Account Manager for Intermediaries 100% (f/m/d) — Julius Baer
- Ort
- Zurich
- Vertrag
- other
- Veröffentlicht
- —
Rollenüberblick
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
Hauptaufgaben
- 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
Wichtige Anforderungen
- 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
Bewerbungsprozess
- 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.
Weitere Details
- 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
Notizen und Originalinhalt
- 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
Fragen zu dieser Stellenanzeige
Welches Gehalt bietet Julius Baer für diese Stelle?
Julius Baer gibt CHF 189'000 - 331'500 brutto pro Jahr für diese Position in Zurich an. Dies ist das im Original-Inserat veröffentlichte Gehalt (oder, falls der Arbeitgeber keinen Betrag nennt, eine realistische Schätzung für Rolle und Branche) — der Rechner auf dieser Seite berechnet daraus Ihr tatsächliches Netto nach Grenzgänger-Steuer und Sozialabgaben.
Ist das eine Vollzeitstelle, und welchen Vertragstyp bietet Julius Baer?
Diese Stelle ist eine Vollzeit-Position. Der hier angezeigte Vertragstyp stammt direkt aus dem Original-Inserat des Arbeitgebers; klären Sie genaue Arbeitszeiten, Kündigungsfrist und Probezeit während des Bewerbungsprozesses mit Julius Baer, da diese Details auch innerhalb derselben Vertragskategorie variieren können.
Brauche ich eine Grenzgänger-Bewilligung für eine Stelle im Kanton Zürich?
EU/EFTA-Bürger mit Wohnsitz in der Grenzzone des an den Kanton Zürich angrenzenden Landes können eine G-Bewilligung beantragen; der Schweizer Arbeitgeber reicht sie nach Vertragsunterzeichnung beim Migrationsamt dieses Kantons ein. Grenzzonen-Regeln und Bearbeitungszeiten variieren je nach Nachbarland und Kanton — klären Sie die Details mit dem Migrationsamt des Kantons Zürich oder mit HR während der Bewerbung.
Wie bewerbe ich mich für diese Stelle bei Julius Baer?
Nutzen Sie die Schaltfläche "Jetzt bewerben" auf dieser Seite — sie führt direkt zum Original-Inserat von Julius Baer unter juliusbaer.wd3.myworkdayjobs.com, sodass Ihre Bewerbung direkt im Bewerbermanagementsystem des Arbeitgebers landet. Frontaliere Ticino sammelt oder leitet keine Bewerbungen selbst weiter.
