Account Manager - Intermediaries

Job description: Account Manager - Intermediaries

Tasks

• Client Administration and Management:
  • Professional execution of operational account management tasks
  • Supporting the Relationship Manager (RM) and the team in customer interaction
  • Independent and professional interaction with clients in all aspects of account management
  • Ensuring accurate and high-quality customer relationship documentation
  • Active maintenance of customer data in cooperation with the RM
• Business Management:
  • Organization and follow-up of customer meetings
  • Supporting the RM with investigations and troubleshooting
  • Management of internal projects that have an impact on customer relationships
  • Creation of suggestions for improvement based on experience
• Other:
  • Full adherence to compliance, legal and internal guidelines
  • Function as the first line of defense against risks
  • Documentation of appropriate values and behavior

Requirements

Education and experience

• Relevant work experience as Assistant Relationship Manager or 3 years experience as ARM
• Job-related university degree (e.g. Bachelor, CFA or similar)
• Successful completion of the internal ARM training program
• Proven experience in serving banking clients with complex needs

Professional skills

• Advanced knowledge of the financial markets
• Familiarity with the geographic market
• Advanced understanding of relevant products and services
• Very good command of English (written and oral)

Personal characteristics

• Positive "can-do" mindset
• Taking on additional responsibility
• Striving for excellence
• Very good organizational skills
• Proactive, friendly and solution-oriented attitude
• Strong team player with excellent communication skills

Regulatory requirements

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

We offer