Account Manager, Geneva, 100% (f/m/d)
Core
Supports Relationship Managers in servicing Private Banking clients by handling administrative tasks, order execution, and client communication.
Role type
Account Manager (Private Banking Support)
Builds
Client service operations and trade execution support for Private Banking clients
Domain
Wealth Management / Private Banking
Deliverable
client delivery
Required skills
Client administration, order processing, trade execution, compliance adherence, risk management, meeting logistics, financial market knowledge
Preferred skills
CWMA certification
Technologies
MS Office
Responsibilities
Respond to incoming client calls, process orders and trades, maintain client records, prepare meeting logistics, act as first line of risk defence
Seniority
Individual Contributor
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