Account Manager

Vor 6 Tagen

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.

**YOUR CHALLENGE**:

- Provide high quality service to Global Custody Clients and their Asset Manager
- Execution of the daily business such as settlement (DVP/RVP), stock exchange orders, fund subscriptions/redemptions, FX orders payment orders etc.
- Coordinate client requests with internal organization (coordination between client, asset managers as well as various bank, internal & external stakeholder like corporate actions, coupons, tax, reporting, markets, etc.)
- Handle AML clarification (check the background and plausibility of the transaction, document result of the alert, clarification in case of an alert, monitor transaction, retrieve copy of contract, validate incoming payment order, document purpose of payment order)
- Initiate Account Opening (Input relevant data in CRM, start Workflows, Forward Workflow and all relevant documents to the respective department for further processing)
- Coordination and execution of all pending onboarding activities (coordination with the customer and counterparties including diverse setups: e.g. control-tables, swift, mail delivery, interest / transfer)
- Manage fee charging
- Full understanding and follow-up of the execution
- and back office processes as well as the legal & compliance procedures
- Independent handling of all account related matters and to ensure the correct administration of all client transactions
- Actively manage the business risks and protect the banks reputation

**YOUR PROFILE**:

- Commercial apprenticeship or similar (any additional education is favorable)
- At least 3-4 years work experience in Global Custody Account Management
- Broad and deep Knowledge in Client Management (Delivery Instructions, Settlement, Corp. Actions, Coupons etc.)
- Deep Knowledge of Banking / Finance and Global Custody
- Basic Knowledge of Reporting
- Customer focus and good interpersonal and communication skills
- Ability to set priorities and work under pressure
- Team oriented personality (team player)
- Solution oriented and willing to go the extra mile
- Exact, methodical, well-structured and efficient approach as well as cross linked thinking skills
- Fluent in English and German, both written and spoken (advanced level)

HR Contact: Anna Janssen

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