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

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