Account Manager, Iberia market, Geneva, 100% (f/m/d) — Julius Baer
CHF 174'500 - 306'000
Julius Baer · Geneva (GE)
- Location
- Geneva
- Contract
- other
- Posted
- —
SalaryCHF 174'500 - 306'000
Role overview
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 supports the Team and the Relationship Managers (RMs) with all tasks related to servicing Private Banking clients.
- 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.
- include order placement, handling of client requests, execution of trades and providing administrative support to the team.
- The role offers an opportunity to develop into a Junior Relationship Manager role in the mid to long term. YOUR CHALLENGE Client Administration & Management
- Excellent organisational skills, able to work swiftly, independently within the Assistant RM scope and accurately even when under pressure
- Proactive, friendly, team player and solution-oriented
Main responsibilities
- include order placement, handling of client requests, execution of trades and providing administrative support to the team.
- The role offers an opportunity to develop into a Junior Relationship Manager role in the mid to long term. YOUR CHALLENGE Client Administration & Management
- Supports the RM and team in client interaction in all respects
- Responds to incoming calls and takes prompt action
- Maintains and updates records of client instructions, details, and preferences. Creates system-based reports for the RM
- Provides clients with verbal and/or written information and data, giving neither advice nor any statement of opinion as value judgement
- Processes orders, trades, transactions, payments placement (outside e-channels) and handles and executes clients’ requests Business Management
- Organises and follows up client meetings, including logistics and document preparation
- Supports the RM in investigations and troubleshooting, maintaining close bank-internal cross-team/unit collaboration Risk Management
- Full adherence at all times to compliance, legal guidelines, internal rules, regulations and policies
Key requirements
- Excellent organisational skills, able to work swiftly, independently within the Assistant RM scope and accurately even when under pressure
- Proactive, friendly, team player and solution-oriented
- Impeccable presentation and communication skills
- Strong integrity, ethics and risk awareness combined with solid client-focused mindset
- Foundational knowledge of financial markets: structure, function and legal/regulatory environment as well as industry awareness
- Strong fluency in Spanish and English (oral and written) Very good MS Office skills
Application process
- 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.
Additional details
- Responsibilities include order placement, handling of client requests, execution of trades and providing administrative support to the team.
- The role offers an opportunity to develop into a Junior Relationship Manager role in the mid to long term. Client Administration & Management
- Maintains and updates records of client instructions, details, and preferences. Creates system-based reports for the RM
- Processes orders, trades, transactions, payments placement (outside e-channels) and handles and executes clients’ requests Business Management
- Supports the RM in investigations and troubleshooting, maintaining close bank-internal cross-team/unit collaboration
- Strong fluency in Spanish and English (oral and written) Very good MS Office skills
Notes and original content
- The role offers an opportunity to develop into a Junior Relationship Manager role in the mid to long term.
- YOUR CHALLENGE
- Client Administration & Management
- Maintains and updates records of client instructions, details, and preferences.
- Creates system-based reports for the RM
- Processes orders, trades, transactions, payments placement (outside e-channels) and handles and executes clients’ requests
- Business Management
- Risk Management
- YOUR PROFILE
- Strong fluency in Spanish and English (oral and written)
