Account Manager, Intermediaries, 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 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 the Middle East, i.e. familiar with the legal and regulatory environment as well as cultural awareness
Main responsibilities
- 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 AM 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
Key requirements
- Proven track record in servicing banking clients with complex needs (on boarding of new clients, maintaining and extending current relationships)
- Sound affinity with the Middle East, 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
- 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
- Strong fluency in French and English (oral and written). Additional language an asset 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.
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- Set up a job alert by creating a candidate account here.
Additional 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
- Strong fluency in French and English (oral and written). Additional language an asset Very good MS Office skills
Notes and original content
- 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
- Strong fluency in French and English (oral and written).
