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Account Manager Middle East
vor 4 Monaten
On behalf of our client, a renowned Swiss private bank, we are looking for an Account Manager in Zurich, focusing on the Middle East & Africa market.
Tasks
- Supports the Relationship Managers (RM) in managing, monitoring and reviewing of client investment portfolios
- Collaborates with internal experts from Markets, Investment Solutions and Wealth Planning to identify investment and service opportunities
- Communicates with clients and prospects directly in collaboration with the RM and guarantees desk coverage while the RM is on business trip
- 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 (CDB), account opening forms and other relevant legal forms
- Actively helps managing risk (support first line of defense), i.e. in client documentation, by raising concerns, following up on issues independently and by escalating when in doubt
- Interacts with clients in an independent and professional manner in all aspects of account management
- Maintain and update records of client instructions, client details and preferences
- Provide clients and Relationship Manager with information and data in verbal and/or written form as needed/requested
- Creates and provides clients with customized information, reports and statistics, etc.
- Liaise with other RM-Teams, Compliance, Risk Management, IC-Sales, Treasury & Trading, Operations & IT
- Always ensure adherence to compliance, legal guidelines, internal rules, regulations & policies etc.
**Requirements**:
- Bachelor in Finance and Banking or experience in the banking environment with job-related higher degree (e.g. Bachelor, CFA, AZEK or similar)
- At least 2 years of working experience as an Assistant Relationship Manager in the Private Banking or in Advisory or Trading in a Bank
- Proven track record in servicing banking clients with complex needs (on boarding of new clients, maintaining and extending current relationships)
- Solid financial knowledge
- 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 communication and organizational skills
- Fluency in English (oral and written), German would be an asset
- Service oriented, discreet and responsible
- Friendly, open personality, well-presented and professional appearance
- Able to work independently, well organized, swift and accurate even when under pressure
To start, we only need your resume, so you do not need to add a cover letter.
As soon as we have reviewed your documents, you will hear from us again.
We look forward to getting to know you
Please note that we only consider people with relevant technical expertise for this position. Residence in Switzerland is a must.
