Client Account Manager (m/f/d)
- Support the Client Advisor in their daily business with potential to manage a small portfolio of client
- Keep direct contact with international and national clients on a daily business
- Be the point of entry for processing client orders such as account closings, account maintenance, documentation and payments
- Assist in all administrative tasks and organizational arrangements in relation to client’s general inquiries
- Contribute to an effective risk culture b complying with all regulations, policies and standards
- Collaborate with colleagues to ensure that all client accounts comply with legal, compliance and regulatory requirements
- Banking experience (apprenticeship and/or banking traineeship) a bachelor’s degree in a relate discipline or alternatively some previous experience within a Wealth Management client facing team
- Excellent knowledge of wealth management offerings, processes and risk topics
- A flexible and reliable team player with excellent interpersonal skills, comfortable with interacting with colleagues and clients with different cultures
- Strong “hands-on mentality” and willingness to learn new things
- You’ll be working as part of the GWM Business Risk Services, within the Closing Unit in Zurich. We are a team of 22 people and all with diverse professional and private backgrounds. We are responsible for the handling and processing of terminated accounts based on Business & Compliance terminations, fiscal disclosure, market termination and illiquid assets only.
- We work closely with various departments within Wealth Management.
- Our main goal is to enable the bank to service clients at the highest standards within the boundaries of the regulatory framework
À propos de l'entreprise
