Private Banking Account Manager - Italy Market, Zurich

Tasks

The responsibilities of the Private Banking Account Manager include:

• Handling account administration, documentation procedures, and client administration tasks
• Assisting the Relationship Manager in maintaining client relationships and cross-selling
• Achieving continuous improvement and rapid adaptation of processes

Client Administration & Management

The tasks in this area include:

• Ensuring that accurate and high-quality client relationship documentation is formalized and maintained to a high standard
• Professional asset management services, including trade confirmations and advisory services
• Maintaining key client data in consultation with the Relationship Manager
• Ensuring that transactions are conducted independently and professionally

Business Management

The tasks in this area include:

• Managing internal projects related to the relationship manager's client relationships
• Collecting and sharing relevant information, ideas, and research findings to improve processes and increase productivity

Risk Management & Controls

The tasks in this area include:

• Support with risk management, including client documentation and escalation of concerns
• Ensuring compliance with local regulations and internal policies
• Identification of Potential Operational Losses and Escalation of Deficiencies

Requirements

The requirements for the Private Banking Account Manager include:

• Excellent ability to adapt to different situations and flexibility
• Proactive and independent approach to work
• High self-confidence and a positive attitude
• Excellent communication skills and a client-centered approach

Professional Skills

The professional skills requirements include:

• At least 5 years of experience as an Assistant Relationship Manager, or 3 years of experience as an Assistant Relationship Manager and a relevant advanced degree
• Excellent language skills (written and spoken) in line with specific market requirements
• Proven experience in the banking sector, particularly in serving clients with complex needs