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

Tasks

• Ensures that accurate and high-quality client relationship documentation formalities are met and maintained to a high standard at all times, including client identification documentation (CDB), account opening forms, and other relevant legal forms.
• Actively ensures that operational account management is undertaken professionally, with all tasks/system alerts cleared directly where possible or via RM if necessary.
• Where appropriate, participates in client meetings and even leads parts of the meeting (e.g., documentation formalities, compliance, other client requests) if the call allows.
• Actively maintains client key data in liaison with the RM to ensure CRM and other data sets are correct for good maintenance of the relationship
• Interacts 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 relationship and all related tasks (systems, applications, processes, documents, etc.), with high-quality, precision, and timely responsiveness.
• Ensures operational coverage and client interaction (not advice) within the team during absences responsiveness
• Creates and provides clients with customized information, reports, statistics, etc.

Requirements

Personnel and social skills

• Excellent situational adaptability (able to work with RMs and customers from different backgrounds)
• Friendly, trustworthy, and discreet personality with a high level of 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 customer care

Professional and Technical Skills

• Solid affinity with the geographical markets covered, i.e., familiar with the legal and regulatory environment and cultural sensitivity
• 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

We offer