PpThe Account Manager Lead, Private Banking assumes a pivotal leadership-oriented role within the client servicing framework, acting as a trusted partner to Relationship Managers (RMs) and a key point of escalation for complex client inquiries and operational execution. Operating with a high degree of autonomy and responsibility, the role ensures end-to-end management of client accounts while serving as a central hub between clients, RMs, Team Heads, and cross-functional units across the Bank. With deep expertise in client onboarding, documentation, compliance requirements, and day-to-day account administration, the Account Manager Lead guarantees operational precision and regulatory adherence—protecting both client trust and the Bank’s reputation. /ph3Responsibilities /h3ulliLeading the team of Assistant RM including coaching, daily support and all related administrative tasks /liliProactively taking the lead in supporting the Relationship Managers in client relationship management and all related tasks /liliParticipating in client meetings and leading certain parts of them (e.g. documentation formalities, compliance and other requests) /liliActively ensuring that operational account management is done professionally, with all tasks/system alerts cleared directly where possible or via Relationship Manager /liliEnsuring that accurate and high-quality client relationship documentation formalities are met and maintained to a high standard at all times including client identification documentation (CDB) and account opening forms /liliProcessing client orders such as payments, credits as well as foreign exchange and securities transactions; account openings/closings, maintenance of the accounts (general bookkeeping), cash management; keeping client database up-to-date /liliEnsure appropriate preparation and upgrade of clients KYC documentation (e.g. yearly account reviews and account opening) in agreement with the Relationship Managers /liliParticular attention dedicated to AML monitoring and regulatory notifications (advisory process, CRM alerts etc…) /liliInteracting with clients in an independent and professional manner in all aspects of account management /liliCompiling presentations, independently drafting investment proposals and supporting in marketing activities /liliSolving the administrative issues that arise and ensuring that all relevant systems are maintained and updated and all documentation is collected as necessary /liliOrganizing business trips and client meetings /liliDeputizing of peers within the team and Relationship Managers during absences /li /ulh3Qualifications /h3ulliEither at least 5 years of experience as ARM or 3 years of experience as ARM and job related higher degree (e.g. Bachelor, CFA/AZEK/CAIA), without counting the apprenticeship period /liliEnglish is an absolute prerequisite. French is a plus. /liliExperience in leadership is an advantage. /liliProven track‑record in servicing banking clients with complex needs (on‑boarding new clients, maintaining and extending current relationships) /liliSuccessful completion of the internal AM PB training programme /liliGood knowledge of the Market i.e. familiar with the legal and regulatory environment as well as cultural awareness /liliProfound understanding of relevant products, services and tools in Private Banking as well as good knowledge of global financial markets and current developments in the industry /liliExcellent situational adaptability (able to work with RMs and clients from diverse backgrounds) /liliFriendly, trustworthy and discreet personality with a high level of risk awareness /liliProactive and independent work approach as well as takes on extra responsibilities at own initiative /liliHighly service‑oriented and passionate about client servicing with exceptional communication skills and always communicates in a friendly, competent and professional manner /liliHigh personal integrity and ethical behaviour /li /ul /p #J-18808-Ljbffr