Account Manager/in Private Banking 60 % Pensum
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.
**YOUR CHALLENGE**:Unterstützung von Relationship Managern in sämtlichen Belangen der Kundenberatung und -betreuung:
- Unterstützt die Kundenberater in der Kundenbeziehung und allen damit verbundenen Aufgaben (Systeme, Anwendungen, Prozesse, Dokumente etc.), und trägt proaktiv zur Aufrechterhaltung eines hohen Servicestandards bei
- Beantworten von allgemeinen Kundenanfragen
- Erstellt und versorgt Kunden mit maßgeschneiderten Informationen, Berichten und Statistiken etc.
- Unterstützt das Team bei der Planung und Durchführung von Akquisitions-Projekten, Sales Initiativen und Events
- Stellvertretung von Assistenten/-innen und Account Manager/-innen
**YOUR PROFILE**:
- Kaufmännische (Bank-) Ausbildung
- Mehrjährige Erfahrung im Private Banking
- Nachgewiesene Erfahrung in der Betreuung von Bankkunden mit komplexen Anforderungen (Aufnahme neuer Kunden, Pflege und Ausbau bestehender Kundenbeziehungen)
- Fortgeschrittene Kenntnisse der globalen Finanzmärkte und aktueller Entwicklungen in der Branche
- Hohe Serviceorientierung und Leidenschaft für die Kundenbetreuung
- Proaktive und unabhängige Arbeitsweise
- Hohe persönliche Integrität und ethisches Verhalten
- Systematischer, präziser und sorgfältiger Arbeitsstil und die Fähigkeit, auch unter Druck außerordentlich gut zu arbeiten
- Teamfähigkeit
- Gute MS Office-Kenntnisse
- Sehr gute Deutsch
- und Englischkenntnisse in Wort und Schrift, Französischkenntnisse von Vorteil
Contact: Raffaela Ellersiek, HR Consultant,
+41 58 887 40 51
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