant products, services, and tools in the Intermediaries & Family Offices sector
• Advanced knowledge of global financial markets and current developments in the industry

Education & Experience

The required education and experience are:

• At least 5 years of experience as an Assistant Relationship Manager (ARM) or 3 years of experience as an ARM and a relevant advanced degree (e.g., bachelor's degree, CFA/AZIEK/CAIA), not including any apprenticeship period
• Excellent language skills (written and spoken) in English, Mandarin, German, and French are a plus
• Proven track record in serving bank customers with complex needs (onboarding new customers, maintaining and expanding existing relationships)
• Successful completion of the applicable internal AM Intermediary program