Account Manager LATAM, Intermediaries, Geneva, 100% (f/m/d)

Job Description

• The Account Manager Intermediaries (AM) takes ownership of the account administration, documentation, and tasks in daily operations and projects impacting the account administration.
• The responsibilities include order placement, handling of client requests, execution of trades and managing private clients from around the world.
• The AM ensures the operational client account management and interacts with internal as well as external stakeholders independently, provides clients with relevant information and supports the RM in finding customized solutions.
• Furthermore, the AM acts as role model in bringing the best service quality and Group Head (GH) in a fast, professional and friendly manner, and thus, helping the team to grow its current client base.
• He/she channels client feedback to the relevant individuals and departments within the Bank to ensure continuous improvement and fast adaptation of processes.
• The AM shows professional commitment, ensuring excellent administration of the account, to clients as well as to the Bank and is willing to go the extra mile.

Client Administration & Management

• Supports the RMs and the team in client interactions in all respects
• Responds to incoming calls and takes prompt action
• Maintains and updates records of client instructions, details, and preferences
• Creates system-based reports for the RMs
• Provides clients with verbal and/or written information and data, giving neither advice nor any statement of opinion as value judgement
• Handles and executes clients' requests by processing orders, trades, transactions, and payments (outside e-channels)

Business Management

• Manages the internal topics which impact the account administration of an RM, directly servicing administrative issues that arise and ensuring that all relevant systems are maintained and updated and all documentation collected as necessary
• Collects and shares relevant information, ideas, findings and research with colleagues to improve processes and to increase productivity and quality
• Conducts reviews, plans ahead and documents his/her work on all times
• Provides professional input proposals for improvements based on experience, incident observation and other experiences

Requirements

• Proven track record in servicing banking clients with complex needs (on boarding of new clients, maintaining and extending current relationships)
• Sound affinity with clients, RMs and business development team to foster growth along the way
• Familiarity with operating systems is a plus
• Sound affinity with Latin America and Switzerland, i.e. familiar with the legal and regulatory environment as well as cultural awareness
• Advanced knowledge of global financial markets and current developments in the industry
• Native level in Spanish, and fluency in French and English (oral and written)
• Good MS Office skills