Job offer
Private Banking Account Manager - Brazil Market 80% - 100% (f,m,d)
Julius Baer is seeking a Private Banking Account Manager for the Brazilian market, focusing on managing client accounts and supporting relationship managers. The ideal candidate has at least 5 years of experience in private banking and excellent language skills in English and Portuguese.
Tasks
The responsibilities of the Private Banking Account Manager include:- Client Administration & Management: Ensuring that client-related documentation and administrative procedures are maintained to a high standard
- Assisting the Relationship Manager (RM) with client-related tasks and processes
- Interact with customers in an independent and professional manner in all aspects of account management
- Proactively taking responsibility for supporting the RM in client-related tasks and processes
Business Management
The responsibilities in the area of business management include:- Management of internal projects related to the RM's account relationships
- Collecting and sharing relevant information to improve processes and boost productivity
Risk Management & Controls
The responsibilities in the Risk Management & Controls department include:- Support for risk management by monitoring client-related documentation and escalating issues as needed
- Ensuring compliance with local and regulatory requirements and standards
Requirements
The requirements for the Private Banking Account Manager are:- Excellent adaptability in learning new things and the ability to collaborate with clients and account managers from diverse backgrounds
- A friendly, trustworthy, and discreet person with a strong sense of responsibility
- Proactive and independent approach to work
- At least 5 years of experience as an ARM, or 3 years of experience as an ARM and a job-related higher education degree
- Excellent command of English and Portuguese (written and spoken)
We offer
We offer challenging and varied work in a dynamic environment. The specific benefits are not listed.Job details