Senior Account Manager, Private Banking, Middle East & Africa, Geneva, Full-time (f/m/d)

Tasks

The responsibilities of the Lead Account Manager, Private Banking, include:

• Managing the team of Assistant Relationship Managers, including coaching, day-to-day support, and administrative tasks
• Proactive support for relationship managers in maintaining customer relationships and handling all related tasks
• Attending client meetings and managing specific aspects of them (e.g., documentation requirements, compliance, and other inquiries)
• Ensuring that day-to-day account management is handled professionally, with all tasks and system alerts addressed either directly or through the relationship manager
• Ensuring that accurate and high-quality customer relationship documentation procedures are followed and maintained to a high standard, including customer identification documentation (CID) and account opening forms
• Processing customer requests, such as payments, loans, foreign exchange and securities transactions, account openings and closures, account maintenance, and cash management, as well as updating the customer database
• Ensuring that customers’ KYC documentation (e.g., annual account reviews and new account openings) is updated in consultation with the relationship managers
• Special attention to AML monitoring and regulatory reporting (advisory process, CRM, and account opening)

Requirements

The requirements for the Lead Account Manager, Private Banking, are:

• At least 5 years of experience as an Assistant Relationship Manager, or 3 years of experience as an Assistant Relationship Manager plus an advanced degree (e.g., bachelor’s degree, CFA/AZEEK/CAIA), not including time spent in training
• English is absolutely required; French is a plus
• Leadership experience is a plus
• A proven track record of success in serving clients with complex needs (onboarding new clients, maintaining and expanding existing relationships)
• Successful completion of the internal AM/PB training program
• A strong understanding of the market, including the legal and regulatory environment, as well as cultural knowledge
• A deep understanding of the relevant products, services, and tools in private banking, as well as a solid knowledge of global financial markets and current industry trends
• Excellent adaptability to different situations (able to work with relationship managers and clients from diverse backgrounds)
• A friendly, trustworthy, and discreet person with a strong awareness of risk

We offer

We offer challenging and varied work in a dynamic team.