Account Manager (Chinese speaking)
Description de poste
For one of our clients, a private bank based in Geneva we are looking for a :
ACCOUNT MANAGER (CHINESE SPEAKING)
Job description
- Handling general inquiries from clients and assisting RMs in all aspects of client services to ensure clients' needs are met
- Taking and executing clients' orders, including but not limited to money market, securities and FX spot transactions; checking appropriateness/suitability where required
- Processing and following-up to completion of all client payment instructions in a professional and timely manner relating to both internal and external requests
- Assisting in the account opening and closing process, ensuring that the proper documentation is obtained in line with AML requirements
- Conducting due diligence searches in connection with KYC policies and procedures
- Updating clients' account/investment/market information in the system in an accurate manner, ensuring that all documentation is managed appropriately
- Delivering high level of customer satisfaction in daily interaction with clients that ultimately contribute to client retention
Profile required
- Degree qualification in financial services
- Minimum 4 - 5 years of experience in a similar role
- Experience in client facing and excellent customer service skills
- Excellent MS Office skills
- Positive and self-motivated
- Able to work under pressure, organised and multi-task
- Fluent in English and Chinese, other languages an asset
All files will be treated with the utmost confidentiality
À propos de l'entreprise
