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 administering documentation. The ideal candidate should have excellent social skills, a proactive approach to work, and a high level of expertise in the financial markets.
Tasks
- Ensures that accurate and high-quality client relationship documentation and formalities are maintained and upheld to the highest standards, including client identity documentation (CID), account opening forms, and other relevant legal forms.
- Performs professional operational account management, with all tasks/system alerts that can be clarified directly or via the Relationship Manager (RM)
- Attends client meetings and, if necessary, leads parts of the meeting (e.g., documentation formalities, compliance, other client inquiries) when required
- Actively maintains client key data in consultation with the RM to ensure that CRM and other records are accurate in order to maintain good relationships.
- Interact 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, and statistics
Requirements
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" mindset and approaches challenges with an open attitude
- Takes on additional responsibilities on their own initiative
- Highly service-oriented and passionate about client service
Professional and technical skills
- 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
We offer
No information available.Job details
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