- Geneva, Geneva, Switzerland
- On-site
- Full-time · Mid
- 3+ years
The Account Manager Private Banking (AM) takes ownership of account administration, documentation formalities, and tasks in daily operations and projects impacting account administration. The role involves close collaboration with Relationship Managers (RM) without maintaining an independent client book.
Responsibilities
- Ensure accurate and high-quality client relationship documentation formalities (CDB, account opening forms, legal forms)
- Perform professional operational account management and clear system alerts
- Participate in and lead parts of client meetings regarding documentation and compliance
- Maintain client key data in CRM and other data sets
- Interact with clients in an independent and professional manner
Requirements
- Bachelor's
- CFA
- AZEK
- CAIA
- Nice to have: 5 years of experience as ARM