Account Manager

vor 1 Tag

Zürich, Schweiz Yakoubi Associates Vollzeit

On behalf of a boutique bank based in Zurich, offering innovative wealth solutions to internationally active entrepreneurs and families, with additional offices in Geneva and Lugano, we are seeking a qualified candidate for the position of an Account Manager / Junior Relationship Manager to join the team at the earliest opportunity.

Tasks
  • Provide administrative and operational support to one Relationship Manager in their day-today tasks and co-ownership of smaller client book
  • Understanding the needs and expectations of Relationship Managers and preparing client reports and presentations
  • Welcoming clients on the phone and at the office in a friendly and professional manner
  • Organizing client business meetings and various other support duties for the Relationship Managers
  • Placing and monitoring of stock exchange, FX, FD and loan orders
  • Support the Private Banker in completing credit applications and KYC
  • Performing account maintenance procedures including account openings and closings, payment orders, cash and transaction management
  • Ensuring that all business is executed in compliance with local relevant laws, regulations and bank internal policies
  • Handling daily administrative tasks, phone calls and correspondence (internal and external)
Requirements
  • Banking apprenticeship or further education in Banking and Finance, very good knowledge of the Private Banking & Wealth Management area in Switzerland
  • 4+ years of experience in a front-related role in Private Banking
  • Outstanding organizational skills with a good ability to prioritize multiple tasks and requests simultaneously as well as a very precise and efficient work approach
  • Excellent verbal and written communication skills in English and Polish
  • Strong IT skills, in particular Excel, PowerPoint and preferably advanced Avaloq knowledge

Would you like to learn more about this exciting job opportunity or apply?

Then contact us today – we look forward to getting to know you and are happy to answer any questions you may have.

Please send us your CV first. Rest assured, your application will be treated with the utmost confidentiality.

  • Account Manager/Senior Account Manager, AWS

    vor 16 Stunden

    Zürich, Schweiz Amazon Vollzeit

    Account Manager/Senior Account Manager, AWS (UAE Nationals Only), MENATAmazon Web Services (“AWS”) is the world’s most comprehensive and broadly adopted cloud platform. AWS offers over 200 fully featured services to millions of active customers around the world—including the fastest-growing startups, largest enterprises, and leading government...

  • Sr. Key Account Manager

    vor 3 Wochen

    Zürich, Schweiz Bayer Vollzeit

    **Key Account Manager (all genders)** **JOB ZWECK** In dieser Rolle sind Sie verantwortlich für Jahresgespräche mit zugewiesenen Kunden und unterstützen den Senior Key Account Manager bei Vertragsverhandlungen. Sie beobachten Markttrends, analysieren Risiken und Chancen und übernehmen P&L-Verantwortung. Sie arbeiten mit Marketing, Trade Marketing und...

  • Account Manager

    vor 3 Monaten

    Zürich, Schweiz Smeetz SA Vollzeit

    At Smeetz, we are dedicated to revolutionizing the way visitor attractions manage their sales and optimize their revenue. As a unified commerce Software-as-a-Service (SaaS) platform powered by AI, we provide attractions such as theme parks, museums, and theaters with an all-in-one solution to effectively manage, market, and price their products.We are a...

  • Key Account Manager

    Vor 5 Tagen

    Zürich, Schweiz Visium Vollzeit

    Title: Key Account ManagerType: Permanent contractLocation: Lausanne or ZürichAbout UsAt Visium, we enable enterprise executives in defining their AI & Data strategy, execute large scale transformations and implement AI across operations, ensuring their organization becomes future-proof.With expertise in strategy, architecture, cloud engineering, analytics,...

  • Inside Regional Account Manager

    vor 4 Monaten

    Zürich, ZH, Schweiz Fortinet Vollzeit

    **Internal Regional Account Manager - Switzerland** **Office Zurich** In this key role, you will manage, direct and drive direct sales into Commercial Accounts. Create and implement strategic plans focused on attaining enterprise-wide deployments of Fortinet products and services. Develop executive relationships with key buyers and influencers in...

  • Inside Regional Account Manager

    vor 3 Monaten

    Zürich, Schweiz Fortinet Vollzeit

    Internal Regional Account Manager - Switzerland In this key role, you will manage, direct and drive direct sales into Commercial Accounts. Create and implement strategic plans focused on attaining enterprise-wide deployments of Fortinet products and services. Develop executive relationships with key buyers and influencers in Commercial accounts and leverage...

  • Inside Regional Account Manager

    vor 1 Woche

    Zürich, Schweiz Fortinet, Inc. Vollzeit

    Internal Regional Account Manager - SwitzerlandIn this key role, you will manage, direct and drive direct sales into Commercial Accounts. Create and implement strategic plans focused on attaining enterprise-wide deployments of Fortinet products and services. Develop executive relationships with key buyers and influencers in Commercial accounts and leverage...

  • Account Manager/Senior Account Manager, AWS

    vor 2 Wochen

    Zürich, Schweiz Amazon Vollzeit

    Account Manager/Senior Account Manager, AWS (UAE Nationals Only), MENATJob ID: 2847576 | Amazon Web Services EMEA Dubai FZ BranchAmazon Web Services (“AWS”) is the world’s most comprehensive and broadly adopted cloud platform. AWS offers over 200 fully featured services to millions of active customers around the world—including the fastest-growing...

  • Inside Regional Account Manager

    vor 1 Woche

    Zürich, Schweiz Fortinet, Inc. Vollzeit

    Internal Regional Account Manager - SwitzerlandOffice ZurichIn this key role, you will manage, direct and drive direct sales into Commercial Accounts. Create and implement strategic plans focused on attaining enterprise-wide deployments of Fortinet products and services. Develop executive relationships with key buyers and influencers in Commercial accounts...

  • Key Account Manager

    vor 1 Woche

    Zürich, Schweiz Securecell AG Vollzeit

    KEY ACCOUNT MANAGER We are looking for a Key Account Manager for our biotech business. Securecell is the trusted partner for biopharma, enabling them to bring new therapies to patients in a safe, efficient, and economical way. We innovate ground-breaking measuring and control engineering technologies to radically improve bioprocessing, medical treatment, and...

  • Account Manager

    vor 3 Wochen

    Zürich, Schweiz International SOS Vollzeit

    Are you: Empathetic - do you understand the goals, drivers, and needs of others? Service-oriented - ready to go the extra mile for your clients? Strategic - do you see the bigger picture? We are looking for an experienced Account Manager to join our team, based in Zurich or Geneva. As an Account Manager with the world’s leading health and security...

  • Key Account Manager in

    vor 4 Monaten

    Zürich, ZH, Schweiz Energie 360° Vollzeit

    **Dein Aufgabengebiet**: Bist du bereit uns zu unterstützen, unsere Führungsrolle bei der Transformation des Energiesystems weiter auszubauen? Im Vordergrund steht für uns die vertrauensvolle Partnerschaft mit unseren Kund*innen. Mit ihnen zusammen entwickeln wir ökonomisch und ökologisch sinnvolle Energielösungen. Als Key Account Manager*in hast du...

  • Key Account Manager

    vor 2 Monaten

    Zürich, ZH, Schweiz Planet Vollzeit

    remote type- Hybrid- locations- Zurich - Switzerland- time type- Full time- posted on- Posted Today- job requisition id- JR08714 Role overview: We are looking for a passionate and results-driven Key Account Manager to join our growing team, where your contributions will make a real difference. Based in Switzerland (German-speaking region), you will be...

  • Account Manager 80-100%

    vor 16 Stunden

    Zürich, Schweiz NZZone Vollzeit

    Für unsere Mandantin, einer renommierten Software Firma im Grossraum Zürich, suchen wir eine:n Account Manager.Deine neue Herausforderung als Account Manager bietet dir abwechslungsreiche Aufgaben rund um die Bereiche Business Development, Akquise und Presales.Als Bereichsverantwortliche/r bringst du dein Sales-Interesse auf unterschiedlichen Wegen bei der...

  • Major Account Manager

    vor 4 Monaten

    Zürich, ZH, Schweiz Fortinet Vollzeit

    **Major Accounts Manager** In this key role, you will manage and drive direct sales engagements into a set of 10 Large International & National Accounts and their Strategic Partners. Your focus will be to create and implement strategic account plans focused on attaining enterprise-wide deployments of Fortinet products and services. Develop executive...

  • Transaction Services Account Manager

    vor 4 Monaten

    8004 Zürich, ZH, Schweiz ING Vollzeit

    Job description: Transaction Services Account Manager (TSAM) ING is looking for a TSAM for TS Sales Switzerland - Associate / Vice President level. Job Description As a TSAM you are responsible for supporting and growing the Daily Banking business by selling the full suite of TS solutions across the network and increasing profitability through...

  • Named Account Manager

    vor 1 Woche

    Zürich, Schweiz Fortinet, Inc. Vollzeit

    Named Account ManagerLocation: SwitzerlandAs a Named Account Manager, you will play an integral role in new business pitches, hold responsibility for the effective on-boarding of new clients and focus on growing and developing existing customers. This exciting role will allow you to use your extensive network to run and grow opportunities, write business and...

  • Account Manager

    vor 1 Woche

    Zürich, Schweiz International SOS Vollzeit

    Are you:Empathetic - do you understand the goals, drivers, and needs of others?Service-oriented - ready to go the extra mile for your clients?Strategic - do you see the bigger picture?We are looking for an experienced Account Manager (m/w/d) to join our team, based in Zurich or Geneva.As an Account Manager (m/w/d) with the world's leading health and security...

  • Account Manager

    vor 1 Woche

    Zürich, Schweiz Pouly Tradition Vollzeit

    Are you:Empathetic – do you understand the goals, drivers, and needs of others?Service-oriented – ready to go the extra mile for your clients?Strategic – do you see the bigger picture?We are looking for an experienced Account Manager (m/w/d) to join our team, based in Zurich or Geneva.As an Account Manager (m/w/d) with the world’s leading health and...

  • Account Manager

    vor 1 Woche

    Zürich, Schweiz International SOS Vollzeit

    Press Tab to Move to Skip to Content LinkSelect how often (in days) to receive an alert:Empathetic – do you understand the goals, drivers, and needs of others?Service-oriented – ready to go the extra mile for your clients?Strategic – do you see the bigger picture?We are looking for an experienced Account Manager (m/w/d) to join our team, based in...