Account Manager 100%
vor 10 Stunden
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 (AM PB) takes ownership of the account administration, documentation formalities and tasks in daily operations and projects impacting the account administration. In contrast to the Relationship Man
- ager (RM), the AM PB does not have an own client book. The AM PB reaches out to clients where appropriate in close collaboration with the RM. 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 in
- formation and supports the RM in implementing customized solutions. Furthermore, the AM PB acts as 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**:
**Clients support**
- Services clients in the day-to-day work and handles the full account management of a client
- Handles the account openings for new clients as well as account changes to existing clients, 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
- Interacts with clients in an independent and professional manner in all aspects of account management
- Ensures efficient and prompt handling of orders, trades, transactions, etc.
- Monitors the maturity list for deposits, loans, trades and takes or initiates action Actively ensures that operational account management is undertaken professionally, with all tasks/system alerts cleared directly where possible, actively maintains client key data to ensure KYC and other data sets are correct for good maintenance of the relationship
- Compiles presentations, independently drafts investment proposals and supports in marketing activities
**Business Development**
- Manages the internal projects, which impact the account relationships, directly solving the administrative issues that arise and ensuring that all relevant systems are maintained and updated and all documentation collected as necessary
- Collects and shares relevant information, ideas, findings and research with colleagues to improve processes and to increase productivity and quality
**YOUR PROFILE**:
**Personal and Social**
- Very good interpersonal skills, open and approachable, Team player
- Displays excellent situational adaptability, genuine interest in people, ability to relate to clients and colleagues from diverse backgrounds
- Persistent and persuasive and passionate about client service
- Systematic, precise and diligent working style and the ability to perform exceedingly well under pressure
- Proactive and independent work approach
- Positive “can do” attitude and approaches challenges with an open mind
- Takes on extra responsibilities at own initiative, aims for excellence by finding ways to do things smarter, faster, better and is also not afraid to question a status quo
- Exceptional communication skills and always communicates in a friendly, competent and professional manner
**Professional and Technical**
- Either at least 5 years of experience as Assistant Relationship Manager (ARM) or 3 years of experience as ARM and job related higher degree
- Excellent language skills in English and German (verbal and written) according to specific market requirements
- Pronounced know-how of a broad array of asset classes paired with a strong interest for financial markets
- In-depth knowledge in banking and related laws and regulations
Contact: Stephanie Laesser, HR Consultant,
058/888 54 28
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