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

Tasks

The responsibilities of the Private Banking Account Manager include:

• Proactive support for relationship managers in customer relationship management and all related tasks
• Attending client meetings and managing specific aspects of them (e.g., documentation requirements, compliance, and other inquiries)
• Ensuring professional day-to-day account management, including all tasks and system alerts that can be handled directly by 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 of customer orders, such as payments, loans, and foreign exchange and securities transactions; opening and closing accounts; account maintenance (general bookkeeping); cash management; 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 notifications (consultation process, CRM alerts, etc.)
• Independent and professional interaction with clients in all aspects of account management
• Preparation of presentations, independent development of investment proposals, and support for marketing activities
• Resolving administrative issues as they arise and ensuring that all relevant systems are maintained and updated and that all documentation is collected as required
• Organization of business trips and client meetings
• Covering for colleagues on the team and relationship managers during their absences

Requirements

The requirements for the Private Banking Account Manager include:

• Successful completion of the internal AM PB 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 ability to adapt to different situations (able to work with RMAs and customers 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; always friendly, knowledgeable, and professional in communication
• High personal integrity and ethical conduct

We offer

No information available.