Account Manager Private Wealth Management Team Asia 100% on-site

Our client's Private Banking team is committed to delivering exceptional service and tailored financial solutions to valued clients across Asia. Reporting directly to the Head of Asia based in Zurich, you will play a pivotal role in ensuring outstanding service quality and efficiency for both internal teams and external clients.

Your Responsibilities

• Managing all account opening and closing procedures with precision
• Maintaining regular communication with clients to keep them informed about their investments’ performance and outlook, promptly addressing any issues or complaints
• Coordinating high-quality reporting, administration, and transition processes related to mandates
• Professionally handling client queries and managing all client interactions with care and attention
• Overseeing the accuracy of client reporting, legal documentation, KYC compliance, and resolving any related concerns
• Supporting business development by preparing presentations, marketing materials, and scheduling appointments for the Head of Asia
• Assisting in developing and implementing reporting procedures to monitor sales processes effectively

Internally, you will support the Head of Asia Zurich Office and Relationship Managers by :

Your Profile

What We Offer

Our client provides a stimulating work environment where your contributions are valued and recognised. You will have the opportunity to develop your career within an international setting while working alongside experienced professionals dedicated to excellence in private wealth management.

Contact

If you are ready to take on this exciting challenge or would like more information, please get in touch with :

Peter Vogler

Email : vogler@kesslervogler.ch

Tel. : +41 43 305 00 35

We look forward to receiving your application!