MM
Marsh McLennanAccount Manager, Business Insurance
Account Manager I providing knowledgeable service and support for business insurance clients. Collaborating with colleagues to meet service needs and maintain client data accuracy.
About the role
- Support der Relationship Manager und der externen Asset Manager (EAM)
- Ausführung von Zahlungsaufträgen, Trust Depots und deren Erneuerung, FX-Transaktionen, Börsengeschäften, Asset Transfers, Kreditkarten-Zahlungen
- Betreuung der Konten einschließlich der Eröffnung
- Sicherstellen der Customer Due Diligence sowie der KYC-, AML- sowie FACTS/QI- und CRS/AIA-Administration
- Datenübertragung von der CRM-Anwendung zum KYC-Upgrade-Tool
- Support der EAM; Vor- und Nachkontrolle der KYC-Daten bei Neueinträgen
- Profilreview von EAM Kunden und Pflege der Dossiers
- Sicherstellung der Governance, Risikomanagements und der Kontrollen der Compliance.
Requirements
- KV, HF oder Bachelor (Paralegal, Wirtschaftsjurist oder Finance)
- Erste Berufserfahrung im Private Banking oder Asset Management
- Kenntnisse von Anlageprodukten
- Kenntnisse von Onboarding, KYC und ALM
- Ausgezeichnete organisatorische und interpersonelle Fähigkeiten
- IT-Affinität, insbesondere MS Office und Excel
- Zuverlässig; fähig, selbstständig und systematisch Fristen einzuhalten
- Teamorientierte und kundenorientierte Arbeitsweise
- Fähigkeit, mit verschiedenen Stakeholdern zu arbeiten und eloquent mit Kunden umzugehen
- Fliessend in Englisch und Deutsch
Benefits
- Hybrid-Arbeitsmodell (Zürich, hybrid)
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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