Account Manager

 Job Description:

Account Manager

Our client is looking for an Account Manager to act as the primary point of contact between Relationship Managers, our client and a designated portfolio of clients, delivering the highest standard of client service.

Your responsibilities will include:

  • Coordinating client instructions.
  • Managing the end-to-end process of deposits and payments, foreign exchange, securities transactions and corporate actions.
  • Delivering a highly personalised service through proactive client engagement.
  • Preparing account opening documentation.
  • Resolving issues in collaboration with the Relationship Manager and onboarding team.
  • Ensuring client accounts are maintained to meet group minimum standards
  • Supporting the Relationship Manager in monitoring transactional activity and addressing remediation requirements.
  • Assisting in client periodic reviews.
  • Be aware of and promote the Bank's full suite of services – including savings, credit cards, FX, custody, and lending.
  • Collaborate with the Relationship Manager to manage and coordinate client entertainment and relationship building activities.
  • Staying current with all relevant laws, regulations, and internal policies, and supporting the implementation and ongoing maintenance of departmental procedures in day-to-day operations.

Your qualifications and skills include:

  • Experience in a front office client support role, ideally gained in the banking/trust services sector.
  • Driven to deliver an exceptional client experience.
  • Self-motivated, flexible and able to multi-task.
  • Knowledge of Banking, Custody, FX and Credit.
  • Excellent communication and interpersonal skills and the ability to build and maintain relationships.
  • Attention to detail and organised.
  • Good project management skills and a track record in working within a team.
  • Strong IT skills.
  • A high degree of risk awareness and compliance orientation.
  • A strong ability to effectively support client relationships and to build relationships in conjunction with the Relationship Manager.