2026 Talent Pipeline for Client Account Manager WM APAC
📍 4051 Basel 4051 Basel
Rolle und Verantwortlichkeiten
support client advisors in delivering exceptional client service and experience; support client advisors in administrative, risk and legal and compliance related tasks and duties; manage daily business in HNW client servicing and provide high quality service; be the point of entry for processing client orders, e.g. stock orders, foreign exchange, loans and deposits; be the direct point of contact for daily banking activities and administrative work for our clients; manage daily client transactions and carry out inquiries and troubleshooting; perform account maintenance tasks and client-related processes; e.g. account opening and closing, suitability reviews, initial and recurring KYC and due diligence; support client advisors when they are on business trips and assist in preparing client meeting.