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

Are you curious and eager to seize new opportunities? Do you go the extra mile and are you an open, communicative personality with a strong customer and solution orientation? Then let’s exceed our clients’ expectations together and continue writing the success story of VP Bank. Here you will find space 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-related tasks (telephone client contact, correspondence, account openings, compliance inquiries)
• Independent preparation and follow-up of client meetings with active participation, as well as acceptance and processing of orders in the areas of securities, foreign exchange, derivatives, and payment transactions. Ensuring the quality of client 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 client inquiries
• Participation in the organization and preparation of client events
• Enjoyment of a dynamic work environment and related interest in participating in projects for the continuous optimization of processes and systems

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