Account Manager Private Banking

vor 2 Monaten

Zurich, 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.

I

**YOUR CHALLENGE**:

- 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)
- 3 - 4 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
- Fluency in English and Spanish (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, 058/888 54 28

  • Account Manager Private Banking Asia Market

    vor 2 Monaten

    Zurich, Schweiz Yakoubi Associates Vollzeit

    On behalf of our client we are looking for an experienced account / client manager for a Swiss private bank in Zurich Tasks - 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...

  • Account Manager Private Banking Asia Market

    vor 2 Monaten

    Zurich, Schweiz Yakoubi Associates Vollzeit

    On behalf of our client we are looking for an experienced account / client manager for a Swiss private bank in Zurich Tasks - Supports 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...

  • Account Manager in Private Banking, 80 Bis 100%

    vor 1 Woche

    Zurich, Schweiz Yakoubi Associates Vollzeit

    Im Auftrag einer global tätigen namhaften Privatbank, suchen wir auf den nächstmöglichen Zeitpunkt ein/e Account Manager\*in. Aufgaben Unterstützung von mehreren Relationship Manager in sämtlichen Belangen der Kundenberatung und -betreuung: - Unterstützt proaktiv und selbständig die Kundenberater in der Kundenbeziehung und allen damit verbundenen...

  • Account Manager Private Banking 100%

    vor 1 Tag

    Zurich, 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...

  • Assistant Private Banking

    Vor 3 Tagen

    Zurich, Schweiz Future Watch International Recruiting Vollzeit

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

  • Assistant Private Banking

    Vor 3 Tagen

    Zurich, Schweiz Future Watch International Recruiting Vollzeit

    Category: Banking- Created: 06 April 2019**Our client is, a leading global bank based in Zurich. they have an opening for an experienced** **ASSISTANT PRIVATE BANKING (RUSSIAN DESK)*** - Assist the Private Bankers in the day-to-day work supporting clients and handling administrative issues - Handle incoming calls professionally and promptly - Handle the KYC...

  • Assistant Private Banking

    Vor 3 Tagen

    Zurich, Schweiz Future Watch International Recruiting Vollzeit

    Category: Banking- Created: 06 April 2019**Our client is a leading global banking institute with a branch in Switzerland, they have fantastic opportunity for an experienced** **ASSISTANT PRIVATE BANKING (LATAM)*** - Supporting Private Bankers and assistants in Brazil, Uruguay and other LATAM countries: - Liaison go-between for commercial area of the...

  • Relationship Manager

    Vor 5 Tagen

    Zurich, Schweiz Sygnum Vollzeit

    **About us** Sygnum is the world’s first regulated Digital Asset Bank, founded on Swiss and Singapore dual heritage, headquartered in Switzerland and operating globally. We make digital assets ankable, secure, and convenient. We empower our clients to invest in the digital asset economy with complete trust. For the first time with Sygnum, major currencies...

  • Intern Private Banking

    vor 16 Stunden

    Zurich, Schweiz Banque Heritage Vollzeit

    Our Private Banking division focuses on providing services and advice to a sophisticated clientele of individuals, 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. Combining the...

  • Relationship Manager

    vor 2 Monaten

    Zurich, Schweiz Sygnum Vollzeit

    **About us** Sygnum is the world’s first regulated Digital Asset Bank, founded on Swiss and Singapore dual heritage, headquartered in Switzerland and operating globally. We make digital assets ankable, secure, and convenient. We empower our clients to invest in the digital asset economy with complete trust. For the first time with Sygnum, major currencies...

  • Relationship Manager

    vor 1 Monat

    Zurich, Schweiz Sygnum Vollzeit

    **About us** Sygnum is the world’s first regulated Digital Asset Bank, founded on Swiss and Singapore dual heritage, headquartered in Switzerland and operating globally. We make digital assets ankable, secure, and convenient. We empower our clients to invest in the digital asset economy with complete trust. For the first time with Sygnum, major currencies...

  • Relationship Manager

    Vor 3 Tagen

    Zurich, Schweiz Sygnum Vollzeit

    **About us** Sygnum is the world’s first regulated Digital Asset Bank, founded on Swiss and Singapore dual heritage, headquartered in Switzerland and operating globally. We make digital assets ankable, secure, and convenient. We empower our clients to invest in the digital asset economy with complete trust. For the first time with Sygnum, major currencies...

  • Intern Private Banking

    vor 2 Wochen

    Zurich, Schweiz Banque Heritage Vollzeit

    (fixed-term 3 months) Our Private Banking division focuses on providing services and advice to a sophisticated clientele of individuals, 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....

  • Intern Private Banking

    vor 2 Wochen

    Zurich, Schweiz Banque Heritage Vollzeit

    ZUR ICH(fixed-term 3 months)Our Private Banking division focuses on providing services and advice to a sophisticated clientele of individuals, 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 4 Tagen

    Zurich, Schweiz Banque Heritage Vollzeit

    ZUR ICH (fixed-term 3 months) Our Private Banking division focuses on providing services and advice to a sophisticated clientele of individuals, 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...

  • Executive Assistant

    vor 4 Wochen

    Zurich, 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...

  • Account Manager Private Banking, 80

    vor 3 Wochen

    Zurich, Schweiz Yakoubi Associates Vollzeit

    Im Auftrag einer renommierten Schweizer Privatbank suchen wir auf den nächstmöglichen Zeitpunkt oder nach Vereinbarung eine/-n erfahrene/-n Account Manager im Private Wealth Management. Aufgaben - Sie stellen sicher, dass die genauen Formalitäten zur Dokumentation der Kundenbeziehung und anderen rechtlichen Formulare jederzeit eingehalten werden. - Sie...

  • Career Start

    vor 1 Monat

    Zurich, Schweiz Credit Suisse Campus Vollzeit

    Lanciere deine Karriere mit unserem Private Banking Career Start Program. Hier arbeitest du als Absolventin oder Absolvent im Herzen der Finanzdienstleistungsbranche und betreust unsere Kundinnen und Kunden mit Sitz in der Schweiz. Das Programm besteht aus einer dreimonatigen Client Service Grundausbildung und dem Haupteinsatz im Private Banking Winterthur....

  • Assistant Rm Private Banking International

    vor 2 Monaten

    Zurich, Schweiz coni+partner AG Vollzeit

    coni + partner ist ein seit 1993 bestehendes Beratungshaus mit Sitz in Zürich und Niederlassungen in Düsseldorf und Shanghai. Unsere Stärke ist die passgenaue Besetzung von Positionen entsprechend der Unternehmenskultur, unter genauer Betrachtung fachlicher Kompetenzen, Referenzen und «soft skills» der Kandidaten. Unser Kunde ist eine Privatbank in...

  • Assistant Rm Private Banking International

    vor 1 Monat

    Zurich, Schweiz coni+partner AG Vollzeit

    coni + partner ist ein seit 1993 bestehendes Beratungshaus mit Sitz in Zürich und Niederlassungen in Düsseldorf und Shanghai. Unsere Stärke ist die passgenaue Besetzung von Positionen entsprechend der Unternehmenskultur, unter genauer Betrachtung fachlicher Kompetenzen, Referenzen und «soft skills» der Kandidaten. Unser Kunde ist eine Privatbank in...