Description

You will drive excellence in private banking by managing complex account administration and client documentation. Your day-to-day involves supporting the team to deliver high-quality service and customized solutions.

Requirements

• •Excellent situational adaptability
• •Friendly, trustworthy, discreet personality and risk awareness
• •Proactive and independent work approach
• •Positive attitude and open-mindedness
• •Willingness to take initiative
• •High service orientation and passion
• •Exceptional professional communication skills
• •Commitment to excellence and innovation
• •Systematic, precise style and pressure resistance
• •Teamwork skills
• •High personal integrity and ethics
• •Willingness to help and train colleagues
• •Affinity with geographic markets and regulations
• •Profound understanding of Private Banking products
• •Advanced knowledge of global financial markets
• •5 years ARM experience or 3 years and degree
• •Excellent German and English skills
• •Track record in servicing complex clients
• •Completion of internal AM PB training

Tasks

• •Manage account administration and documentation formalities
• •Maintain high-quality client identification and legal forms
• •Handle operational account management and system alerts
• •Liaise with clients on administrative and compliance matters
• •Update and maintain accurate CRM client data
• •Support Relationship Managers with high-quality administrative tasks
• •Provide operational coverage for the team during absences
• •Compile presentations and draft investment proposals
• •Create customized client reports and statistics
• •Coordinate calendars, business trips, and meeting preparations
• •Lead internal projects impacting account relationships
• •Share research and ideas to improve productivity
• •Propose process improvements based on daily observations
• •Manage expense claim processes for the team
• •Monitor risks and escalate compliance concerns
• •Adhere to local regulations and internal policies
• •Clear pending items and escalated deficiencies promptly
• •Document client interactions in CRM and internal tools

Tools & Technologies