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:

• Client administration and management, including ensuring compliance with accurate and high-quality client relationship documentation procedures
• Operational account management, including resolving issues and system alerts
• Assisting the Relationship Manager (RM) with client meetings and inquiries
• Maintenance of client key data in collaboration with the RM
• Independent and professional interaction with clients in all aspects of account management

Business administration

Business administration includes:

• Management of internal projects related to the RM's account relationships
• Collecting and sharing relevant information, ideas, insights, and research findings with colleagues to improve processes and boost productivity and quality

Risk Management and Control

Risk management and control include:

• Support with risk management, including risk identification and escalation in cases of uncertainty
• Ensuring compliance with local regulations and internal guidelines and standards
• Ensuring that outstanding issues are resolved in a timely manner and that accounting records are accurate

Your profiles

The ideal candidate will have:

Personal and social skills

• Excellent ability to adapt to different situations
• Friendly, trustworthy and discreet personality with high risk awareness
• Proactive and independent approach to work
• Positive attitude and open approach to challenges
• High service orientation and passion for client service

Professional skills

• 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