Account Manager Intermediaries 100% (f/m/d) — Julius Baer
CHF 189'000 - 331'500
Julius Baer · Zurich (ZH)
- Location
- Zurich
- Contract
- other
- Posted
- —
SalaryCHF 189'000 - 331'500
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.
In addition to the Assistant Relationship Manager (ARM) Intermediaries & Family Offices role profile, the Account Manager Intermediaries & Family Offices (AM INT) 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 and Social Skills
- Excellent situational adaptability (able to work with RMs and clients from diverse backgrounds)
Main responsibilities
- 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 & Technical 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 Intermediaries & Family Offices
- Advanced knowledge of global financial markets and current developments in the industry Education & Experience
Key requirements
- Personal and 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
Application process
- 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
- Creates and provides clients with customized information, reports and statistics, etc.
- 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
- The AM INT 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
- 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 & Technical Skills
- Advanced knowledge of global financial markets and current developments in the industry Education & Experience
Notes and original content
- The AM INT 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
- YOUR PROFILE
- Friendly, trustworthy and discreet personality with a high level of risk awareness
- Proactive and independent work approach
- Team player
- Is a go-to person by e.g. helping colleagues, training other assistants, participating in the “Buddy Programme”
- Professional & Technical Skills
- Advanced knowledge of global financial markets and current developments in the industry
