Role Overview As an Account Manager Intermediaries & Family Offices (AM PB), you will take ownership of account administration and documentation, coordinating daily operations and projects that impact account management. You will work closely with Relationship Managers (RM) and independently liaise with clients to support their needs and ensure seamless account administration.
Key Responsibilities - Ensure professional and accurate operational account management, clearing system alerts and maintaining client data quality.
- Proactively support the RM and team in client interactions, delivering high‑quality, timely responses.
- Interact independently with clients, presenting customised information, reports, and statistics.
- Participate in or lead client meetings when appropriate (e.g., documentation formalities, compliance requests).
- Compile presentations and assist in marketing activities.
- Organise client meetings, mana...