Account Manager - EAM Desk - Spanish speaking

• You have experience in a similar role: EAM Desk in Private Banking
  
  • You speak fluently Spanish

About Our Client

A private bank in Geneva.

Job 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.

The Successful Applicant

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.

What's on Offer

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Quote job ref

JN-032026-6979372

Job Function

Banking & Financial Services

Specialisation

Private Banker / RM / Wealth Manager

Industry

Financial Services

Location

Geneva

Contract Type

Permanent

Job Reference

JN-032026-6979372