Account Manager - EAM Desk - Spanish speaking

We are looking for a dynamic and client-oriented EAM Relationship & a Clie

Account Manager - EAM Desk - Spanish speaking

We are looking for a dynamic and client-oriented EAM Relationship & a Client Support Officer to strengthen the EAM desk of our client.

Account Manager - EAM Desk - Spanish speaking

A private bank in Geneva.

Description

Relationship Management & Business Development

Develop, manage, and maintain strong partnerships with External Asset Managers and their clients.

Identify growth opportunities and contribute to the expansion of the EAM network through proactive outreach and follow?up.

Present the bank's full service offering to EAM partners and support client visits and EAM?dedicated events.

Understand client needs and propose tailored solutions aligned with regulatory and internal guidelines.

Manage and monitor EAM client portfolios, ensuring timely follow?up on requests, movements, and account events.

Account Management & Onboarding

Handle the end?to?end account opening process, ensuring full compliance with regulatory standards.

Review and update EAM partner files, ensuring thorough documentation and alignment with evolving regulatory requirements.

Support account closures, file remediation processes, and periodic reviews.

Ensure accurate verification and processing of simple account openings when required.

Operational & Transactional Support

Execute client instructions efficiently and accurately (payments, stock exchange orders, credit cards, etc.) while ensuring compliance with internal procedures.

Monitor transaction flow and take corrective measures when necessary in coordination with middle?office and back?office teams.

Provide daily operational support including e?banking setup, statements, account information, and ad?hoc client documentation.

Ensure timely publication of daily financial market information on the EAM?dedicated digital platform.

Coordination & Internal Collaboration

Act as a key liaison between EAMs, internal teams, and relationship managers.

Maintain a cooperative and trustworthy relationship with internal departments (Central File, Middle Office, Back Office).

Provide support to colleagues in case of absence and contribute to maintaining a collaborative team spirit.

Profile

Experience & Education

Higher education degree (finance, business administration, or equivalent).

Relevant experience in private banking, ideally within an EAM?focused department (years of experience flexible).

Strong understanding of the EAM environment and Swiss private banking operations.

Languages

Fluent in French

Fluent English (minimum: fully professional level).

Fluent Spanish - required for the role.

Additional languages are an asset.

Technical Skills

Strong command of standard office tools and banking software/applications.

Ability to manage account openings, documentation, and regulatory risk aspects.

Personal Skills

Strong client orientation and commercial mindset.

Excellent interpersonal, written, and verbal communication skills.

Highly organized, structured, and capable of managing priorities independently.

Proactive, agile, and solutions?driven, with strong attention to detail.

Team?oriented, collaborative, humble, and adaptable to a fast?paced PB environment.

Job Offer

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