Job responsibilities
- Serve as an Account Manager for a select group of clients, focusing on sustainable long-term client relationships, built on trust and mutual respect.
- Support the ongoing development of a successful contact network, allowing to expand the bank's client base in terms of quantity and quality.
- Conduct a sustainable business in line with regulatory expectations and the bank's Code of Conduct/directives/policies/processes.
- Maintain personal Fit & Proper requirements and fulfill industry competence/regulatory/notification requirements at all times.
- Apply the highest standards in respect of client onboarding, investment suitability, quality of investment advice, banking and trading transactions, client monitoring, account reviews as well as documentation of client interaction - to ensure ongoing compliance with all applicable directives, rules & regulations.
- Stay within acceptable thresholds on Business Risk Management and Compliance findings.
- Meet individual targets as per own BSC/business plan and attend all relevant meetings/trainings.
- Understand the profile/needs of clients well to be able to match LGT's offering with client requirements.
- Meet the day-to-day servicing requirements of all clients (eg execute client transactions timely, ensure minimal errors, avoid complaints).
- Manage your costs in a sensible and entrepreneurial manner.
- Understand and use LGT's platform and offering responsibly, ensuring resources (eg Investment Services, Wealth Planning, Credit, Trading & Treasury, PBA Portal) are used effectively.
- Serve as a brand ambassador for the culture and values of LGT Group during interaction with clients/stakeholders and in public behavior.
- Continuously upgrade your skills and knowledge base (whilst at least fulfilling annual regulatory training requirements), on markets, products, research, etc., in order to discharge your role/duties in a satisfactory manner.
- Always interact/communicate respectfully with all stakeholders (internal/external) and exhibit impeccable behavior in day-to-day business.
- Handle/support any additional task/ad hoc project as required/assigned.
Requirements:
. Minimum 3 years of relevant experience in banking, either in private or investment banking
. Sound know-how of banking products
. Masters Degree preferred
