Account Manager for Intermediaries 100% (f/m/d) — Julius Baer
- Località
- Zurich
- Contratto
- other
- Pubblicato
- —
Panoramica
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 Intermediaries (AM) takes ownership of the account administration, documentation formalities and tasks in daily operations and projects impacting the account administration.
- 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 responsibilities include order placement, handling of client requests, execution of trades and providing administrative support to the team.
- In contrast to the Relationship Manager (RM), the AM does not have an own client book.
- Proven track record in servicing banking clients with complex needs (on boarding of new clients, maintaining and extending current relationships)
- Sound affinity with Latin America and Switzerland, i.e. familiar with the legal and regulatory environment, as well as cultural awareness
Responsabilità principali
- The responsibilities include order placement, handling of client requests, execution of trades and providing administrative support to the team.
- In contrast to the Relationship Manager (RM), the AM does not have an own client book.
- The AM reaches out to clients where appropriate in close collaboration with the RM.
- He/she demonstrates excellent professional, personal as well as social skills when liaising with clients and the RM.
- The Account Manager 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 acts as role model in bringing the best service quality to clients, RMs and Group Head (GH) in a fast, professional and friendly manner, 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 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 Client Administration & Management:
- Supports the RMs and the team in client interactions in all respects
- Responds to incoming calls and takes prompt action
Requisiti principali
- Proven track record in servicing banking clients with complex needs (on boarding of new clients, maintaining and extending current relationships)
- Sound affinity with Latin America and Switzerland, i.e. familiar with the legal and regulatory environment, as well as cultural awareness
- Excellent organisational skills, able to work swiftly, independently within the Account Manager’s scope and accurately even when under pressure
- Strong fluency in Spanish and English (oral and written).
- Additional language is an asset.
- Proactive, friendly, team-player and solutions oriented
- Impeccable presentation and communication skills
- Highly service oriented and passionate about client servicing
- Strong integrity, ethics, and risk awareness combined with solid client-focused mindset
- Advanced knowledge of global financial markets and current developments in the industry Good MS Office skills
Processo di candidatura
- We are looking forward to receiving your full job application through our online application tool.
- Further interesting job opportunities can be found on our Career site.
- Is this not quite what you are looking for?
- Set up a job alert by creating a candidate account here.
Dettagli ulteriori
- The AM 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. Client Administration & Management:
- Maintains and updates records of client instructions, details, and preferences Creates system-based reports for the RMs
- Handles and executes clients’ requests by processing orders, trades, transactions and, payments (outside e-channels) Business Management:
- Provides professional input proposals for improvements based on experience, incident occurrence or observation
- Advanced knowledge of global financial markets and current developments in the industry Good MS Office skills
Note e contenuto originale
- The AM 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
- Client Administration & Management:
- Maintains and updates records of client instructions, details, and preferences
- Creates system-based reports for the RMs
- Handles and executes clients’ requests by processing orders, trades, transactions and, payments (outside e-channels)
- Business Management:
- Risk Management:
- YOUR PROFILE
- Advanced knowledge of global financial markets and current developments in the industry
Domande frequenti su questo annuncio
Che stipendio offre Julius Baer per questa posizione?
Julius Baer indica CHF 189'000 - 331'500 lordi annui per questo ruolo a Zurich. Questo è lo stipendio pubblicato nell'annuncio originale (o, quando il datore non specifica una cifra, una stima realistica per ruolo e settore) — il calcolatore di questo sito lo converte nel netto reale una volta applicate imposta da frontaliere e contributi sociali.
È un ruolo a tempo pieno, e che tipo di contratto offre Julius Baer?
Questo annuncio è una posizione a tempo pieno. Il tipo di contratto mostrato qui arriva direttamente dall'annuncio originale del datore di lavoro; conferma sempre orario esatto, preavviso e durata del periodo di prova con Julius Baer durante il colloquio, perché questi dettagli possono variare anche all'interno della stessa categoria contrattuale.
Serve un permesso da frontaliere per un ruolo nel canton Zurigo?
I residenti UE/AELS nella zona di frontiera del paese confinante con il canton Zurigo possono richiedere il Permesso G; il datore di lavoro svizzero lo presenta all'ufficio della migrazione di quel canton dopo la firma del contratto. Regole sulla zona di frontiera e tempi di lavorazione variano per paese confinante e canton — verifica i dettagli con l'ufficio della migrazione del canton Zurigo o con HR durante il colloquio.
Come mi candido a questa posizione presso Julius Baer?
Usa il pulsante "Candidati ora" in questa pagina — rimanda direttamente all'annuncio originale di Julius Baer su juliusbaer.wd3.myworkdayjobs.com, quindi la tua candidatura arriva direttamente nel sistema di gestione candidature del datore di lavoro. Frontaliere Ticino non raccoglie né inoltra candidature in proprio.
