Account Manager - Zurich UHNWI 80%-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.
In addition to the Assistant Relationship Manager (ARM) Private Banking role profile, the Account Manager Private Banking (AM PB) 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.
- Takes on extra responsibilities at own initiative
- Highly service oriented and passionate about client servicing
- Personal & Social Skills
- Excellent situational adaptability (able to work with RMs and clients from diverse backgrounds)
Responsabilità principali
- Takes on extra responsibilities at own initiative
- Highly service oriented and passionate about client servicing
- Exceptional communication skills and always communicates in a friendly, competent and professional manner
- Aims for excellence by finding ways to do things smarter, faster, better and is also not afraid to question a status quo
- Systematic, precise and diligent working style and the ability to perform exceedingly well under pressure Team player
- High personal integrity and ethical behaviour
- Is a go-to person by e.g. helping colleagues, training other assistants, participating in the “Buddy Programme” Professional Skills
- Sound affinity with the geographic market(s) covered, i.e. familiar with the legal and regulatory environment as well as cultural awareness
- Profound understanding of relevant products, services as well as tools in Private Banking
- Advanced knowledge of global financial markets and current developments in the industry Education & Experience
Requisiti principali
- Personal & Social Skills
- 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 Proactive and independent work approach
- Positive “can do” attitude and approaches challenges with an open mind
Processo di candidatura
- Proactively takes the lead in supporting the RMs/GH in client relationship and all related tasks (systems, applications, processes, documents, etc.), with high-quality, precision and timely responsiveness
- Ensures operational coverage and client interaction (not advice) within the team during absences
- Compiles presentations, independently drafts investment proposals and supports in marketing activities
- Creates and provides clients with customised information, reports and statistics when appropriate
- Manages the RM/GH’s calendar, prepares client meetings, organizes business trips, completes the post processing of client calls, client meetings or business trips for RMs/GHs on his/her own Business Management
- Manages the internal projects which impact the account relationships of an RM, directly solving the administrative issues that arise and ensuring that all relevant systems are maintained and updated and all documentation collected as necessary
- Collects and shares relevant information, ideas, findings and research with colleagues to improve processes and to increase productivity and quality
- Conducts reviews, plans ahead and documents his/her own work at all times
Dettagli ulteriori
- 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. Client Administration & Management
- Manages the RM/GH’s calendar, prepares client meetings, organizes business trips, completes the post processing of client calls, client meetings or business trips for RMs/GHs on his/her own Business Management
- Manages the expense claim process for RMs/GH proactively Risk Management & Controls
- Ensures correct, meaningful and understandable documentation of client interaction/client orders in the corresponding tools (e.g.
- Friendly, trustworthy and discreet personality with a high level of risk awareness Proactive and independent work approach
- Systematic, precise and diligent working style and the ability to perform exceedingly well under pressure
- Is a go-to person by e.g. helping colleagues, training other assistants, participating in the “Buddy Programme” Professional Skills
- Advanced knowledge of global financial markets and current developments in the industry Education & Experience
Note e contenuto originale
- 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
- Client Administration & Management
- Manages the RM/GH’s calendar, prepares client meetings, organizes business trips, completes the post processing of client calls, client meetings or business trips for RMs/GHs on his/her own
- Business Management
- Manages the expense claim process for RMs/GH proactively
- Risk Management & Controls
- YOUR PROFILE
- Friendly, trustworthy and discreet personality with a high level of risk awareness
- Proactive and independent work approach
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.
