Account Manager UHNW - Eastern Europe
Account Manager UHNW - Eastern Europe
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Salary Not Disclosed
1 Vacancy
Job Description
Start date: Immediately
As a leading private wealth management firm specialising in the personalised service of highnetworth individuals we stand for discretion expertise and tailored solutions. With a deep understanding of the needs of our exclusive clientele we offer longterm trusted partnerships built on competence and integrity.
As an Account Manager in wealth management you will support the Senior Partner in the daytoday servicing of our clients. You will play a key role in preparing reports and handling administrative tasks to ensure that the Senior Partner works efficiently and achieves their objectives.
Tasks
Support of the Senior Partner:
- Assisting in the monitoring and management of investment portfolios
- Independent proactive support in the preparation of reports presentations and investment proposals
- Managing correspondence and communication with clients and business partners
- Responding to inquiries and providing information to clients
Business Support Tasks:
- Organising and coordinating meetings and appointments
- Assisting in the preparation and management of contractual documents account openings and other legal documentation
- Reviewing compliance with regulatory and contractual requirements
- Taking independent responsibility for coordinating internal processes
- Welcoming clients and business partners and handling all tasks that contribute to the firstclass image of an exclusive wealth management firm
- Supporting the further development of internal business and management processes
- Basic assistant tasks are also part of this role.
Requirements
- Successfully completed commercial training or university degree or a comparable qualification
- At least 5 years of experience in an assistant role within an exclusive demanding environment (wealth management private banking family office etc.
- Proven track record in servicing clients in wealth management or private banking with complex requirements (onboarding new clients maintaining and expanding existing relationships)
- Several years of experience in compliance matters as well as sound knowledge of current regulations and KYCrelated requirements
- Excellent organisational skills a flexible and proactive working style with entrepreneurial thinking
- High level of reliability discretion and sense of responsibility
- Strong team player with the ability to work independently
- Outstanding communication skills and a confident manner when dealing with demanding clients and partners
- Fluent in English additional language skills are an advantage
Benefits
- A challenging and varied role in a dynamic and international environment at a central location in Zurich (just a few minutes walk from Zurich main station)
- A valuesbased and supportive work environment with a longstanding team
- The opportunity to actively contribute to the further development of our exclusive service offerings
Employment Type
Full Time
