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Account Manager Private Banking
vor 3 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.
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
