Account Manager Private Banking - NRI Switzerland

Tasks

The responsibilities of the Private Banking Account Manager include:

• Client Administration & Management: Ensuring that accurate and high-quality client relationship documentation is maintained
• Operational Account Management: Professional handling of tasks and system alerts
• Assisting the Relationship Manager (RM) with client relationships and related tasks
• Independent and professional interaction with clients in all aspects of account management

Business Management

The responsibilities in the area of business management include:

• Management of internal processes related to the RM's account relationships
• Resolving administrative issues and ensuring that all relevant systems are maintained and updated
• Collecting and sharing relevant information, ideas, trends, and research findings to improve processes and boost productivity and quality

Risk management & controls

The responsibilities in the area of Risk Management & Controls include:

• Support for risk management (first line of defense) through client-specific documentation
• Ensuring compliance with local regulations and internal policies and standards
• Timely resolution of outstanding issues and escalated defects
• Ensuring appropriate, ethical, and compliant conduct in positions of greater responsibility

Requirements

The requirements for the Private Banking Account Manager include:

• Excellent adaptability to different situations and the ability to collaborate with managers or clients from diverse backgrounds
• Friendly, flexible, and risk-aware behavior
• Proactive and independent approach to work
• A positive, "can-do" attitude and an open-minded approach to challenges
• A strong focus on service and a passion for client service

Professional requirements

The professional requirements include:

• At least 5 years of experience as an ARM, or 3 years of experience as an ARM and a relevant advanced degree (e.g., bachelor’s degree, CFA/LM/CIAA)
• Excellent language skills (written and spoken) in accordance with specific market requirements
• A proven track record of successfully serving existing bank customers with diverse needs
• Successful completion of the internal AM-PB training program