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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.
Requirements
- 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
Tasks
- 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
Work Experience
- 4 - 5 years
Education
- Bachelor's degree
Languages
- Portuguese – Business Fluent
- Spanish – Business Fluent
- English – Business Fluent
- German – Basic
- French – Basic
Benefits
Mental Health Support
- Mental health support
Healthcare & Fitness
- Physical health support
- Sports groups
- Health insurance subsidy
Informal Culture
- Collaboration and inclusion
More Vacation Days
- Various types of leave
Flexible Working
- Hybrid working model
Retirement Plans
- Pension contribution plan
Additional Allowances
- Marriage allowance
- Birth allowance
- Meal allowance
Not a perfect match?
- Rothschild & Co Bank AGFull-timeWith HomeofficeExperiencedGenf
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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.
Requirements
- 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
Tasks
- 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
Work Experience
- 4 - 5 years
Education
- Bachelor's degree
Languages
- Portuguese – Business Fluent
- Spanish – Business Fluent
- English – Business Fluent
- German – Basic
- French – Basic
Benefits
Mental Health Support
- Mental health support
Healthcare & Fitness
- Physical health support
- Sports groups
- Health insurance subsidy
Informal Culture
- Collaboration and inclusion
More Vacation Days
- Various types of leave
Flexible Working
- Hybrid working model
Retirement Plans
- Pension contribution plan
Additional Allowances
- Marriage allowance
- Birth allowance
- Meal allowance
About the Company
0877 Deutsche Bank (Suisse) SA
Industry
FinancialServices
Description
The company has been a Global Hausbank for clients for over 150 years, providing financial services across various banking divisions.
Not a perfect match?
- Rothschild & Co Bank AG
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