Overview
Account Manager Jobs in Zürichhorn, Switzerland at kessler.vogler gmbh
Location: Zürichhorn
Job profile
Independently managing and overseeing client relationships in relation to administrative, banking, and legal structures as part of daily operations
Collaborating to identify cash needs and availability for clients’ entities to facilitate commitments or investments
Monitoring transaction maturities, controlling inflows and outflows, and gathering relevant background information
Ensuring diligent execution of all steps in the investment subscription process for direct investments, such as private equities and hedge funds (e.g., initial subscription, capital calls, and distributions), while coordinating with fund administrators, fund managers, custodians, legal advisors, and directors on KYC-related queries
Maintaining and updating loan schedules and organizational charts for companies
Communicating and coordinating with service providers, trustees, lawyers, and banks
Managing the onboarding of new clients, including:a. Supporting the Client Management Team Head in administrative tasks such as gathering KYC information, preparing contracts, and organizing client acceptance meetingsb. Preparing bank account opening forms, coordinating the signature process with clients, and processing forms with custodian banks
Coordinating and executing updates, changes in circumstances, and closures of client (banking) relationships
Assisting the Head of Client Management Team in project implementation
Acting as a deputy to the Head of Client Management Team Handling execution-related tasks, including completing, printing, scanning, drafting, filing, and dispatching documents or contracts Requirements Extensive experience in client administration and account management
Basic understanding of trust business practices and/or familiarity with the finance industry
Proficient in MS Office applications
Fluent in English and German; knowledge of French is an advantage
Comfortable working in multicultural and multilingual environments
Flexible, proactive, and
service-oriented
, with an
entrepreneurial
mindset
Highly organized and efficient in work processes
Strong team player with excellent
collaboration
skills
Title: Account Manager
Company: kessler.vogler gmbh
Location: Zürichhorn, Switzerland
Category: Finance & Banking, Administrative/Clerical