Client Account Manager Wealth Management (WM)

Your role

We are regularly looking for a Wealth Management (WM) Client Account Manager who:

• Supports client advisors in delivering exceptional client services and experiences
• Assists client advisors with administrative, risk, legal, and compliance-related tasks and responsibilities
• manages day-to-day operations in the HNW I Client Service division and provides high-quality services
• is the first point of contact for processing client orders, such as stock orders, foreign exchange, loans, and deposits
• is the primary point of contact for our clients' day-to-day banking transactions and administrative tasks
• Manages daily client transactions and handles inquiries and issues
• Performs account maintenance tasks and client-related processes, such as opening and closing accounts, suitability assessments, initial and recurring KYC and due diligence
• Assists client advisors with business travel and helps prepare for client meetings

Your expertise

• Experience in the financial services industry, ideally
• unwavering attention to detail, even
• Team player who remains calm while
• works with the utmost discretion and tact
• Fluent in English and at least one other language

We offer

We know that it is our people—with their diverse skills, experiences, and backgrounds—who drive our continued success. We are committed to our craft and passionate about putting our people first, providing them with new challenges, a supportive team, opportunities for growth, and flexible work options whenever possible. Our inclusive culture brings out the best in our employees, no matter where they are on their career paths. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we are more than the sum of our parts.