Assistant or Account Manager

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 Assistant (ARM)/ Account Manager (AM) is mainly responsible for servicing the clients in the day-to-day work and takes ownership of the account administration, documentation formalities and tasks in daily operations and projects impacting the account administration. She/he will be part of a team responsible to execute trades and this entails dealing with routine enquiries and transactions as well as documentation to meet regulatory requirements. She/he demonstrates excellent professional, personal as well as social skills when liaising with clients. The ARM / AM ensures the operational client account management and interacts with internal as well as external stakeholders independently and provides clients with relevant information. The ARM / AM acts as role model in bringing the best service quality to clients in a fast, professional and friendly manner, always living the Julius Baer values (Care, Passion, and Excellence). Professionalism and responsiveness are key. The ARM/ AM 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**:

- Service clients in the day-to-day work and handle the full account management of a client on an execution-only basis.
- 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; take action where instruction is standard
- 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 CRM and other data sets are correct for good maintenance of the relationship

**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
- Organises herself/himself in an efficient and compliant manner and ensures timely and appropriate information of the superior
- Conducts reviews, plans ahead and documents his/her own work at all times
- 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 inter-personal 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 ARM or 3 years of experience as ARM and job related higher degree
- Excellent written and oral skills in German, English, additional languages e.g. French or Italian a plus
- Generalist know-how of a broad array of asset classes paired with a strong interest for financial markets
- In-depth knowledge in banking and pronounced knowledge in all asset classes in a portfolio context
- Experience as Assistant Relationship Manager (ARM) or Account Manager (AM)

Contact: Raffaela Ellersiek, HR Consultant,
+41 58 887 40 51