Account Manager

At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together.

The Account Manager PB (AM PB) reaches out to clients in close collaboration with the Relationship Manager (RM) and Team Head with a focus on the Middle East Market. He/she demonstrates excellent professional, personal as well as social skills when liaising with clients and the RM. The AM PB ensures the operational client account management and interacts with internal as well as external stakeholders independently, provides clients with relevant information and supports the RM in implementing customized solutions. Furthermore, the AM PB acts as a role model in bringing the best service quality to clients, RMs and Team Heads (THs) in a fast, professional and friendly manner, always living the Julius Baer values (Care, Passion, and Excellence) and thus, helping the team to manage and grow its current client base. He/she channels client feedback to the relevant individuals and departments within the Bank to foster continuous improvement and fast adaptation of processes. The AM PB shows professional commitment to ensuring excellent administration of the account, to clients as well as to the Bank and is willing to go the extra mile.

YOUR CHALLENGE

• Proactively taking the lead in supporting the Relationship Managers in client relationship management and all related tasks (drafting investment proposals and in marketing activities (compile presentations, client reception, meetings, business trips, events etc.)
• Where appropriate is part of client meetings and even leads parts of the meeting (e.g. documentation formalities, compliance, other requests of the client) if case allows
• Actively ensuring that operational account management is done professionally, with all tasks/system alerts cleared directly where possible or via Relationship Manager
• Ensuring that accurate and high-quality client relationship documentation formalities are met and maintained to a high standard at all times including client identification documentation (CDB) and account opening forms
• Processing client orders such as payments, credits as well as foreign exchange and securities transactions; account openings/closings, maintenance of the accounts (general bookkeeping), cash management; keeping client data base up-to-date
• Ensure appropriate preparation and upgrade of clients KYC documentation (e.g. yearly account reviews and account opening) in agreement with the Relationship Managers
• Particular attention dedicated to AML monitoring and regulatory notifications (advisory process, CRM alerts etc…)
• Interacting with clients in an independent and professional manner in all aspects of account management

YOUR PROFILE

• Eligibility to work in the country for which you apply for - Swiss or B or C permit
• Minimum 3 year of similar experience in a Swiss bank or with an independent manager in Switzerland
• Either at least 5 years of experience as ARM or 3 years of experience as ARM and job related higher degree (e.g. Bachelor, CFA/AZEK/CAIA), without counting the apprenticeship period
• English is an absolute prerequisite. French is a plus
• Proven track-record in servicing banking clients with complex needs (on-boarding new clients, maintaining and extending current relationships).
• Profound understanding of relevant products, services and tools in Private Banking as well as good knowledge of global financial markets and current developments in the industry
• Excellent situational adaptability (able to work with RMs and clients from diverse backgrounds)
• Friendly, trustworthy, and discreet personality with a high level of risk awareness
• Systematic, precise, and diligent working style and the ability to perform under pressure with a high personal integrity and ethical behaviour.
• Aims for excellence by finding ways to do things smarter, faster, better and is also not afraid to question a status quo with very good interpersonal communication and presentation skills
• Highly service-oriented and passionate about client servicing with exceptional communication skills and always communicates in a competent, and professional manner

We are looking forward to receiving your full job application through our online application tool.