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

Tasks

• Takes responsibility for account administration, documentation, and tasks related to day-to-day operations as well as projects involving account administration.
• Ensures that day-to-day customer account management is carried out and interacts independently with internal and external stakeholders.
• Provides customers with relevant information and assists the Relationship Manager (RM) in developing customized solutions.
• Serves as a role model for the highest quality of service and supports the Group (GHS) in a prompt, professional, and friendly manner, thereby helping the team optimize and expand its current customer base.
• Channels customer feedback to the relevant individuals and departments within the bank to facilitate continuous improvement and rapid adaptation of processes.
• Demonstrates a professional commitment and ensures excellent account management for both clients and the bank, and is willing to go the extra mile.
• Supports the RMs and the team in all aspects of customer interactions.
• Answers incoming calls and takes immediate action.
• Maintain and update records of customer instructions, details, and preferences.
• Generates system-based reports for the RMs.
• Provides customers with verbal and/or written information and data, but does not offer advice or make value judgments.
• Handles and processes customer inquiries by processing orders, trades, transactions, and deposits/withdrawals (excluding those made through electronic channels).
• Manages internal projects related to account administration, resolves administrative issues directly with the RMs, and ensures that all relevant systems are maintained and all necessary documentation is collected.
• Share relevant information, deals, submissions, and research with colleagues to streamline processes and improve productivity and quality.
• Conducts reviews, plans ahead, and documents his own work at all times.
• Provides professional suggestions for improvement based on experience and observations of incidents.

Requirements

• Proven experience in serving bank clients with complex needs (onboarding new clients as well as maintaining and expanding existing relationships).
• Advanced knowledge of global financial markets and current industry trends.
• Excellent knowledge of French and English (spoken and written). Knowledge of other languages is a plus.
• Excellent knowledge of MS Office.