Account Manager Private Banking - NRI Switzerland

Role Overview

Account Manager Private Banking (AM PB) supports Relationship Managers by overseeing account administration, documentation compliance, daily operations and project tasks impacting account management in our Private Banking division.

Responsibilities

Client Administration & Management

• Ensure accurate, high‑quality client documentation formalities (CDB, account opening forms, and relevant legal forms) at all times.
• Professionally manage operational account tasks, clearing system alerts directly or via RM when investment advice is required.
• Participate in client meetings and lead parts such as documentation, compliance and other client requests when appropriate.
• Maintain client key data in CRM, ensuring data integrity and accurate relationship upkeep.
• Interact with clients independently and professionally across all aspects of account management.
• Support RMs & Team Heads (THs) in client ...