FI Treasury Account Manager
Global FI Treasury Account Manager
German Speaking
Vice President
London
The Global FI Treasury Account Manager will be responsible for all aspects of account management for an senior-level portfolio of low-growth and no-growth Treasury Services clients in Germany, the UK and the Nordic region, operating as part of a team with a total combined annual revenue exceeding $10m per year.
Responsibilities will include:
The protection of existing revenue and mitigation of risk generated by his/her assigned portfolio through: periodic pricing negotiation, responding to requests for incremental services and requesting onboarding resources, fulfilment of all required Compliance and Risk activities including 'Know Your Customer' site visits and assessments, escalation of client issues and client advocacy, coordination of Operational Credit requests and approvals, communication with clients regarding product features, changes, and conversions.
The account officers will be responsible for generating call reports and maintaining client information in the firm's sales office automation system. As the account officer for an assigned portfolio of low-growth clients, the incumbent will work on a regular basis with product management, operations, credit underwriting, compliance, global onboarding and global client support.
Relevant work experience within Treasury Services or related industries with client service, sales or onboarding experience with institutional clients. Sales responsibilities calling on institutional clients preferred. Comprehensive understanding of KYC requirements; regulatory issues; ability to work with minimal supervision.
Ability to communicate fluently in English and German.
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