Job offer
Private Banking Account Manager
The Private Banking Account Manager at Julius Baer in St. Gallen is responsible for managing client accounts and supporting relationship managers, though they do not have their own client portfolio. The position requires excellent communication skills, a proactive and independent work style, and experience in private banking.
About the job
The position as Private Banking Account Manager in St. Gallen offers the opportunity to specialize in managing client accounts and supporting relationship managers.Tasks
The main tasks include:- Management of customer accounts and documentation
- Supporting relationship managers in customer service
- Risk Monitoring and Regulatory Compliance
- Assistance with the preparation of presentations and investment proposals
- Managing calendars and scheduling client meetings
Business Cooperation and Client Interaction
The position also requires:- Contributing to customer service and interaction within the team
- Preparation of presentations and investment proposals
- Preparation of customer information and reports
- Managing calendars and scheduling client meetings
Business Management
The position also includes:- Management of internal projects related to customer relations
- Collecting and sharing information to improve processes
Risk management and controls
The position also requires:- Support for risk management and monitoring
- Compliance with regulations and internal policies
- Tracking open issues and defects
Your profile
The ideal candidate possesses:Personal and social skills
- Excellent adaptability
- Friendly and trustworthy personality
- Proactive and independent approach to work
- A positive attitude and an open-minded approach
- Excellent communication skills
Professional skills
- At least 5 years of experience as an ARM, or 3 years of experience as an ARM and a higher degree
- Familiarity with core and secondary markets
Job details
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