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

Tasks

• Leading the team of Assistant Relationship Managers, including coaching, day-to-day support, and all related 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)
• Actively ensure that operational account management is carried out professionally, with all tasks and system alerts addressed directly whenever possible, 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 (CIB) and account opening forms
• Processing customer requests, such as payments, loans, and foreign exchange and securities transactions; opening and closing accounts; maintaining accounts; updating the customer database
• Ensuring that customers’ KYC documentation (e.g., annual account reviews and new account openings) is prepared and updated in consultation with the relationship managers
• Special focus on AML, monitoring, and regulatory notifications (consultation process, CRM)
• Covering for colleagues on the team and relationship managers during their absences

Requirements

• At least 5 years of experience as an Assistant Relationship Manager, or 3 years of experience as an Assistant Relationship Manager plus a relevant higher education degree (e.g., bachelor’s degree, CFA/AZEK/CAA), excluding the apprenticeship period
• English is absolutely required; French is a plus
• Leadership experience is a plus
• Proven experience in serving bank clients with complex needs (onboarding new clients, maintaining and expanding existing relationships)
• Successful completion of the internal AMB training program
• A strong understanding of the market, including familiarity with the legal and regulatory environment as well as cultural sensitivity
• 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)
• Friendly, trustworthy and discreet personality with high risk awareness
• A proactive and independent approach to work, as well as taking on additional responsibilities on one’s own initiative
• Highly service-oriented and passionate about customer service, with exceptional communication skills, and always friendly, courteous, and professional in their interactions
• High personal integrity and ethical conduct

We offer