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. The position requires a combination of administrative skills, client focus, and risk management expertise.

Tasks

The responsibilities of the Private Banking Account Manager include:
  • Client Administration & Management: Ensuring accurate and high-quality documentation of client relationships, including client identification, account opening forms, and other relevant legal forms
  • Operational Account Management: Professional execution of operational account management, including the resolution of issues and system alerts
  • Client Coverage & Contact (Internal) / Client Interface (External): Assisting the Relationship Manager with client relations and all related tasks
  • Business Management: Managing internal projects related to client relationships and resolving administrative issues
  • Risk Management & Controls: Active support for risk management, including compliance with local regulations and internal policies

Requirements

The requirements for the Private Banking Account Manager are:
  • Excellent adaptability to different situations and the ability to work with people from diverse backgrounds
  • A friendly, trustworthy, and unassuming person with a strong awareness of risk
  • Proactive and independent approach to work
  • A positive, "can-do" attitude and an open-minded approach to challenges
  • Focus on personal responsibility and a strong commitment to customer service
  • Excellent communication skills and professional communication
  • A systematic, precise, and meticulous approach to work, along with the ability to perform exceptionally well under pressure
  • A team player with strong personal integrity and ethical conduct

We offer

No specific offers or benefits are mentioned.

Job details

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