Junior Account Manager

Tasks

The responsibilities of the Junior Account Manager include:

• Handling account administration, documentation procedures, and tasks related to account administration in day-to-day operations and projects
• Ensuring that accurate and high-quality client relationship documentation procedures are followed and maintained to a high standard, including client identification documentation (CID), account opening forms, and other relevant legal forms
• Professional management of operational account administration, including all tasks and system alerts that can be resolved directly or through the Relationship Manager (RM)
• Attend client meetings and, if necessary, manage certain aspects of the meeting (e.g., documentation formalities, compliance, other client inquiries)
• Independent and professional interaction with clients in all aspects of account management
• Proactively support Relationship Managers (RMs) and Team Leaders (TLs) in client relations and all related tasks
• Creation and provision of customized information, reports, and statistics for clients

Requirements

The requirements for the Junior Account Manager are:

• Excellent adaptability to different situations (able to work with relationship managers and clients from diverse backgrounds)
• Friendly, trustworthy and discreet personality with high risk awareness
• Proactive and independent approach to work
• A positive "can-do" attitude and an open-minded approach to challenges
• A strong focus on service and a passion for client service
• Excellent communication skills and consistently friendly, knowledgeable, and professional communication
• High potential, strong entrepreneurial mindset, proactive attitude
• A reliable person who helps colleagues, trains other assistants, and participates in the "buddy program"

Professional and Technical Skills

The required professional and technical skills are:

• Familiarity with the geographic market, including the legal and regulatory environment and cultural sensitivity
• In-depth understanding of relevant products, services, and tools in the Intermediaries & Family Offices sector
• Advanced knowledge of global financial markets and current developments in the industry
• Successful completion of the internal AM Intermediaries & FO training program

We offer

We are offering a 12-month temporary position that may lead to a permanent position, depending on performance and business needs.