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