PAt 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. /pThe Account Manager supports the Team and the Relationship Managers (RMs) with all tasks related to servicing Private Banking clients. br/br/Responsibilities include order placement, handling of client requests, execution of trades and providing administrative support to the team. br/br/The role offers an opportunity to develop into a Junior Relationship Manager role in the mid to long term.ppbbYOUR CHALLENGE /b /b /p /ppbClient Administration Management /b /pliSupports the RM and team in client interaction in all respects /liliResponds to incoming calls and takes prompt action /liliMaintains and updates records of client instructions, details, and preferences. Creates system-based reports for the RM /liliProvides clients with verbal and/or written information and data, giving neither advice nor any statement of opinion as value judgement /liliProcesses orders, trades, transactions, payments placement (outside e-channels) and handles and executes clients’ requests /lipbBusiness Management /b /pliOrganises and follows up client meetings, including logistics and document preparation /liliSupports the RM in investigations and troubleshooting, maintaining close bank-internal cross-team/unit collaboration /lipbRisk Management /b /pliFull adherence at all times to compliance, legal guidelines, internal rules, regulations and policies /liliActs as the first line of risk defence, through raising concerns, following up on issues and escalating as necessary /lippbbYOUR PROFILE /b /b /p /pliExcellent organisational skills, able to work swiftly, independently within the Assistant RM scope and accurately even when under pressure /liliProactive, friendly, team player and solution-oriented /liliImpeccable presentation and communication skills /liliStrong integrity, ethics and risk awareness combined with solid client-focused mindset /liliFoundational knowledge of financial markets: structure, function and legal/regulatory environment as well as industry awareness /liliStrong fluency in Spanish and English (oral and written) /liliVery good MS Office skills /lipWe are looking forward to receiving your full job application through our online application tool. /p