12 Jan 2018
Account Manager
Ref 31180

An international bank is in search of an Account Manager who will act as support for a designated Relationship Management team and service the clients within that team.

They will support the Relationship Managers in providing a high level of service to HNW individuals, local and international Trust Companies and Wealth Managers. As an AM you will be a focal point of contact for the client's daily banking requirements.

Duties will include:

  • Execution of client transaction (payments, security trades, foreign exchanges, fixed deposits, and corporate actions)
  • Identifying opportunities to cross and up sell the banks products and services and record these leads in the appropriate database
  • Reviewing and making client calls to facilitate transactions and resolve queries
  • Reviewing new account CDD and subsequent preparation of account opening documentation and risk review paperwork
  • Preparation of account closure documentation
  • Setting up new accounts on the bank mainframe system (T24) and the relationship management system
  • Completion of client Risk Review documentation in accordance with group risk policies for regular risk reviews.  
  • Attending client meetings/service reviews and social events as appropriate.

Candidates must have relevant experience

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