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Senior Account Manager

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Détail de l'annonce

As a Senior Account Manager, you will take ownership of client relationships and ensure smooth management of their banking, administrative, and legal structures. You will act as a trusted partner, coordinating with internal teams and external stakeholders to deliver high-quality service and operational excellence.

Your Responsibilities
  • Manage and oversee client relationships independently across administrative, banking, and legal matters.
  • Monitor cash flows, maturities, and transactions, ensuring liquidity planning and accurate reporting.
  • Execute the full investment lifecycle for Private Equity and Hedge Fund commitments, from subscriptions to capital calls and distributions, coordinating with fund managers, custodians, and advisors.
  • Maintain and update loan schedules, corporate records, and organizational charts.
  • Onboard new clients, including KYC collection, contract preparation, and bank account openings with custodians.
  • Handle updates, changes, and closures of banking relationships.
  • Collaborate closely with service providers, trustees, lawyers, and banks to ensure seamless operations.
  • Support and deputize the Head of Client Management Team, including contribution to projects and process improvements.
  • Ensure compliance with regulatory and internal requirements (AML, Cross-Border, Code of Conduct).
  • Drive efficiency and foster strong cooperation across departments and stakeholders.
    • Your Profile
  • Proven experience in client administration/account management within Swiss banking.
  • Knowledge of Trust Business is an advantage.
  • Proficient in MS Office, with excellent organizational and execution skills.
  • Fluent in English and German; French is a plus.
  • Strong service orientation, flexibility, and entrepreneurial mindset.
  • Structured, detail-oriented, and collaborative team player with strong communication skills.
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    Winterthur

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