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? Would you like 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 a positive impact? Are you willing to proactively go the extra mile with us to help our discerning clients? We are looking for a Client Account Manager who:

• manages day-to-day operations in the PC/HNW client services division and provides high-quality services
• serves as the point of contact for your customers and offers customized solutions
• monitored the cross-selling opportunities identified by the customer service representatives and discussed them with the representatives
• supports client advisors in developing investment solutions
• supports customer service representatives during client meetings
• occasionally accompanied customer service representatives to client meetings

Your team

You will work on the Greece & Cyprus team as a Client Account Manager for the wealthiest families. Your efforts will help manage, preserve, and grow our clients’ wealth through investment solutions and targeted advice.

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; able to demonstrate situational awareness and initiative
• able to use tools and resources to gather market information
• Interest in financial markets and investment products
• 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

What we offer

We offer a challenging and supportive environment where you can use your skills and experience to assist our clients. We are a team that values collaboration and innovation and offers you the opportunity to develop your career and grow. We provide flexible work arrangements whenever possible and foster an inclusive culture that celebrates the diversity and individual strengths of our employees.