Account Manager Private Banking - NRI Switzerland

Tasks

• Ensures that accurate and high-quality client relationship documentation procedures are followed and maintained to a high standard, including client identification documentation (CID), client due diligence, files, and relevant legal forms
• Actively manages the day-to-day account operations, with all tasks and system alerts reviewed either directly or through the Relationship Manager (RM) when investment-related advice is required
• Maintains key data in accordance with the RM to ensure that the CRM and other records are accurate, thereby fostering strong relationships
• Interact with customers in a professional and independent manner in all aspects of account management
• Proactively takes the lead in supporting the RM(s) in customer relations and all related tasks (systems, applications, processes, documents, etc.) with a high level of quality, precision, and responsiveness

management

• Manages internal processes related to an RM’s account relationships, resolves administrative issues directly, and ensures that all account systems are maintained and updated and that documents are collected as needed
• Collect and share relevant information, ideas, insights, and research findings with colleagues to improve processes and boost productivity and quality

Risk management & controls

• Actively supports risk management (first line of defense), e.g., client documentation, by raising concerns, independently investigating issues, and taking prompt action when doubts arise
• Ensures compliance with local regulations and internal policies and standards (e.g., opening new accounts, modifying client profiles, requesting phone calls, or sending documents at the appropriate level of completeness, etc.) in collaboration with the relevant relationship manager(s) and in accordance with internal procedures and escalation protocols
• Ensures that outstanding issues and escalated defects are resolved in a timely manner
• Ensures that ethical and compliant behavior is demonstrated in positions of greater responsibility
• Ensure that client interactions and client orders are documented accurately, clearly, and comprehensively in the appropriate tools (e.g., CRM, GDIS)

Your Profile & Social Skills

• Excellent adaptability to different situations (able to work with managers or clients from diverse backgrounds)
• Friendly, flexible, and a strong personality with a high level of risk awareness
• Proactive and independent approach to work
• Has a positive, "can-do" attitude and approaches challenges with an open mind
• Takes on new responsibilities with initiative
• Highly service-oriented and passionate about customer service
• Excellent communication skills; always communicates in a friendly, professional, and tactful manner
• Strives for excellence by finding ways to do things smarter, faster