Account Manager Private Banking - NRI Switzerland

About the job

The position of Account Manager Private Banking - NRI Switzerland involves responsibility for account administration, documentation formalities, and tasks in day-to-day operations and projects relating to account administration.

Tasks

The main tasks include:

• Ensuring that accurate and high-quality client relationship documentation formalities are complied with and maintained
• Professional execution of operational account management
• Participating in client meetings and preparing parts of the meeting
• Maintenance of client key data in consultation with the relationship manager
• Interacting with clients in an independent and professional manner
• Proactive support for the relationship manager and team in client relations

Business administration

Business administration includes:

• The management of internal projects affecting client relationships
• Resolving administrative issues and ensuring that all relevant systems are maintained and updated
• The collection and dissemination of relevant information, ideas, insights, and research findings to improve processes and increase productivity and quality.

Risk management and controls

Risk management and controls include:

• Active support in risk management
• Ensuring compliance with local regulations and internal policies and standards
• The timely clarification of open issues and the assessment of deficiencies
• Ensuring that ethical and compliant behavior is guaranteed within his area of responsibility

Your profile

The ideal profile includes:

Personal and social skills

• Excellent adaptability
• Friendly, trustworthy, and discreet personality
• Proactive and independent approach to work
• Positive attitude and open approach to challenges
• High service orientation and passion for client service

Professional skills

• Knowledge of non-monetary markets
• At least 5 years of experience as an Assistant Relationship Manager or 3 years of experience as an Assistant Relationship Manager and a corresponding higher qualification