Private Banker Assistant / Account Manager
As a key member of the team, your primary responsibility will be to manage and prioritize a designated client portfolio, ensuring their needs are met with utmost priority.
Private Banker Assistant / Account Manager
- Take ownership and support the management of a client portfolio, putting the client's needs in first place.
- Be the go-to expert when it comes to the administration of the client's accounts (cash managements, transfers, stock exchange orders and control of executions, fiduciary deposit renews, etc.).
- Use keen foresight in anticipating new risks through the accurate monitoring of risk and compliance indicators.
- Guide the relationship managers in KYC related matters.
- Ensure the smooth openings and closings of accounts.
Description
- Bachelor's or master's degree coupled with a minimum of 5 years of pertinent experience in the banking sector.
- Proficiency in English, with exceptional communication skills tailored to both experts and non-experts.
- A collaborative team player with a passion for delivering top-tier client service.
- Sound knowledge of financial products and markets.
- Proficiency in IT tools and Microsoft Office suite.
Profile
- Bachelor's or master's degree coupled with a minimum of 5 years of pertinent experience in the banking sector.
- Proficiency in English, with exceptional communication skills tailored to both experts and non-experts.
- A collaborative team player with a passion for delivering top-tier client service.
- Sound knowledge of financial products and markets.
- Proficiency in IT tools and Microsoft Office suite.
Job Offer
- Join a welcoming, diverse team in an innovative open-office environment.
- Access to cutting-edge technology to enhance your performance and career growth.
- Embrace an agile work culture that fosters creativity, collaboration, and trust.
- Experience a flat hierarchy that promotes collaboration across all levels.
Contact
À propos de l'entreprise
