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 created and maintained
• Operational account management: Professional handling of all tasks and system alerts, either directly or through the Relationship Manager (RM) when investment-related advice is required
• Supporting the RM in client relations and all related tasks
• Interact with clients in a professional and independent manner 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 account systems are maintained and updated
• Collecting and sharing relevant information, ideas, insights, and research findings with colleagues 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) by ensuring the accuracy of client documentation
• Adherence to local regulations and compliance with internal policies and standards
• Ensuring that all client forms and escalations are processed in a timely manner
• Ensuring that ethical and compliant behavior is upheld in positions of greater responsibility

Your Profile & Social Skills

The necessary social skills include:

• Excellent ability to adapt to different situations
• Friendliness, flexibility, and a strong awareness of risk
• Proactive and independent approach to work
• A positive, "can-do" attitude and an open-minded approach to challenges
• High service orientation and passion for client service
• Excellent communication skills and consistently friendly, professional, and precise communication

Professional skills

The required professional skills include:

• In-depth knowledge of non-spot markets
• At least 5 years of experience as an ARM, or 3 years of experience as an ARM and a relevant advanced degree
• Excellent language skills (written and spoken) in accordance with specific market requirements
• Proven track record in serving bank customers with complex needs
• Successful completion of the internal AM-PB training program