Account Manager - Intermediaries

Job description

Tasks

• Client Administration & Management:
  • Ensure that accurate and high quality documentation formalities for client relationships are met and maintained
  • Professional execution of operational account management tasks
  • Attending client meetings and ensuring compliance with documentation formalities, compliance and other client requirements
  • Active maintenance of customer master data in cooperation with the Relationship Manager
  • Independent and professional interaction with clients in all aspects of account management
  • Proactively support the Relationship Manager in managing client relationships and related tasks
  • Ensuring operational coverage and customer interaction during absences
  • Creation and provision of customized information, reports and statistics for customers
• Business Management:
  • Organization and follow-up of customer meetings, including logistics and document preparation
  • Supporting the Relationship Manager with investigations and troubleshooting
  • Managing internal projects that impact a relationship manager's client relationships
  • Creation of professional proposals for improvements based on experience, incidents or observations
• Risk management:
  • First line of defense against risk by raising concerns, tracking issues and escalating when in doubt
  • Demonstrate appropriate values and behaviors, including honesty, integrity, diligence and conscientiousness

Requirements

Education and experience

• Relevant work experience as an Assistant Relationship Manager or 3 years experience as an ARM together with a job-related university degree
• Successful completion of the internal ARM training program
• Proven experience in serving banking clients with complex needs

Professional skills

• Advanced knowledge of financial markets: structure, function and legal/regulatory environment
• Solid affinity with the geographic market
• Advanced understanding of relevant products and services for EAM customers
• Very good MS Office skills
• Fluency in English (written and oral) and preferably in Business Mandarin

Personal and social skills

• Independent working approach
• Excellent adaptability to different situations
• Positive "can-do" mindset and open approach to challenges

Additional requirements

• MAS registration/appointment as representative
• CA(S) papers 1 and 2
• Preferably CMFAS modules 1B, 5, 6A, 6B certification

We offer

• A dynamic and innovative working environment
• Fair and competitive remuneration