Account Manager Corporate Relationships Desk

Genf, Switzerland

Job Description

\\nKEY RESPONSABILITIES

\\xc2\\xb7 Develop and nurture relationships with key corporate clients. Gain insights into their business objectives and challenges and align our banking products and services accordingly.

\\xc2\\xb7 Meet prospects and clients, prepare client meetings and manage follow-up actions. Work with the rest of the team and support the Team Leader in daily interactions with clients.

\\xc2\\xb7 Ensuring the plausibility and truthfulness of the client information, evaluation whether the client is at risk or not, responsible for the account opening process (identity check, KYC, World check etc.). Execute transactions, payments, and other banking operations.

\\xc2\\xb7 Open new accounts and follow-up on administrative matters.

\\xc2\\xb7 Perform administrative tasks related to client files and provide administrative, organizational and communication support to the rest of the team in his/her daily tasks.

\\xc2\\xb7 Understand product offering of UBP and develop ability to pitch also complex solutions to clients. Develop your own value proposition in accordance with the bank\\xe2\\x80\\x99s strategy as a holistic advisor.

\\xc2\\xb7 Provide to the client with investment and management advice/proposals, aligned with the client\\xe2\\x80\\x99s goals, assets and chosen investment.

\\xc2\\xb7 Maintain close collaboration with specialists to keep up-do-date with (investment) solutions and developments in the financial industry.

\\xc2\\xb7 Take ownership and Responsibility of Risk, Controls and Compliance issues and lead the team by example on this subject.\\n \\n \\n \\n \\n \\n

\\n\\n Union Bancaire Priv\\xc3\\xa9e\\n \\n\\n

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Job Detail

  • Job Id
    JD1608463
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Genf, Switzerland
  • Education
    Not mentioned