Account Manager Private Banking - NRI Switzerland(m/w/x)

Description

You will drive excellence in private banking by taking full ownership of account administration and operational management, ensuring seamless service for NRI clients in Switzerland.

Requirements

• •Excellent situational adaptability
• •Friendly, trustworthy, discreet personality
• •Proactive and independent work approach
• •Positive attitude and open mind
• •Willingness to take initiative
• •High service orientation and passion
• •Exceptional professional communication skills
• •Commitment to excellence and improvement
• •Systematic, precise, diligent working style
• •Teamwork skills
• •High integrity and ethical behavior
• •Willingness to help and train
• •Affinity with specific geographic markets
• •Understanding of Private Banking products
• •Advanced knowledge of financial markets
• •5 years ARM experience or 3 years ARM experience and higher degree
• •Excellent verbal and written language skills
• •Track record in servicing banking clients
• •Completion of internal training programme

Tasks

• •Manage account administration and documentation formalities
• •Maintain high-quality client relationship documentation and legal forms
• •Handle operational account management and clear system alerts
• •Participate in and lead portions of client meetings
• •Maintain accurate client data within CRM systems
• •Interact independently with clients regarding account management
• •Support Relationship Managers with systems, applications, and processes
• •Provide operational coverage and client interaction during absences
• •Compile presentations and draft investment proposals
• •Support marketing activities and create customized client reports
• •Manage calendars, business trips, and meeting post-processing
• •Lead internal projects impacting account relationships
• •Share research and ideas to improve team productivity
• •Manage expense claim processes for the team
• •Monitor risks and escalate compliance concerns independently
• •Ensure adherence to local regulations and internal policies
• •Clear pending items and escalated deficiencies promptly
• •Document client interactions accurately in CRM tools

Tools & Technologies