Account Manager

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YOUR CHALLENGE

Client Administration and Management

• Actively ensures that operational account management is undertaken professionally, with all tasks/ system alerts cleared directly where possible
• Proactively takes the lead in supporting the RM and team in client interaction in all respects, with high quality, precision, and timely response
• Interacts with clients in an independent and professional manner in all aspects of account management
• Ensures accurate and high-quality client relationship document formalities are met and maintained to a high standard at all times
• Actively maintains client key data in line with the RM to ensure data sets are correct for good maintenance of the relationship
• Creates and provides clients with customized information, reports, and statistics
• Where appropriate, part of client meetings and can even lead parts of the meeting (e.g. documentation formalities, compliance, other requests of the client) if case allows
• Compiles presentations and supports in marketing activities
• Promotes and services dedicated Intermediates channels

Business Management

• Organises and follows up client meetings, including logistics and document preparation, on own initiative
• Supports the RM in investigations and troubleshooting, maintaining close bank-internal cross-team/ division collaboration
• Manage the internal projects that impact the account relationship of an RM, directly solving the administrative issues that arise and ensuring that all relevant systems are maintained and updated, and all documentation is collected as necessary
• Provides professional input/proposals for improvements based on experience, incident occurrence or market requirement

YOUR PROFILE

Education and Experience

• Relevant work experience as Assistant Relationship Manager or 3 years of experience as ARM together with a job-related high degree (e.g. Bachelor, CFA or similar) without counting the apprenticeship period
• Successful completion of the internal ARM training programme
• Proven track record in servicing banking clients with complex needs (onboarding of new clients, maintaining and extending existing relationships)

Professional Skills

• Advanced knowledge of financial markets: structure, function and legal/regulatory environment as well as industry awareness
• Sound affinity with the geographic market(s) covered
• Advanced understanding of relevant products and services applicable to EAM clients, plus valuation programs
• Strong fluency in English (both written and verbal) and preferably in Business Mandarin due to the market requirement
• Very good MS Office skills

Personal and Social Skills

• Independent work approach
• Excellent situational adaptability (able to work with RMs and clients from diverse backgrounds with complete needs)
• Positive “can do” attitude and approaches challenges with an open mindset
• Takes on extra responsibilities at own initiative

• CFA® Program Level 1 and 2
• Preferably with CMFAS Modules 1B, 5, 6A certification