Account Manager, Turkey, 100% (f/m/d)
Core
Account Manager in Private Banking responsible for account administration, documentation, operational client management, and supporting Relationship Managers without owning a client book.
Role type
Senior IC Private Banking Account Manager
Builds
Operational client accounts and documentation for Private Banking clients
Domain
Private Banking / Wealth Management
Required skills
Client administration, documentation management, CRM data maintenance, compliance adherence, calendar management, meeting support, risk control, process improvement, investment proposal drafting, expense claim management
Preferred skills
Knowledge of Turkish market regulations, advanced financial market knowledge, higher degree (Bachelor/CFA/CAIA)
Technologies
CRM, DiAS
Responsibilities
Ensure accurate client documentation and legal forms; maintain operational account management and clear system alerts; participate in or lead client meetings; manage RM calendars and business trips; support RMs with administrative tasks and process improvements; ensure compliance and risk control in client interactions; compile presentations and investment proposals.
Seniority
Senior, hands-on IC