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 daily operations that impact account management. Unlike the Relationship Manager (RM), you will not have your own client portfolio, but will collaborate closely with RMs to reach out to clients as needed. Your role involves maintaining operational client account management, interacting with internal and external stakeholders, providing clients with relevant information, and supporting RMs in implementing tailored solutions.

As an AM PB, you play a key role in delivering top-notch service to clients, RMs, and Team Heads in a prompt, professional, and friendly manner while embodying Julius Baer's values of Care, Passion, and Excellence. You will also act as a role model in fostering continuous improvement and fast adaptation of processes by conveying client feedback to the relevant individuals and departments within the Bank.

IHRE AUFGABEN

  • Ensure accurate and high-quality client relationship documentation
  • Assist in managing risks related to client documentation
  • Interact with clients in a professional manner
  • Update records of client instructions and preferences
  • Provide information to clients and Relationship Managers as needed
  • Create customized reports and statistics for clients
  • Collaborate with various teams within the Bank
  • Adhere to compliance, legal guidelines, and internal policies

YOUR PROFILE

  • Commercial apprenticeship and relevant higher degree
  • Minimum of 5 years experience as an Assistant Relationship Manager
  • Track record in servicing clients with complex needs
  • Proficiency in Compliance topics and current regulations
  • Strong Microsoft Office skills
  • Excellent organizational skills
  • Native Spanish speaker, fluent in English, German is a plus
  • Service-oriented, discreet, and responsible
  • Friendly, open personality with professional appearance
  • Ability to work independently and efficiently under pressure

Contact: Stephanie Laesser, HR Consultant

We look forward to receiving your complete job application through our online tool. Explore more job opportunities on our Career site.

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