Account Manager - Zurich UHNWI 80%-100% (f/m/d)
On-siteZürich, Zurich, Switzerland
Job Summary
Manage client administration and documentation formalities, ensuring accurate maintenance of identification documents, account opening forms, and legal requirements. Actively clear operational system alerts and interact with clients independently on account management tasks, including leading parts of client meetings for documentation and compliance. Support Relationship Managers by drafting investment proposals, organizing business trips, managing calendars, and compiling customized reports and statistics. Proactively resolve internal projects impacting account relationships, escalate risks, and ensure adherence to local regulations and internal policies.
Required Qualifications
- Either at least 5 years of experience as ARM or 3 years of experience as ARM and job related higher degree (e.g. Bachelor, CFA/AZEK/CAIA), without counting the apprenticeship period
- Excellent language skills (verbal and written) in German and English is a must
- Proven track record in servicing banking clients with complex needs (on boarding of new clients, maintaining and extending current relationships)
- Successful completion of the internal AM PB training programme
Desired Qualifications
- Sound affinity with the geographic market(s) covered, i.e. familiar with the legal and regulatory environment as well as cultural awareness
- Profound understanding of relevant products, services as well as tools in Private Banking
- Advanced knowledge of global financial markets and current developments in the industry
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