Job offer
Account Manager Intermediaries 100% (f/m/d)
The Julius Baer Group is seeking an Account Manager Intermediaries who will be responsible for managing client accounts and supporting relationship managers. The ideal candidate will have at least 5 years of experience in client management and a deep understanding of financial markets and products.
Job description
Account Manager Intermediaries 100% (f/m/d)Your challenge
Client Administration & Management- Ensures that accurate and high-quality client relationship documentation is formalized and maintained at the highest level, including client identity documentation (CID), account opening forms, and other relevant legal forms.
- Performs operational account management professionally, handling all tasks/system alerts directly where possible, or via the Relationship Manager (RM) if necessary.
- Participates in client meetings and, if necessary, leads parts of the meeting (e.g., documentation formalities, compliance, other client inquiries)
- Actively maintains client key data and connects with the RM to ensure that CRM and other records are accurate in order to maintain the relationship well.
- Interacts with clients in an independent and professional manner in all aspects of account management
- Proactively takes the lead in supporting RMs/TH in client relationships and all related tasks (systems, applications, processes, documents, etc.) with high quality, precision, and timely responsiveness.
- Ensures operational protection and client interaction (not consultation) within the team during absences
- Creates and provides clients with customized information, reports, statistics, etc.
Your profile
Personal and social skills- Excellent situational adaptability (able to work with RMs and clients from different backgrounds)
- Friendly, trustworthy and discreet personality with high risk awareness
- Proactive and independent approach to work
- Positive "can-do" attitude and approaches challenges with an open mind
- Takes on additional responsibilities on their own initiative
- Highly service-oriented and passionate about client support
- High personal integrity and ethical conduct
- Is a contact person, e.g., by supporting colleagues, training other assistants, participating in the "buddy program"
- Solid affinity for the geographic market (e.g., familiar with the legal and regulatory environment and cultural sensitivities)
- Deep understanding of relevant products, services, and tools in intermediaries and family offices
- Advanced knowledge of global financial markets and current developments in the industry
- Either at least 5 years of experience as an ARM or 3 years of experience as an ARM and job-related higher education
We offer
No information available.Job details
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