Client Account Manager WM – Greece & Cyprus Team

Your role

Are you looking for a new challenge in the dynamic and fast-paced world of wealth management? Do you want to be part of a high-performing team? Do you have a “can-do” attitude and want to be part of our growth story and make an impact? Do you want to proactively go the extra mile with us to help our sophisticated clients? Are you curious, proactive, and always striving to make a positive impact on clients? We are looking for a Client Account Manager who:

• manages day-to-day operations in the area of PC/HNW client support and provides high-quality services
• serves as the point of contact for your customers and acts as a trusted client account manager
• Assisted client advisors in developing investment solutions and ideas
• Supported client advisors during client visits
• occasionally accompanied client advisors on client visits

Your team

You will work on the Greece & Cyprus team as a Client Account Manager serving our wealthiest families. You will help grow our clients' wealth through investment solutions and ideas.

Your expertise

• Experience in the financial industry, ideally
• Bachelor's degree or equivalent financial qualifications
• A solid understanding of financial products and solutions such as deposits, banking, brokerage, custody, investments, and credit products
• Effective relationship management skills, with the ability to demonstrate situational awareness and initiative
• able to use tools and resources to improve efficiency and confidence
• Interest in financial markets and instruments
• common sense and problem-solving skills
• Excellent written and oral communication skills
• Confident, motivated, and capable of adding value
• professional-level proficiency in English and French

We offer

We offer you a challenging and dynamic work environment where you can use your skills and experience to provide our customers with the best possible service. We are a team that values and promotes collaboration and mutual support. We offer flexible working conditions and opportunities for professional development and career planning. Our inclusive culture brings out the best in our employees, regardless of where they are in their careers. We use artificial intelligence (AI) to work more efficiently and intelligently. We 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.