Account Manager

Vor 2 Tagen

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.



Recruiting Agentur für Jobs bei Banken, Asset Managern, Family Offices und anderen Firmen im Finanzdienstleistungssektor in Zürich.Fokus auf Stellen in den Bereichen Assistenz, Account/Client Manager, Office Management und weiteren Support-Stellen.

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