Client Account Manager (m/w/d)

For one of our clients, a Swiss multinational investment bank and financial services company, we are currently looking for a Client Account Manager (m/w/d)

Contract duration: ASAP - 31/12/2024

Workload: 80-100%

HO: first 3 months no, after 3 months hybrid model

Location: Zürich

Your role

Are you a people person? Are you focused on details, even when under pressure?

We are looking for someone like that to:

• support the Client Advisor in their daily business with potential to manage a small portfolio of clients
• 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

Your team

Client's team has about 20 people and all with diverse professional and private backgrounds. They are responsible for the handling and processing of terminated accounts based on Business & Compliance terminations, fiscal disclosure, market termination and illiquid assets only.

They work closely with various departments within Wealth Management.

Their main goal is to enable the bank to service clients at the highest standards within the boundaries of the regulatory framework

Your expertise

• 2+ professional experience as an Assistant Relationship Manager or Relationship Manager in an international banking environment - must have
• 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

Hays Poland sp. z o.o. is an employment agency registered in a registry kept by Marshal of the Mazowieckie Voivodeship under the number 361.