Account Manager
vor 4 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.
The Account Manager PB (AM PB) reaches out to clients in close collaboration with the Relationship Manager (RM) and Team Head with a focus on the Middle East Market. 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 information and supports the RM in implementing customized solutions. Furthermore, the AM PB acts as a 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
Proactively taking the lead in supporting the Relationship Managers in client relationship management and all related tasks Participating in client meetings and leading certain parts of them (e.g. documentation formalities, compliance and other requests) Actively ensuring that operational account management is done professionally, with all tasks/system alerts cleared directly where possible or via Relationship Manager Ensuring 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) and account opening forms Processing client orders such as payments, credits as well as foreign exchange and securities transactions; account openings/closings, maintenance of the accounts (general bookkeeping), cash management; keeping client data base up-to-date Ensure appropriate preparation and upgrade of clients KYC documentation (e.g. yearly account reviews and account opening) in agreement with the Relationship Managers Particular attention dedicated to AML monitoring and regulatory notifications (advisory process, CRM alerts etc…) Interacting with clients in an independent and professional manner in all aspects of account management Compiling presentations, independently drafting investment proposals and supporting in marketing activities Solving the administrative issues that arise and ensuring that all relevant systems are maintained and updated and all documentation is collected as necessary in addition to organizing business trips and client meetings Deputizing of peers within the team and Relationship Managers during absences
YOUR PROFILE
Either at least 5 years of experience as ARM or 3 years of experience as ARM and job related higher degree (e.g. Bachelor, CFA/AZEK/CAIA), without counting the apprenticeship period English is an absolute prerequisite. French is a plus Proven track-record in servicing banking clients with complex needs (on-boarding new clients, maintaining and extending current relationships) Successful completion of the internal AM PB training programme Good knowledge of the Market i.e. familiar with the legal and regulatory environment as well as cultural awareness Profound understanding of relevant products, services and tools in Private Banking as well as good knowledge of global financial markets and current developments in the industry Excellent situational adaptability (able to work with RMs and clients from diverse backgrounds) Friendly, trustworthy and discreet personality with a high level of risk awareness Proactive and independent work approach as well as takes on extra responsibilities at own initiative Highly service-oriented and passionate about client servicing with exceptional communication skills and always communicates in a friendly, competent and professional manner High personal integrity and ethical behaviourWe are looking forward to receiving your full job application through our online application tool.
-
Account Manager
vor 3 Wochen
Geneva, Schweiz Refinitiv SA VollzeitData today improves performance tomorrow. And that's exactly what Account Managers at LSEG do for our customer! This role will sit within D&A and we make it a goal to ensure their happiness and help them achieve their strategic objectives. We work on understanding their business. We optimize workflows and priorities. And we help develop a high value contact...
-
Account Manager
vor 2 Wochen
Geneva, Schweiz London Stock Exchange Group VollzeitData today improves performance tomorrow. And that's exactly what Account Managers at LSEG do for our customer! This role will sit within D&A and we make it a goal to ensure their happiness and help them achieve their strategic objectives. We work on understanding their business. We optimize workflows and priorities. And we help develop a high value contact...
-
Account Manager/Account Director
vor 3 Wochen
Geneva, Schweiz Mavericx VollzeitJob Description We currently have an opportunity for a Account Manager/Account Director in our Geneva, CH location.Roles and Responsibilities – Target new business opportunities within assigned enterprise organizations in your geographic territory– Research target accounts and develop prospecting campaigns– Dive deep in understanding their business...
-
Account Manager,
vor 4 Wochen
Geneva, Schweiz Refinitiv SA VollzeitData today improves performance tomorrow. And that's exactly what Account Managers at LSEG do for our customer! We make it a goal to ensure their happiness and help them achieve their strategic objectives. We work on understanding their business. We optimize workflows and priorities. And we help develop a high value contact network within these accounts. You...
-
Account Manager,
vor 2 Wochen
Geneva, Schweiz London Stock Exchange Group VollzeitData today improves performance tomorrow. And that's exactly what Account Managers at LSEG do for our customer! We make it a goal to ensure their happiness and help them achieve their strategic objectives. We work on understanding their business. We optimize workflows and priorities. And we help develop a high value contact network within these accounts....
-
Global Account Manager
vor 4 Wochen
Geneva, Schweiz Snowflake VollzeitBuild the future of data. Join the Snowflake team.Snowflake is growing fast and weâre scaling our team to help enable and accelerate our growth. Weâre passionate about our people, our customers, our values and our culture! Weâre also looking for people with a growth mindset and the pragmatic insight to solve for today while building for the...
-
Accounts Payable Manager
vor 3 Wochen
Geneva, Schweiz Michael Page VollzeitSupervision and Leadership:Lead and manage a team of accounts payable professionals.Provide guidance, training, and support to team members to ensure adherence to company policies and procedures.Communication & Collaboration:regularly communicate with internal customers; help them fulfil their operational duties while following P2P procedures.Strong & open...
-
Private Banker Assistant
vor 1 Woche
Geneva, Schweiz Michael Page Switzerland VollzeitAs a key member of the team, your primary responsibility will be to manage and prioritize a designated client portfolio, on the US market, ensuring their needs are met with utmost priority.Private Banker Assistant / Account ManagerA well-known bank in the center of Geneva.DescriptionTake ownership and support the management of a client portfolio, putting the...
-
Global Account Manager
vor 3 Wochen
Geneva, Schweiz SonarSource VollzeitOn a daily basis, you willGenerate new leads and opportunities within an assigned account set, representing our largest and most strategic existing customer base at Sonar via upselling and cross-selling.Ensure that minimum requirements are established, managed and maintained with customers, such as quarterly business reviews.Onboard customers throughout...
-
Geneva, Schweiz World Economic Forum VollzeitThe World Economic Forum, committed to improving the state of the world, is the international organization for public-private cooperation. The Forum engages the foremost political, business and other leaders of society to shape global, regional and industry agendas. Why we are recruiting The Regional Partner Services team focuses on structuring and...
-
Geneva, Schweiz FORUM MONDIAL DE L'ECONOMIE VollzeitThe World Economic Forum, committed to improving the state of the world, is the international organization for public-private cooperation. The Forum engages the foremost political, business and other leaders of society to shape global, regional and industry agendas. Why we are recruiting The Regional Partner Services team focuses on structuring and...
-
Private Banker Assistant
Vor 7 Tagen
Geneva, Schweiz Michael Page VollzeitTake ownership and support the management of a client portfolio, putting the client's needs in first place.Be the go-to expert when it comes to the administration of the client's accounts (cash managements, transfers, stock exchange orders and control of executions, fiduciary deposit renews, etc.).Use keen foresight in anticipating new risks through the...
-
Account Manager
vor 3 Wochen
Geneva, Schweiz MBway VollzeitMBway Grand Genève, école internationale de management du Bac +3 au Bac +5 recherche, pour un de ses partenaires, un Account Manager (H/F), en stage . UNE FORMATION OU UN EMPLOI : POURQUOI PAS LES DEUX ? Vous souhaitez vous orienter vers une formation professionnalisante ? Dès janvier 2023, profitez des avantages d’un contrat en...
-
Account Manager
vor 3 Wochen
Geneva, Schweiz MBway VollzeitMBway Grand Genève, école internationale de management du Bac +3 au Bac +5 recherche, pour un de ses partenaires, un Account Manager (H/F), en stage.UNE FORMATION OU UN EMPLOI : POURQUOI PAS LES DEUX ? Vous souhaitez vous orienter vers une formation professionnalisante ? Dès janvier 2023, profitez des avantages d’un contrat en apprentissage / stage...
-
Geneva, Schweiz WEF - World Economic Forum Vollzeit**Please note: This is a 9 month temporary role with the possibility of extension.** *This role requires the ability to work on site 3 days per week per company policy.* The World Economic Forum is an international organization that brings together leaders from business, government, academia, and civil society to discuss and address global challenges to...
-
Sales Manager
vor 1 Woche
Geneva, Schweiz Marriott Hotels Resorts VollzeitJOB SUMMARY Responsible for proactively soliciting and managing large group/catering related opportunities with significant revenue potential. Manages group/catering opportunities not handled by an Event Booking Center (EBC). Actively up-sells each business opportunity to maximize revenue opportunity. Achieves personal and team related revenue goals....
-
Area Sales Manager Switzerland
vor 2 Wochen
Geneva, Schweiz JT International AG Dagmersellen VollzeitTitle: Area Sales Manager Switzerland & France Travel RetailJob ID: 93588 Country: Switzerland City: Geneva Professional area: Sales Contract type: Permanent Professional level: Experienced Location: Geneva, GE, CH, 00000 Area Sales Manager Switzerland & France Travel Retail What this role is about? Area Sales...
-
Area Sales Manager Switzerland
Vor 4 Tagen
Geneva, Schweiz JT International AG Dagmersellen VollzeitTitle: Area Sales Manager Switzerland & France Travel RetailJob ID: 93588 Country: Switzerland City: Geneva Professional area: Sales Contract type: Permanent Professional level: Experienced Location: Geneva, GE, CH, 00000 Area Sales Manager Switzerland & France Travel Retail What this role is about? Area Sales...
-
Geneva, Schweiz World Economic Forum VollzeitPlease note: This is a 9 month temporary role with the possibility of extension. The World Economic Forum is an international organization that brings together leaders from business, government, academia, and civil society to discuss and address global challenges to improve the state of the World. As a membership organization, the Forum, engages...
-
Business Developer
vor 2 Wochen
Geneva, Schweiz Swisstranslate VollzeitVous êtes titulaire d’un diplôme en commerce, avec au minimum une première expérience commerciale et recherchez un environnement stimulant et multiculturel au cœur de l’Europe ? Vous rêvez d’être au contact d’entreprises majeures et au rayonnement mondial, actives dans des domaines aussi variés que prestigieux ? Vous recherchez un poste...
