Client Account Manager (m/f/d)

Ihre Aufgaben:
• 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

Ihre Qualifikationen:
• 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

Ihre Vorteile:
• 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

Projektdauer: 6 MM+

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