Job offer
Account Manager, Personal Banking, 100% (f/m/d)
Julius Bär is seeking an Account Manager for Employee Banking in Zurich to handle day-to-day client support and account management. The position requires at least three years of experience in account management or as a KVM partner, as well as knowledge of Swiss or French private banking.
Tasks
- Customer service for day-to-day business and comprehensive account management tailored to each customer's individual needs.
- Regularly review existing agreements and optimize them as needed.
- Direct oversight of account management activities within the client portfolio for all of the clients' financial instruments and projects, as well as day-to-day administrative tasks.
- Part of a team responsible for remote clients and the entire business unit, covering everything from risk and compliance to deal support and Know Your Customer (KYC).
- A position on the “Dealers’ Team” and strategic and day-to-day work carried out with an open mind, professionally, and impartially.
Requirements
- At least 3 years of experience as an account manager or 3 years of experience as a KVM partner, so we can create a profile for you.
- Proven experience in accounting and financial reporting at a Swiss or French private bank.
We offer
- Opportunity to grow into a leadership role managing a team of salespeople.
- Being part of a team-oriented management team.
- Appreciation for the individual qualities you bring to the table to be effective, be rewarded, and create value in our global companies.
Job details