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 (AM) is mainly responsible for servicing the clients (Employees of the Bank) in the day-to-day work and takes ownership of the account administration, documentation formalities and tasks in daily operations and projects impacting the account administration. She/he will be part of a team responsible to execute trades and this entails dealing with routine enquiries and transactions as well as documentation to meet regulatory requirements without the involvement of a Relationship Manager. She/he demonstrates excellent professional, personal as well as social skills when liaising with clients. The AM ensures the operational client account management and interacts with internal as well as external stakeholders independently and provides clients with relevant information. The AM acts as role model in bringing the best service quality to clients in a fast, professional and friendly manner, always living the Julius Baer values (Care, Passion, and Excellence). Professionalism and responsiveness are key. The AM 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
Clients support
* Service clients in the day-to-day work and handle the full account management of a client on an execution-only basis (no investment advice provided) without the involvement of a Relationship Manager.
* Attend incoming calls and e-mails and ensures efficient and prompt handling of orders, trades, transactions, deposits, loans etc.
* Handles the account openings for new clients as well as account changes to existing clients, 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.
* Interacts with clients globally in an independent and professional manner in all aspects of account management.
* Ensures efficient and prompt handling of orders, trades, transactions, etc.
* Proactively takes the lead in client relationship and all related tasks (systems, applications, processes, documents etc.), with high-quality, precision and timely responsiveness.
Business Development
* Manages the internal projects, which impact the account relationships, directly solving the administrative issues that arise and ensuring that all relevant systems are maintained and updated and all documentation collected as necessary.
* Organises herself/himself in an efficient and compliant manner and ensures timely and appropriate information of the superior.
* Conducts reviews, plans ahead and documents his/her own work at all times shares relevant information, ideas, findings and research with colleagues to improve processes and to increase productivity and quality.
* Become a subject matter expert on our business products, processes and operations, and remain up-to-date.
YOUR PROFILE
Personal and Social
* Very good inter-personal skills, open and approachable, extraordinary Team player.
* Systematic, independent, proactive, precise and diligent working style and the ability to perform exceedingly well under pressure.
* Exceptional communication skills and always communicates in a friendly, competent and professional manner as well as an excellent situational adaptability.
* Takes on extra responsibilities at own initiative, aims for excellence by finding ways to do things smarter, faster, better and is also not afraid to question a status quo.
* Positive “can do” attitude and approaches challenges with an open mind.
Professional and Technical
* Either at least 5 years of experience as Assistant RM or 3 years of experience as A(R)M and job related higher degree.
* Excellent written and oral skills in German, English; additional languages e.g. Italian or French a plus.
* In-depth knowledge in banking and client servicing and pronounced knowledge in all asset classes in a portfolio context.
* Experience as Assistant Relationship Manager (ARM) or Account Manager (AM).
We are looking forward to receiving your full job application through our online application tool.
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