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Account Manager(m/w/x)
Processing client transactions including wire transfers and loans; supporting Relationship Managers with account modifications at a global bank. 4-5 years of Financial Services experience and bilingual Portuguese/Spanish with excellent English required. Mental and physical health support, various types of leave, and sports groups.
Anforderungen
- Four to five years of Financial Services experience
- Bilingual in Portuguese and Spanish with excellent English
- Knowledge of German and French is desirable
- Good understanding of the Bank’s products and services
- Strong client relationship management skills
- Strong communication and problem-solving abilities
- Working knowledge of the Bank’s operating and support areas
- Ability to utilize computerized account and product information systems
Aufgaben
- Process client transactions such as wire transfers and loans
- Resolve client issues and inquiries promptly
- Provide administrative and operational support
- Follow up on transaction accuracy
- Assist Relationship Managers with account modifications and closures
- Ensure proper documentation is obtained for account activities
- Coordinate with clients and RMs on outstanding documentation
- Conduct due diligence searches for Know Your Client policies
- Uphold regulatory and compliance policies to mitigate risks
- Submit reports related to account activity on time
- Maintain high levels of client satisfaction
- Adhere to Private Banking service quality standards
Berufserfahrung
- 4 - 5 Jahre
Ausbildung
- Bachelor-Abschluss
Sprachen
- Portugiesisch – verhandlungssicher
- Spanisch – verhandlungssicher
- Englisch – verhandlungssicher
- Deutsch – Grundkenntnisse
- Französisch – Grundkenntnisse
Benefits
Mentale Gesundheitsförderung
- Mental health support
Gesundheits- & Fitnessangebote
- Physical health support
- Sports groups
- Health insurance subsidy
Lockere Unternehmenskultur
- Collaboration and inclusion
Mehr Urlaubstage
- Various types of leave
Flexibles Arbeiten
- Hybrid working model
Betriebliche Altersvorsorge
- Pension contribution plan
Sonstige Zulagen
- Marriage allowance
- Birth allowance
- Meal allowance
Noch nicht perfekt?
- Rothschild & Co Bank AGVollzeitmit HomeofficeBerufserfahrenGenf
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Account Manager(m/w/x)
Processing client transactions including wire transfers and loans; supporting Relationship Managers with account modifications at a global bank. 4-5 years of Financial Services experience and bilingual Portuguese/Spanish with excellent English required. Mental and physical health support, various types of leave, and sports groups.
Anforderungen
- Four to five years of Financial Services experience
- Bilingual in Portuguese and Spanish with excellent English
- Knowledge of German and French is desirable
- Good understanding of the Bank’s products and services
- Strong client relationship management skills
- Strong communication and problem-solving abilities
- Working knowledge of the Bank’s operating and support areas
- Ability to utilize computerized account and product information systems
Aufgaben
- Process client transactions such as wire transfers and loans
- Resolve client issues and inquiries promptly
- Provide administrative and operational support
- Follow up on transaction accuracy
- Assist Relationship Managers with account modifications and closures
- Ensure proper documentation is obtained for account activities
- Coordinate with clients and RMs on outstanding documentation
- Conduct due diligence searches for Know Your Client policies
- Uphold regulatory and compliance policies to mitigate risks
- Submit reports related to account activity on time
- Maintain high levels of client satisfaction
- Adhere to Private Banking service quality standards
Berufserfahrung
- 4 - 5 Jahre
Ausbildung
- Bachelor-Abschluss
Sprachen
- Portugiesisch – verhandlungssicher
- Spanisch – verhandlungssicher
- Englisch – verhandlungssicher
- Deutsch – Grundkenntnisse
- Französisch – Grundkenntnisse
Benefits
Mentale Gesundheitsförderung
- Mental health support
Gesundheits- & Fitnessangebote
- Physical health support
- Sports groups
- Health insurance subsidy
Lockere Unternehmenskultur
- Collaboration and inclusion
Mehr Urlaubstage
- Various types of leave
Flexibles Arbeiten
- Hybrid working model
Betriebliche Altersvorsorge
- Pension contribution plan
Sonstige Zulagen
- Marriage allowance
- Birth allowance
- Meal allowance
Über das Unternehmen
0877 Deutsche Bank (Suisse) SA
Branche
FinancialServices
Beschreibung
The company has been a Global Hausbank for clients for over 150 years, providing financial services across various banking divisions.
Noch nicht perfekt?
- Rothschild & Co Bank AG
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Relationship Manager, Middle East(m/w/x)
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Relationship Manager, VP(m/w/x)
Vollzeitmit HomeofficeSeniorGenf - World Economic Forum LLC
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