Account Manager

vor 2 Wochen

Fribourg, 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.

The Account Manager PB (AM PB) reaches out to clients in close collaboration with the Relationship Manager (RM) and Team Head with a focus on the Middle East Market. 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 information and supports the RM in implementing customized solutions. Furthermore, the AM PB acts as a 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.

**YOUR CHALLENGE**:

- Proactively taking the lead in supporting the Relationship Managers in client relationship management and all related tasks
- Participating in client meetings and leading certain parts of them (e.g. documentation formalities, compliance and other requests)
- Actively ensuring that operational account management is done professionally, with all tasks/system alerts cleared directly where possible or via Relationship Manager
- Ensuring 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) and account opening forms
- Processing client orders such as payments, credits as well as foreign exchange and securities transactions; account openings/closings, maintenance of the accounts (general bookkeeping), cash management; keeping client data base up-to-date
- Ensure appropriate preparation and upgrade of clients KYC documentation (e.g. yearly account reviews and account opening) in agreement with the Relationship Managers
- Particular attention dedicated to AML monitoring and regulatory notifications (advisory process, CRM alerts etc )
- Interacting with clients in an independent and professional manner in all aspects of account management
- Compiling presentations, independently drafting investment proposals and supporting in marketing activities
- Solving the administrative issues that arise and ensuring that all relevant systems are maintained and updated and all documentation is collected as necessary in addition to organizing business trips and client meetings
- Deputizing of peers within the team and Relationship Managers during absences

**YOUR PROFILE**:

- Either at least 5 years of experience as ARM or 3 years of experience as ARM and job related higher degree (e.g. Bachelor, CFA/AZEK/CAIA), without counting the apprenticeship period
- English is an absolute prerequisite. French is a plus
- Proven track-record in servicing banking clients with complex needs (on-boarding new clients, maintaining and extending current relationships)
- Successful completion of the internal AM PB training programme
- Good knowledge of the Market i.e. familiar with the legal and regulatory environment as well as cultural awareness
- Profound understanding of relevant products, services and tools in Private Banking as well as good knowledge of global financial markets and current developments in the industry
- Excellent situational adaptability (able to work with RMs and clients from diverse backgrounds)
- Friendly, trustworthy and discreet personality with a high level of risk awareness
- Proactive and independent work approach as well as takes on extra responsibilities at own initiative
- Highly service-oriented and passionate about client servicing with exceptional communication skills and always communicates in a friendly, competent and professional manner
- High personal integrity and ethical behaviour

  • Account Manager

    vor 1 Woche

    Fribourg, Schweiz London Stock Exchange Group Vollzeit

    **Data today improves performance tomorrow. And that's exactly what Account Managers at LSEG do for our customer! This role will sit within D&A and we make it a goal to ensure their happiness and help them achieve their strategic objectives. We work on understanding their business. We optimize workflows and priorities. And we help develop a high value...

  • Account Manager

    vor 2 Monaten

    Fribourg, Schweiz Brodard Executive Search Vollzeit

    Description du poste - On behalf or our client, a bank based in Geneva, we are currently looking for an**Account Manager - FIM - Your responsibilities: - Ensure full support to Relationship Managers in their management of customer portfolios - Follow up on all transactions and resolve client inquiries - Manage clients accounts and transactions and monitor...

  • Key Account Manager

    vor 2 Wochen

    Fribourg, Schweiz Gamned Suisse SA Vollzeit

    **KEY ACCOUNT MANAGER** The jobholder will be managing campaigns for clients in the account management team and will report to the Head of Client Service, the Deputy Managing Director and the Managing Director of the Swiss Office. **Media Campaign Management**: - Ensure each account has a clear trading strategy based on client goals. - Be accountable for...

  • Account Manager Industrie

    vor 2 Monaten

    Fribourg, Schweiz ROCKEN Vollzeit

    **Lohn - 105'000 - 120'000**:** ROCKEN®** bietet versierten Fachspezialisten viele interessante Positionen im Sales und Account Management, in den folgenden Berufsgruppen**:Regional **Sales Manager / Area Sales Manager / Global Sales Manager, Key Account Manager / Account Manager, Verkaufsleiter / Head of Sales, Verkaufsberater **sowie Technical Sales...

  • Key Account Manager Hlk

    vor 2 Monaten

    Fribourg, Schweiz ROCKEN Vollzeit

    **Lohn - 110'000 - 125'000**:** ROCKEN®** bietet versierten Fachspezialisten viele interessante Positionen im Sales und Account Management, in den folgenden Berufsgruppen**:Regional **Sales Manager / Area Sales Manager / Global Sales Manager, Key Account Manager / Account Manager, Verkaufsleiter / Head of Sales, Verkaufsberater **sowie Technical Sales...

  • Key Account Manager Hlk

    vor 1 Woche

    Fribourg, Schweiz ROCKEN Vollzeit

    **Lohn - 110'000 - 125'000**:** ROCKEN®** bietet versierten Fachspezialisten viele interessante Positionen im Sales und Account Management, in den folgenden Berufsgruppen**:Regional **Sales Manager / Area Sales Manager / Global Sales Manager, Key Account Manager / Account Manager, Verkaufsleiter / Head of Sales, Verkaufsberater **sowie Technical Sales...

  • Account Manager

    Vor 6 Tagen

    Fribourg, Schweiz BMC Software Vollzeit

    **Basic Information**: Country: Switzerland State: NA City: Zurich Date Published: 23-Apr-2024 Job ID: 41732 Travel: up to 50% **Description and Requirements**: LI-NQ1 **"At BMC trust is not just a word - it's a way of life!"** We are an award-winning, equal opportunity, culturally diverse, fun place to be. Giving back to the community drives us to...

  • Key Account Manager 100%

    vor 3 Wochen

    Fribourg, Schweiz BRINE Vollzeit

    **BRINE SA **sucht**:Key Account Manager** **für unseren Kunden in Zürich Als Teamplayer denkst und handelst Du zielorientiert und verlierst auch in hektischen Situationen nicht den Überblick. Selbständigkeit, Durchsetzungskraft und Belastbarkeit sind für Sie selbstverständlich. * Ihre Verantwortung* - Akquisition von Neukunden (Grosskunden) -...

  • Key Account Manager

    vor 3 Wochen

    Fribourg, Schweiz Medici & Sprecher Vollzeit

    Peyer Foils steht für innovative Lösungen in der Produkteveredelung. Unsere Kundin mit Sitz in Lengnau AG geniesst als globaler Lösungsanbieter und Entwicklungspartner weltweit einen ausgezeichneten Ruf. Kunden aus der Kosmetikbranche, Spirituosen - und Parfümindustrie bis hin zur grafischen Industrie vertrauen auf die langjährige Erfahrung und die hohe...

  • Account Manager

    vor 2 Monaten

    Fribourg, Schweiz Careerplus Vollzeit

    Vous êtes au bénéfice d'un excellent réseau et témoignez d'une affinité certaine pour le domaine digital ? Notre partenaire, une entreprise active dans le domaine digital, est actuellement à la recherche d'un-e **Account Manager à 80-100%**. **Vos activités chez votre futur employeur** - Vous identifiez et acquérez de nouveaux clients...

  • Account Manager

    vor 2 Wochen

    Fribourg, Schweiz HMGcom.com Vollzeit

    Rejoignez HMGcom, une agence innovante en marketing digital hôtelier, et jouez un rôle clé dans la croissance de notre entreprise. En tant que Account Manager, votre rôle sera d'identifier et de convertir de nouvelles opportunités commerciales en partenariats durables, en vous concentrant sur l'expansion de notre base de clients dans le secteur...

  • Account Manager

    vor 2 Wochen

    Fribourg, Schweiz HMGcom.com Vollzeit

    Rejoignez HMGcom, une agence innovante en marketing digital hôtelier, et jouez un rôle clé dans la croissance de notre entreprise. En tant que Account Manager, votre rôle sera d'identifier et de convertir de nouvelles opportunités commerciales en partenariats durables, en vous concentrant sur l'expansion de notre base de clients dans le secteur...

  • Technical Account Manager

    vor 2 Monaten

    Fribourg, Schweiz Auterion Vollzeit

    As a Technical Account Manager (TAM) at Auterion, you will serve as the bridge between our technical team and our customers, ensuring that complex technical problems are resolved efficiently and that our customers' technical needs and challenges are proactively addressed. You will focus on enhancing customer satisfaction, deepening account relationships, and...

  • Client Account Manager Wm Mea

    vor 2 Monaten

    Fribourg, Schweiz UBS Vollzeit

    Switzerland - Zürich - Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 273658BR **City** - Zürich **Job Type** - Temporary / Contract **Your role** - Do you want to proactively go the extra mile with us to help clients? Do you want to be part of a high performing team? - We are looking for someone like that...

  • An Account Manager in Marketing

    Vor 5 Tagen

    Fribourg, Schweiz InstaPeople Vollzeit

    Our client, a dynamic and innovative marketing agency in Geneva is seeking a motivated and experienced Account Manager to join the team. **Location**: Geneva, Switzerland **Company**: Marketing Agency CDI - 100% **Responsibilities**: - Maintain strong relationships with clients and serve as the primary point of contact for all project-related...

  • Account Manager

    vor 2 Monaten

    Fribourg, Schweiz Inizio Engage XD Vollzeit

    Das Unternehmen unseres Kunden wurde vor mehr als Jahren gegründet, um mit Hilfe modernster Technologien Leben zu retten. Aufbauend auf den Erfahrungen mit Eisenmangeltherapien hat unser Kunde sein Know-How in der Forschung und Entwicklung, der Einlizenzierung, der Produktion, im regulatorischen Bereich und in der Kommerzialisierung genutzt, um in die...

  • Sales & Account Manager Insurance

    vor 2 Wochen

    Fribourg, Schweiz Marco Fuhrer Vollzeit

    Deine Aufgabe - Deine Hunter-Mentalität hilft dir mit kreativen Sales-Strategien, aktiver Marktbearbeitung und Spass am Networking gezielt Neukund:innen für Zühlke zu gewinnen und unsere gefestigte Marktposition weiter auszubauen. - Du identifizierst und realisierst Verkaufspotentiale in dem du Marktbedürfnisse erkennst und dich aktiv daran beteiligst...

  • Account Manager

    vor 3 Wochen

    Fribourg, Schweiz Inizio Engage XD Vollzeit

    Das Unternehmen unseres Kunden wurde vor mehr als Jahren gegründet, um mit Hilfe modernster Technologien Leben zu retten. Aufbauend auf den Erfahrungen mit Eisenmangeltherapien hat unser Kunde sein Know-How in der Forschung und Entwicklung, der Einlizenzierung, der Produktion, im regulatorischen Bereich und in der Kommerzialisierung genutzt, um in die...

  • Key Account Manager

    vor 2 Monaten

    Fribourg, Schweiz Careerplus Vollzeit

    Pour l'un de nos clients situé dans le canton de Fribourg, spécialisé dans le domaine alimentaire, nous sommes à la recherche **d'un-e Key Account Manager 100%.** **Vos activités chez votre futur employeur** - Vous êtes actif dans toute la Suisse Romande - Vous gérez et développez tous les comptes Retail au niveau national - Vous êtes le...

  • Key Account Manager

    vor 2 Monaten

    Fribourg, Schweiz ZidaTech AG Vollzeit

    Als führender Hersteller für elektrische Gebäudeausrüstungen in Wohn - und Arbeitswelten bieten wir seit über 38 Jahren innovative und zukunftssichere Gesamtlösungen in den Bereichen Multimedia Verkabelung, Glasfaserinfrastrukturen, Hochleistungsnetzwerke, Gegensprechanlagen sowie Gebäude - und Hausautomation mit INNOXEL und KNX an. In diesen...