Account Manager

Job description: Account Manager

Tasks

• Client administration and management:
  • Professional implementation of operational account management
  • 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 documents
  • Active maintenance of customer master data
  • Creation and provision of customized information, reports and statistics for customers
  • Participation in customer meetings and leading parts of the meeting
  • Compilation of presentations and support with marketing activities
  • Promotion and service of dedicated intermediates channels
• Business Management:
  • Organization and follow-up of customer meetings
  • Supporting the RM with investigations and troubleshooting
  • Management of internal projects that affect the account relationship of an RM
  • Creation of professional proposals for improvements
• Other:
  • Full adherence to compliance, legal and internal guidelines
  • First line of risk deficiency by raising concerns and independent follow-up of issues
  • Demonstration of appropriate values and behavior

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
• Solid affinity with the geographic market
• Advanced understanding of relevant products and services
• Very good MS Office skills
• Strong fluency in English (written and spoken) and preferably in Business Mandarin

Personal and social skills

• Independent working approach
• Excellent situational adaptability
• Positive "can-do" mindset
• Taking on additional responsibilities on your own initiative

Additional requirements

• CA(S) Papers 1 and 2
• Preferably with CMFAS modules 1B, 5, 6A, IA certification

We offer