Senior Account Manager

kessler.vogler gmbh

Zürich, Zürich, Switzerland

Zürich, Zürich, Switzerland

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À propos

Tasks

Independently manage and handle client relationships, covering administrative, banking, and legal structure activities as part of daily operations

Support in identifying clients' cash needs and available liquidity for commitments or investments

Monitor maturities and transactions (inflows and outflows), ensuring proper controls and collecting relevant background information

Execute all stages of direct investment subscription processes (e.g., Private Equity, Hedge Funds), including initial subscriptions, capital calls, and distributions; liaise with fund administrators, fund managers, custodians, legal advisors, and directors regarding KYC matters

Maintain and update loan schedules and company organizational charts

Communicate and coordinate with service providers, trustees, lawyers, and banks.

Oversee onboarding of new clients

Coordinate and execute updates, changes in circumstances, and closures of (bank) client relationships

Support the Head of Client Management Team in the implementation of projects and act as deputy when required

Perform all execution-related administrative tasks, including drafting, printing, scanning, filing, and dispatching of documents and contracts

Ensure full compliance with the Code of Conduct and all internal policies and regulations (e.g., Cross-Border, AML, Clear Desk Policy)

Contribute to the continuous improvement and enhancement of operational efficiency across the business

Collaborate effectively with internal departments and external stakeholders to support seamless operations and client service excellence

Your profile

5-10 years of relevant professional experience in client administration or account management within the Swiss banking environment

Solid understanding of the trust business and/or the financial services industry

Strong proficiency in MS Office applications

Fluent in English and German; French is an advantage

Experienced in working within multicultural and multilingual environments

Flexible, proactive, and service-oriented, with an entrepreneurial mindset

Organized and efficient working style with strong attention to detail

Excellent team player with a collaborative approach

Zürich, Zürich, Switzerland

Compétences linguistiques

English

Avis aux utilisateurs

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