Account Manager Private Banking - NRI Switzerland

Tasks

The responsibilities of the Private Banking Account Manager include:

• Client Administration & Management: Ensuring that accurate, high-quality client relationship documentation is formalized and maintained to a high standard
• Operational Account Management: Professional handling of all tasks and system alerts, as well as participation in client meetings and case assignments
• Assisting the Relationship Manager (RM) with 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
• Collecting and sharing relevant information, ideas, insights, and research findings to improve processes and enhance productivity and quality

Risk management & controls

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

• Support for risk management (first line of defense), e.g., by reviewing client documentation and reporting concerns
• Ensuring compliance with local regulations and internal guidelines and standards
• Timely resolution of outstanding issues and defects

Requirements

The requirements for the Private Banking Account Manager are:

• Excellent ability to adapt to different situations and contexts
• A friendly, flexible, and outgoing person with a strong awareness of risk
• Proactive and independent approach to work
• Positive attitude and open approach to challenges
• A strong focus on service and a passion for client service

Professional requirements

The professional requirements are:

• 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 line with specific market requirements
• A proven track record of success in acquiring banking clients with complex needs
• Successful completion of the internal AM PB training program

We offer

We offer a challenging and varied role in a dynamic environment.