University Graduate – Account Manager UHNWI 100% (f/m/d)
Core
Assist Relationship Managers in servicing ultra-high-net-worth individual (UHNWI) clients, coordinating onboarding, and supporting transaction execution within a Swiss wealth management context.
Role type
Graduate Account Manager (UHNWI)
Builds
Bespoke financial structures and client service solutions for multi-generational families and entrepreneurs
Domain
Wealth Management / Private Banking
Deliverable
client delivery
Required skills
Client onboarding and KYC/AML compliance, transaction execution and tracking, investment proposal support, client reporting and presentation preparation, cross-functional liaison with legal and compliance teams
Preferred skills
Fluent in German and English, ability to work in an international environment, strong risk awareness
Technologies
None stated
Responsibilities
Opening and maintaining client accounts, coordinating client onboarding and documentation, supporting preparation of investment proposals and client reports, processing client instructions and tracking transactions, acting as secondary contact for client enquiries, liaising with operational and compliance teams
Seniority
Graduate, entry-level IC