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Relationship Manager Global Custody 100%
vor 2 Wochen
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.
Der Relationship Manager Global Custody (w/m/d) ist verantwortlich für eine professionelle Betreuung von institutionellen Kunden, Pensionskassen, Fonds sowie Family Offices im Bereich Global Custody
**YOUR CHALLENGE**:
- Beratung und Verhandlung mit Kunden bezüglich Global Custody-Dienstleistungen
- Aufsetzung und Betreuung von neu gewonnenen Kunden
- Ausbau bestehender Geschäftsbeziehungen (incremental business)
- Ausarbeitung von Vertragsdokumenten / Offerten
- Zeitnahe und professionelle Reaktion auf alle Kundenbedürfnisse sowie Entwicklung von massgeschneiderten Lösungen mit internen und/oder externen Spezialisten
- Erledigen von administrativen Aufgaben wie z.B. Maintenance Kundendokumentation / KYC etc.
- Mitarbeit bei der Gewinnung von neuen Kunden und Unterstützung der Sales-Aktivitäten
- Mitwirkung bei Kundenanlässen, eigene Koordination und Vorbereitung von kundenbezogenen Aktivitäten (Konferenzgespräche, Meetings)
**YOUR PROFILE**:
- Banklehre oder Matura mit entsprechender Weiterbildung
- Breit abgestütztes Bankfachwissen, idealerweise auch in Bezug auf Global Custody-Lösungen sowie Wertschriftenkenntnisse
- Erfahrung in der Betreuung von anspruchsvollen Kunden (idealerweise im Bereich institutionellen Kunden wie z.B. Pensionskassen, Fonds sowie Family Offices
- Verhandlungs
- sowie Kommunikationsgeschick, sicheres Auftreten sowie ausgeprägte Kunden
- und Dienstleistungsorientierung
- Due-Diligence / KYC-Kenntnisse
- Vertraut mit dem rechtlichen und regulatorischen Umfeld
- Sehr gute Deutsch
- sowie Englischkenntnisse, Sprachkenntnisse in Französisch von Vorteil
- Versierte PC-Anwenderkenntnisse (z.B. Excel, Word, Power Point, Kundendatenbanken)
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