Job offer
Account Manager Private Banking - NRI Switzerland
The Private Banking Account Manager at Julius Baer in Zurich is responsible for managing client accounts and supporting relationship managers to ensure excellent client service and the effective management of client relationships. The position requires a combination of administrative skills, a client-focused approach, and risk management expertise.
About the job
The position of Account Manager Private Banking - NRI Switzerland involves responsibility for account administration, documentation formalities, and tasks in day-to-day operations and projects relating to account administration.Tasks
The main tasks include:- Client administration and management, including ensuring that accurate and high-quality client relationship documentation is available and kept up to date
- Operational account management, including resolving issues and system alerts
- Attend client meetings and assist the Relationship Manager (RM) as needed
- Maintenance of client key data in collaboration with the RM
- Independent and professional interaction with clients in all aspects of account management
- Supporting the RM/TH with client relations and related tasks
Business administration
Business administration includes:- Management of internal projects related to the RM's account relationships
- Collecting and sharing relevant information, ideas, insights, and research findings to improve processes and enhance productivity and quality
Risk Management and Control
Risk management and control include:- Support for risk management, including risk identification and compliance with regulations and guidelines
- Ensuring compliance with local regulations and internal guidelines and standards
- Tracking open items and assessing account deficiencies
- Ensuring appropriate ethical and compliant behavior within one's own area of responsibility
Your profile
The ideal profile includes:Personal and social skills
- Excellent ability to adapt to different situations and contexts
- Friendly, trustworthy and discreet personality with high risk awareness
- Proactive and independent approach to work
- A positive "can-do" attitude and an open-minded approach to challenges
- High service orientation and passion for client service
- Excellent communication skills and professional communication
Professional skills
- At least 5 years of experience as an Assistant Relationship Manager (ARM) or 3 years of experience as an ARM and a relevant college degree
- Knowledge of non-monetary markets or familiarity with legal and regulatory requirements
Job details
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