Account Manager Private Banking for CEE

Aufgaben

• Ensures that accurate and high-quality client relationship documentation formalities are met and maintained to a high standard at all times including client identification documentation (CIDs), account opening forms and other legal forms
• Actively ensures that operational account management is undertaken professionally, with all tasks/ system alerts cleared directly where possible or via RM if investment related advice is needed
• Where appropriate is part of client meetings and even leads parts of the meeting (e.g. documentation formalities, compliance, other requests of the client) if case allows
• Actively maintains client key data in liaison with the RM to ensure CRM and other data sets are correct for good maintenance of the relationship
• Interacts with clients in an independent and professional manner in all aspects of account management
• Proactively identifies the lead in supporting the RM/TH in client relationship and all related tasks (systems, applications, processes, documents etc.), with high-quality, precision and timely responsiveness
• Ensures operational coverage and client interaction (not on advice) within the team during absence
• Completes presentations, independently drafts investment proposals and supports in marketing activities
• Creates and provides clients with customized information, reports and statistics, etc.
• Manages the RM/TH calendar, prepares client meetings, organizes business trips, complete the post processing of client calls, client meetings or business trips for RMs/THs on his/her own

Business Management

• Manages the internal projects which impact the account relationships of a RM, directly solving the 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

Risikomanagement & Kontrollen

• Actively helps managing risk (support first line of defence), i. e. in client documentation, by raising concerns, following up on issues independently and by escalating when in doubt
• Ensures adherence to local regulations and compliance with internal policies and standards (e.g. new account openings, account maintenance, client phone calls or signing off at own level of competence etc.) in collaboration with the respective RMs and TH
• Ensures timely clearing of pending items and escalated deficiencies
• Ensures appropriate ethical and compliant behaviour in his/her area of responsibility
• Ensures correct, measurable and understandable documentation of client interactions/client orders in the corresponding tools (e.g. CRM, DAS)

Anforderungen

• Commercial apprenticeship and job related higher degree (e.g. Bachelor, CFA/AZΕΚ/CAIA)
• 4 - 5 years of working experience as an Assistant Relationship Manager in a Bank
• Proven track record in servicing banking clients with complex needs (on boarding of new clients, maintaining and extending current relationships)
• Several years of experience in Compliance topics and is aware of current regulations and KYC related needs
• Operate proficiently Microsoft Office for working on regular presentation preparations, spreadsheets
• Strong organizational skills
• Fluency in English (oral and written) is a must, German and Russian are an advantage
• Service oriented, discover and responsible
• Friendly, open personality, well-presented and professional appearance
• Able to work independently, well organized, swift and accurate even when under pressure