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Account Manager

Supporting the Relationship Managers in providing a high level of service to High Net Worth Individuals, local and international Trust Companies and Wealth Managers. As an AM you will be a focal point of contact for the client’s daily banking … Continue reading

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REF: 2348

~ Account Manager

Supporting the Relationship Managers in providing a high level of service to High Net Worth Individuals, local and international Trust Companies and Wealth Managers. As an AM you will be a focal point of contact for the client’s daily banking requirements.

Main Duties & Responsibilities

  • Execution of client transactions (payments, security trades, foreign exchanges, Fixed deposits and corporate actions)
  • Receiving and making client calls to facilitate transactions and resolve queries.
  • Reviewing new account CDD and subsequent preparation of account opening documentation and risk review paperwork.
  • Liaising with clients to close any gaps in CDD documentation for both new and existing bank accounts.
  • Preparation of Account closure documentation.
  • Completion of client Risk Review documentation in accordance with group risk policies for regular risk reviews to include running of background checks and searches.
  • Setting up new accounts on the bank mainframe system (T24) and the relationship management system (MSD).
  • Attending client meetings/service reviews and social events as appropriate.
  • Review and process overrides on transactions generated by T24 / FIRCOSOFT.
  • Review of E-Services requests and subsequent preparation of E-Services set-up documentation.
  • Resolving E-Services issues (e.g. forgotten passwords) directly with the client.
  • Assist with system testing for both T24 releases and Hotfixes as appropriate.
  • Assist with and co-ordinate projects and large scale system tasks that may arise from time to time.
  • Maintaining good relationships with other departments to ensure good turnaround times and effective communication flows.
  • Ability to think outside of the box and enthusiasm for change and the unexpected.
  • Such other duties as may be required.

 

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