Job offer
Account Manager Private Banking - NRI Switzerland
The Account Manager Private Banking at Julius Baer in Zurich is responsible for managing client accounts and supporting relationship managers to ensure excellent client service and administration. The position requires a combination of administrative skills, client focus, and risk management.
About the job
The position of Account Manager Private Banking - NRI Switzerland involves responsibility for account administration, documentation formalities, and tasks relating to day-to-day operations and projects concerning account administration. The Account Manager Private Banking works closely with the Relationship Manager and contacts clients when appropriate.Tasks
The main tasks include:- Ensuring that accurate and high-quality client relationship documentation formalities are complied with and maintained
- Actively ensuring that operational account management is carried out professionally
- Independent and professional interaction with customers in all aspects of account management
- Proactively taking the lead in supporting the relationship manager in client relations and all related tasks
Business administration
Business administration includes:- The management of internal projects that affect the relationship manager's account relationships
- Collecting and sharing relevant information, ideas, insights, and research findings with colleagues to improve processes and increase productivity and quality.
Risk management and controls
Risk management and controls include:- Active support in risk management, e.g., in client documentation
- Ensuring compliance with local regulations and internal policies and standards
- Ensuring prompt clarification of outstanding issues and evaluation of account deficits
Your profile
The ideal profile includes:Personal and social skills
- Excellent situational adaptability
- Friendly, trustworthy and discreet personality with high risk awareness
- Proactive and independent approach to work
- Positive "can-do" mindset and open approach to challenges
Professional skills
- Solid knowledge of the non-monetary market or familiarity with the legal and regulatory environment
- At least 5 years of experience as an Assistant Relationship Manager or 3 years of experience as an Assistant Relationship Manager and a related higher diploma
Job details
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