Titre de fonction: Account Manager (Chinese speaking)
Type de Job: Permanent
Catégorie d'emploi: Plein-temps
Industrie: Banking & Financial Services
Expertise: Private Banking Support Relationship Management
Localisation: Geneva, Switzerland
Offre publiée: 26/02/2024
Numéro de l'offre: 34142
Nom du contact: Diana Tissot
Numéro de téléphone: +41 22 718 03 10
Email: d.tissot@lotuspartners.ch

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