Account Manager Trustees & Lawyers (m/f/d)

Are you curious and eager to seize new opportunities? Do you go the extra mile and are also an open, communicative personality with a strong customer and solution orientation? Then let's exceed the expectations of our clients together and continue writing the success story of VP Bank. With us, you will find room for bold ideas and the opportunity to actively shape the future.

• Active support of client advisors in the holistic care of our clients and in various acquisition activities
• Independent handling of complex daily business tasks (telephone customer contact, correspondence, account openings, compliance inquiries)
• Independent preparation and follow-up of client appointments with active participation, as well as acceptance and processing of orders in the areas of securities, foreign exchange, derivatives, and payment transactions. Also ensuring the quality of customer data and compliance with regulatory requirements
• Responsibility for daily business, including structured and organized support of client advisors as well as professional and service-oriented handling of customer inquiries
• Participation in the organization and preparation of client events
• Enjoyment of a dynamic work environment and related interest in participating in projects for continuous optimization of processes and systems

• Completed banking training or commercial basic training
• Professional experience in private banking or intermediaries area, solid knowledge of internal banking processes as well as experience in fiduciary services and further training on special topics such as compliance is an advantage
• Very good user skills in MS Office, Avaloq experience is an advantage
• Confident German and good English skills
• Motivated, reliable, and team-oriented personality with high initiative, independence, and willingness for professional development (internal and external)
• High customer orientation and service readiness
• Polished manners, confident appearance, and very good communication skills