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

 

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