Account Manager Private Banking for the Hispa Market 100%

vor 3 Wochen

Zürich, Schweiz Bank Julius Bär & Co. AG Vollzeit

At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together.

In addition to the Assistant Relationship Manager (ARM) Private Banking role profile, the Account Manager Private Banking (AM PB) takes ownership of the account administration, documentation formalities and tasks in daily operations and projects impacting the account administration. In contrast to the Relationship Manager (RM), the AM PB does not have an own client book. The AM PB reaches out to clients where appropriate in close collaboration with the RM. He/she demonstrates excellent professional, personal as well as social skills when liaising with clients and the RM. The AM PB ensures the operational client account management and interacts with internal as well as external stakeholders independently, provides clients with relevant in- formation and supports the RM in implementing customized solutions. Furthermore, the AM PB acts as role model in bringing the best service quality to clients, RMs and Team Heads (THs) in a fast, professional and friendly manner, always living the Julius Baer values (Care, Passion, and Excellence) and thus, helping the team to manage and grow its current client base. He/she channels client feedback to the relevant individuals and departments within the Bank to foster continuous improvement and fast adaptation of processes. The AM PB shows professional commitment to ensuring excellent administration of the account, to clients as well as to the Bank and is willing to go the extra mile. IHRE AUFGABEN

  • Ensures that accurate and high-quality client relationship documentation formalities are met and maintained to a high standard at all times including client identification documentation (CDB), account opening forms and other relevant legal forms

  • Actively helps managing risk (support first line of defense), i.e. in client documentation, by raising concerns, following up on issues independently and by escalating when in doubt

  • Interacts with clients in an independent and professional manner in all aspects of account management

  • Maintain and update records of client instructions, client details and preferences

  • Provide clients and Relationship Manager with information and data in verbal and/or written form as needed/requested

  • Creates and provides clients with customized information, reports and statistics, etc.

  • Liaise with other RM-Teams, Compliance, Risk Management, IC-Sales, Treasury & Trading, Operations & IT

  • Ensure always adherence to compliance, legal guidelines, internal rules, regulations & policies etc.

YOUR PROFILE

  • Commercial apprenticeship and job-related higher degree (e.g. bachelor, CFA/AZEK/CAIA)

  • At least 5 years of working experience as an Assistant Relationship Manager in a Bank

  • Proven track record in servicing banking clients with complex needs (on boarding of new clients, maintaining and extending current relationships)

  • Several years of experience in Compliance topics and is aware of current regulations and KYC related needs

  • Operate proficiently Microsoft Office for working on regular presentation preparations, spreadsheets

  • Strong organizational skills

  • Spanish mother tongue, fluency in English (oral and written), German would be an asset

  • Service oriented, discreet and responsible

  • Friendly, open personality, well-presented and professional appearance

  • Able to work independently, well organized, swift and accurate even when under pressure

Contact: Stephanie Laesser, HR Consultant

We are looking forward to receiving your full job application through our online application tool. Further interesting job opportunities can be found on our Career site.

Is this not quite what you are looking for? Set up a job alert by creating a candidate account here.

  • Account Manager Private Banking for the Hispa Market 100%

    Vor 7 Tagen

    Zürich, Zürich, Schweiz CH10 - BJB Bank Julius Baer & Co. Ltd. Vollzeit

    At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let's shape the future of wealth management together. In addition to the Assistant Relationship Manager (ARM) Private Banking role profile, the Account Manager Private Banking...

  • Account Manager Private Banking for the Hispa Market 100%

    vor 1 Monat

    Zürich, Zürich, Schweiz Bank Julius Bär & Co. AG Vollzeit

    At Julius Baer, we appreciate your unique qualities that allow you to make a difference, be innovative, feel empowered, and add value that goes beyond just money. Let's work together to shape the future of wealth management.In the role of Account Manager Private Banking (AM PB), you will be responsible for account administration, documentation tasks, and...

  • Account Manager Private Banking for the Hispa Market 100%

    vor 1 Woche

    Zürich, Zürich, Schweiz Bank Julius Bär & Co. AG Vollzeit

    At Julius Baer, we appreciate your unique qualities that allow you to make a difference, be innovative, feel empowered, and add value that goes beyond just money. Let's work together to shape the future of wealth management.In the role of Account Manager Private Banking (AM PB), you will be responsible for account administration, documentation tasks, and...

  • Account Manager Private Banking for the Hispa Market 100%

    vor 3 Wochen

    Zürich, Zürich, Schweiz Bank Julius Bär & Co. AG Vollzeit

    At Julius Baer, we appreciate your unique qualities that allow you to make a difference, be innovative, feel empowered, and add value that goes beyond just money. Let's work together to shape the future of wealth management.In the role of Account Manager Private Banking (AM PB), you will be responsible for account administration, documentation tasks, and...

  • Account Manager Private Banking for the Hispa Market 100%

    vor 3 Wochen

    Zürich, Schweiz CH10 - BJB Bank Julius Baer & Co. Ltd. Vollzeit

    At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together. In addition to the Assistant Relationship Manager (ARM) Private Banking role profile, the Account Manager Private Banking...

  • Account Manager Private Banking Asia Market

    vor 1 Woche

    Zürich, Zürich, Schweiz Yakoubi Associates Vollzeit

    On behalf of our client we are looking for an experienced account / client manager for a Swiss private bank in ZurichTasks ASupports the Relationship Managers (RM) in managing, monitoring and reviewing of client investment portfolios Collaborates with internal experts from Markets, Investment Solutions and Wealth Planning to identify investment and service...

  • Account Manager Private Banking 100%

    vor 1 Woche

    Zürich, Zürich, Schweiz Julius Baer Vollzeit

    At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let's shape the future of wealth management together.In addition to the Assistant Relationship Manager (ARM) Private Banking role profile, the Account Manager Private Banking (AM...

  • Wealth Management Assistant

    vor 1 Woche

    Zürich, Zürich, Schweiz Redstone Private Banking Vollzeit

    Redstone Private Banking Search are leaders in the global provision of search solutions for the international private banking and wealth management markets. With coverage of a wide variety of Private Banks, Boutiques, Family Offices, Wealth Managers, Fund Managers and Investment Houses, Redstone Private Banking can offer tailored search solutions in a...

  • Intern Private Banking

    vor 1 Woche

    Zürich, Zürich, Schweiz Banque Heritage Vollzeit

    ZUR ICH(fixed-term 3 months)Our Private Banking division focuses on providing services and advice to a sophisticated clientele ofindividuals, entrepreneurs, managers and family offices in Switzerland, Europe and emerging markets.Through its various services units it offers expertise in wealth management, financial intermediation,personalized financial...

  • Intern Private Banking

    vor 1 Woche

    Zürich, Zürich, Schweiz Banque Heritage Vollzeit

    (fixed-term 3 months)Our Private Banking division focuses on providing services and advice to a sophisticated clientele ofindividuals, entrepreneurs, managers and family offices in Switzerland, Europe and emerging markets.Through its various services units it offers expertise in wealth management, financial intermediation,personalized financial advice....

  • Assistant Private Banking

    vor 1 Woche

    Zürich, Zürich, Schweiz Future Watch International Recruiting Vollzeit

    Category: Banking- Created: 17 April 2018Our client is, a leading global bank based in Zurich. they have an opening for an experiencedASSISTANT Private Banking Assist the Private Bankers in the daytoday work supporting clients and handling administrative issues Handle incoming calls professionally and promptly Handle the KYC for Account Openings for new...

  • Account Manager Private Banking 100%

    vor 22 Stunden

    Zürich, Schweiz Bergos AG Vollzeit

    WIR SUCHENIm Private Banking betreuen wir vermögende und anspruchsvolle Familien, Unternehmer:innen, Family Offices, Stiftungen sowie Finanzintermediäre . Wir beraten unsere Kunden umfassend, berücksichtigen ihre Bedürfnisse und pflegen sehr persönliche langjährige Beziehungen mit ihnen.Für unseren Bereich Private Banking suchen wir zum...

  • Account Manager Private Banking 100%

    vor 1 Monat

    Zürich, Schweiz Bank Julius Bär & Co. AG Vollzeit

    At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together.In addition to the Assistant Relationship Manager (ARM) Private Banking role profile, the Account Manager Private Banking (AM...

  • Private Banking Compliance Officer Region Americas 80-100%

    vor 1 Monat

    Zürich, Schweiz Bank Julius Bär & Co. Ltd. Vollzeit

    Private Banking Compliance Officer Region Americas 80-100% (w/m/d) page is loaded Private Banking Compliance Officer Region Americas 80-100% (w/m/d) Bewerben locations Zürich time type Full time posted on Vor 5 Tagen ausgeschrieben job requisition id r-13344 At Julius Baer, we celebrate and value the individual...

  • Account Manager Private Banking 100%

    vor 1 Monat

    Zürich, Schweiz CH10 - BJB Bank Julius Baer & Co. Ltd. Vollzeit

    At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together. In addition to the Assistant Relationship Manager (ARM) Private Banking role profile, the Account Manager Private Banking...

  • Key Account Manager Banking

    vor 1 Woche

    Zürich, Zürich, Schweiz AdNovum Vollzeit

    What you're going to do:Developing existing clients, especially by identifying new opportunities in close exchange with your peers on the clients' side, runs in your blood? Building and maintaining your personal network with clients as well as the regular exchange with them inspire and motivate you? So does collaboration with an interdisciplinary and...

  • Private Markets Sales

    vor 1 Woche

    Zürich, Zürich, Schweiz Julius Baer Vollzeit

    At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let's shape the future of wealth management together.Within the last nine years, the Private Markets team has developed an attractive offering including dedicated investment...

  • Operations Manager Private Markets

    vor 1 Woche

    Zürich, Zürich, Schweiz SYZ GROUP Vollzeit

    ContextAs part of its strategic ambitions, SYZ Capital is strengthening its operational department in the Operations Team, under the supervision of the Chief Operating Officer. We are looking for a person who is eager to learn about both Liquid and Illiquid Alternative Investments and to contribute to the team's success and development.Job SummaryWorking...

  • Head of Data Management in Banking Operations 80-100%

    vor 1 Woche

    Zürich, Zürich, Schweiz Bank Julius Bär & Co. Ltd. Vollzeit

    Head of Data Management in Banking Operations 80-100% (f/m/d) page is loaded Head of Data Management in Banking Operations 80-100% (f/m/d) Apply locations Zurich time type Full time posted on Posted 5 Days Ago job requisition id r-13554 At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be...

  • Private Banking Assistentin/assistent

    vor 1 Woche

    Zürich, Zürich, Schweiz Lombard Odier & Cie Vollzeit

    A career at _Lombard Odier_ means working for a renowned global wealth and asset manager, with a strong focus on sustainable investing. An innovative bank of choice for private and institutional clients, our independently owned Firm is one of the best-capitalised banking groups in the world, managing close to CHF_- 300 billion and operating from over 25...