Account Manager CEE (Fintech)

TL;DR

Account Manager CEE (Fintech): Managing a client portfolio for the CEE desk with an accent on account administration, revenue growth, and risk compliance. Focus on overseeing KYC processes, preparing investment proposals, and ensuring seamless account operations.

Location: Zürich, Switzerland

Company

A family-owned and publicly listed financial firm with over 2,000 professionals across 28 global locations.

What you will do

• Manage a client portfolio, prioritizing client needs and maximizing book revenues.
• Act as the expert for account administration, including cash management, transfers, and stock exchange orders.
• Monitor risk and compliance indicators to proactively anticipate and mitigate potential risks.
• Support relationship managers with KYC matters and the preparation of investment proposals.
• Coordinate the smooth opening and closing of client accounts.

Requirements

• Previous experience in a similar position within the banking industry.
• Fluency in German and English.
• Strong understanding of financial products and markets.
• Proficient IT skills and MS Office.
• Affinity for Artificial Intelligence and willingness to adopt AI-enabled tools.

Nice to have

• Knowledge of Russian.

Culture & Benefits

• Modern Zurich office featuring collaboration spaces, rooftop terraces, and free lunch.
• Agile work environment with a flat hierarchy and high level of trust.
• Collaborative spirit within a friendly and diverse team in an open-office space.
• Access to the latest technology to facilitate professional advancement.