Private Banking Account Manager for Central and Eastern Europe

Tasks

The responsibilities of the Private Banking Account Manager for CEE include:

• Client Administration & Management: Ensuring that accurate and high-quality client relationship documentation and formalities are followed and maintained
• Operational Account Management: Professional handling of tasks and system alerts, as well as providing support to Relationship Managers (RMs/THs) in investment-related consultations
• Interaction with customers: Independent and professional interaction with customers in all aspects of account management
• Support for RMs/THs: Proactive support for RMs/THs in client relationships and all related tasks
• Business Management: Managing internal projects related to RMs' client relationships, as well as providing guidance on administrative matters
• Risk Management & Controls: Active support in risk management, particularly with regard to client documentation, as well as compliance with local regulations and internal policies

Requirements

The requirements for this position are:

• Business education and a job-related advanced degree (e.g., Bachelor's degree, CFA/AZII/CIMA)
• 4–5 years of professional experience as an Assistant Relationship Manager at a bank
• Proven experience in handling complex customer needs (onboarding new customers, maintaining and expanding existing relationships)
• Experience in compliance matters and knowledge of current regulations and KYC-related requirements
• Professional proficiency in Microsoft Office for creating presentations and spreadsheets
• Strong organizational skills
• Fluency in English (written and spoken) is required; knowledge of German and Russian is a plus
• Service-oriented, discreet, and responsible
• Friendly, outgoing personality, well-groomed, and professional demeanor
• Ability to work independently, be well-organized, and work quickly and accurately, even under pressure

We offer

Unfortunately, no information about the offer is available.