Account Manager Privat Banking - Nordics Zurich 100% — 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.
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)
Hauptaufgaben
- 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
Wichtige Anforderungen
- 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
Bewerbungsprozess
- Proactively takes the lead in supporting the RMs/TH 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 customized information, reports and statistics, etc.
- Manages the RM/TH’s calendar, prepares client meetings, organizes business trips, completes the post processing of client calls, client meetings or business trips for RMs/THs 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 researchwith colleagues to improve pro- cesses and to increase productivity and quality
- Organises himself/herself in an efficient and compliant manner and ensures timely and appropriate information of the superior
Weitere Details
- 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/TH’s calendar, prepares client meetings, organizes business trips, completes the post processing of client calls, client meetings or business trips for RMs/THs on his/her own Business Management
- Manages the expense claim process for RMs/TH 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
Notizen und Originalinhalt
- 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/TH’s calendar, prepares client meetings, organizes business trips, completes the post processing of client calls, client meetings or business trips for RMs/THs on his/her own
- Business Management
- Manages the expense claim process for RMs/TH proactively.
- Risk Management & Controls
- YOUR PROFILE
- Friendly, trustworthy and discreet personality with a high level of risk awareness
- Proactive and independent work approach
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.
