Private Banking Account Manager for Central and Eastern Europe

About the job

The position of Private Banking Account Manager for CEE involves responsibility for account administration, documentation procedures, and tasks related to day-to-day operations and projects concerning account administration.

Tasks

The main tasks include:

• Client administration and management, including the creation and maintenance of client relationship documentation and formalities
• Operational account management, including handling system alerts and interacting with clients
• Assisting the Relationship Manager with client relationships and tasks
• Preparation of presentations, investment proposals, and marketing activities
• Managing the relationship manager's calendar, preparing for client meetings, and organizing business trips

Business administration

Business administration includes:

• Management of internal projects related to the Relationship Manager's client relationships
• Collecting and sharing information, ideas, and research findings to improve processes and increase productivity

Risk Management and Control

Risk management and control include:

• Support for risk management, including the identification and escalation of risks
• Compliance with local regulations and internal policies and standards
• Responsibility for documenting client interactions and instructions

Your profiles

The requirements for the position include:

• Business training and a relevant college degree (e.g., Bachelor's degree, CFA/AZEK/CFA)
• 4–5 years of professional experience as an Assistant Relationship Manager at a bank
• Proven experience in dealing with complex banking clients and in compliance matters
• Strong organizational skills and proficiency in Microsoft Office

We offer

The exact description of the services offered is not specified.