Account Manager Private Banking, Maternity Coverage for 10 to 12 months, Geneva, 100%, (f/m/d)
Core
Account Manager in Private Banking handling account administration, documentation, and operational support for Relationship Managers and clients.
Role type
Senior IC Private Banking Account Manager
Builds
Operational client account management, documentation, and administrative support for Private Banking relationships
Domain
Private Banking / Wealth Management
Required skills
Client administration, documentation management, CRM data maintenance, compliance adherence, calendar management, meeting preparation, risk management support, process improvement, expense claim management, investment proposal drafting
Preferred skills
Market knowledge, cultural awareness, higher degree (Bachelor/CFA/AZEK/CAIA), internal AM PB certification
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 management; draft investment proposals and compile reports
Seniority
Senior, hands-on IC