Account Manager Private Banking - NRI Switzerland

Aufgaben

• Ensures that accurate and high-quality client relationship documentation formalities are met and maintained at a high standard at all times including client identification documentation (CID), client on-boarding, and client review process
• Ensures that operational account management is undertaken professionally, with all tasks/ system alerts checked directly where possible or via RM if investment related advice is needed
• Whenever appropriate, a client meeting and or level part of the meeting (e. g. documentation formalities, compliance, other requests of the client) can be allocated
• Actively maintains 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 on an independent and professional manner in all aspects of account management
• Proactively takes the lead in supporting the RM(s) in client relationship and all related tasks (systems, applications, processes, documents etc.), with high quality, precision and timely responsiveness
• Ensures experimental coverage and client interaction (not advising) within the team during absences
• Compiles presentations, independently drafts investment proposals and supports in marketing
• Creates and provides clients with customized information, reports and statistics, etc.
• Manages the RM(s) timetable, prepares client meetings, organizes business trips, completes post-processing of client calls, client meetings to ensure follow-up and high-level market client relationship to provide the best possible client experience

Business Management

• Manages the internal processes which impact the account relationships of a RM, directly solving the administrative tasks that ensure that all relevant systems are maintained and updated and all documentation collected as necessary
• Collects and shares relevant information, ideas, findings and research/information colleagues to improve processes and to increase productivity and quality

Risikomanagement & Kontrollen

• Actively helps managing risk (first line of defense), i. e. 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 opening, account maintenance, keeping client phone concerns complete etc.) in collaboration with the respective RM(s) and Risk and Compliance (R&C)
• Ensures timely escalation of potential terms and escalated deficiencies
• Ensures appropriate ethical and compliant behaviour in higher areas of responsibility
• Ensures correct, meaningful and understandable documentation of client interaction/client orders in the corresponding tools (e. CRM, GDIS)

Ihre Profile

Personale & Soziale Fähigkeiten

• Exzellente situative Anpassungsfähigkeit (in der Lage, mit RM(s) oder Kunden aus verschiedenen Hintergründen zu arbeiten)
• Freundlich, flexibel und eine ausgeprägte Fähigkeit, auf hohem Risikobewusstseinsniveau zu arbeiten
• Proaktiver und unabhängiger Arbeitsansatz
• Positives "can do"-Mindset und geht Herausforderungen mit offener Gesinnung an
• Übernimmt zusätzliche Verantwortung mit Initiative
• Sehr serviceorientiert und leidenschaftlich an der Kundenbetreuung interessiert
• Ausgezeichnete Kommunikationsfähigkeiten und kommuniziert immer freundlich, kompetent und strebt nach Exzellenz, indem er Wege findet, Dinge smarter, schneller, besser zu machen und ist auch nicht afraid, den Status quo in Frage zu stellen
• Systematischer, präziser und gewissenhafter Arbeitsstil und die Fähigkeit, unter Druck außergewöhnlich gut zu arbeiten
• Teamplayer
• Hohe persönliche Integrität und ethisches Verhalten
• Ist eine "go-to"-Person, z. B. durch die Unterstützung von Kollegen, die Schulung anderer Assistenten, die Teilnahme am "Buddy-Programm"