Account Manager Trade Basic

vor 11 Stunden

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.

The Account Manager is mainly responsible for servicing the clients in the day-to-day work and handling administrative tasks. She/he will be responsible to execute trades and this entails dealing with routine enquiries and transactions as well as documentation to meet regulatory requirements.

Moreover, it will be a task of the Account Manager to keep the KYC profiles of our clients up to date and live up to the bank’s quality standards. In addition to this, the Account Manager will also support actively the Team Head of the Trade Basic Desk in new initiatives or projects. Professionalism and responsiveness are key.

**YOUR CHALLENGE**:

- Service clients in the day-to-day work and handle administrative tasks
- Ensure efficient and prompt handling of orders, trades, transactions, etc.
- Continuous deepening of customer relationships and optimization of related revenues
- Conducting client meetings (incl. pre
- and post-processing of meetings)
- Performance of KYC Reviews
- Handle the account openings for new clients as well as account changes to existing clients
- Monitor the maturity list for deposits, loans, trades; take action where instruction is standard
- Support the Team Head in initiatives or projects

**YOUR PROFILE**:
**Personal and Social**
- Very good inter-personal skills, open and approachable
- Displays genuine interest in people, ability to relate to clients and colleagues from diverse backgrounds
- Persistent and persuasive and passionate about client service
- Possesses good judgement and ability to work under pressure
- Able to act with diligent and rigorous approach also in demanding situations

**Professional and Technical**
- 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 Relationship Manager Assistant (RMA) or Junior Relationship Manager (JRM)
- Experience in Projects
- Excellent written and oral skills in Spanish, Italian and English; additional languages e.g. German, French a plus
- Further education in financial markets (university/university of applied science, AZEK, CFA etc.) a plus

Contact: Sandra Allemann, HR Consultant, +41 58 887 40 51

  • Sales Account Manager

    vor 2 Wochen

    Zurich, Schweiz Connect44 Vollzeit

    We are looking for a Sales Account Manager, initial 2 years contract with the possibility of an extension **Accounts business operation**: - Organize and operate the account insight - Regularly track the implementation progress of the customer relationship plan. - Operate and evaluate customer satisfaction, and track the closure of voice of customers -...

  • Assistant or Account Manager

    vor 2 Wochen

    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. The Assistant (ARM)/ Account Manager (AM) is mainly responsible for servicing the clients in the day-to-day work and takes...

  • International Account Manager

    Vor 6 Tagen

    Zurich, Schweiz billbox Vollzeit

    International Account Manager / Internationaler Kundenbetreuer ( Zürich) Werde Teil unseres Internationalen Account Management Teams in Zürich **Internationales** **Account Management / Kundenbetreuung / Customer Service (w/m/d), Vollzeit** **Wir bieten Dir**: - Ein internationales Team im Herzen von Zürich in hellen Büros am Limmatquai - Einen...

  • Junior Account Manager Clienti Italiani

    Vor 6 Tagen

    Zurich, Schweiz billbox Vollzeit

    Junior Account Manager Clienti Italiani (Zurigo) **Benvenuto** - Welcome - Grüezi - Willkommen bei ! **Junior Account Manager Clienti Italiani** Entrate a far parte del nostro team internazionale di account management a Zurigo: Junior International Account Management / Junior Customer Service Clienti Italiani, tempo pieno Werde für unsere italienischen...

  • Global Trade Compliance Manager

    Vor 7 Tagen

    Zurich, Schweiz ABB Vollzeit

    At ABB, we help industries outrun - leaner and cleaner. Here, progress is an expectation - for you, your team, and the world. As a global market leader, we’ll give you what you need to make it happen. It won’t always be easy, growing takes grit. But at ABB, you’ll never run alone. Run what runs the world. This Position reports to: Chief Counsel -...

  • Partner Account Manager

    Vor 6 Tagen

    Zurich, Schweiz Squirro Vollzeit

    Squirro is looking for a new Partner Account Manager to join the Sales & Revenue team in our headquarters in Zurich, Switzerland! **About the role**: As the Partner Account Manager, you'll be responsible for fostering and managing the relationship between Squirro and its partners to drive mutual business success, ensuring partners have the necessary...

  • Senior Key Account Manager

    Vor 3 Tagen

    Männedorf / Auf Dorf, Zurich, Schweiz Tecan Vollzeit

    Job description:Ever wondered how your skills and unique background could impact the world of tomorrow? Join our OEM and Partnering Business and bring your passion and talent to work.Senior Key Account Manager (100%)Männedorf, ZürichYour contributionAs a Key Account Manager, you will play a pivotal role in driving strategic growth for Tecan's OEM and...

  • Major Account Manager

    Vor 4 Tagen

    Zurich, Schweiz Fortinet Vollzeit

    **Major Accounts Manager** In this key role, you will manage and drive direct sales engagements into a set of Named Accounts including Fortune 1000 accounts and strategic partners. Your focus will be to create and implement strategic account plans focused on attaining enterprise-wide deployments of Fortinet products and services. Develop executive...

  • Account Manager

    vor 2 Wochen

    Zurich, Schweiz GlobalBlue_IT Vollzeit

    The Account Manager of Global Blue Switzerland has responsibility for the sales and acquisition development of the merchant portfolio in the Swiss market with main focus on the German territory of Switzerland. Acquisition of new merchants and ensure set-up of necessary technical infrastructure, training and maintenance of customer relationship. The job...

  • Account Manager

    vor 2 Wochen

    Zurich, Schweiz Beekeeper Vollzeit

    The **Account Manager** is equal parts relationship management, sales, and client satisfaction. You will be responsible for owning a portfolio of accounts and executing renewals contracts and upsell opportunities. We believe that keeping our existing customers is equally as important as acquiring new ones. This role will manage an assigned set of customers...