Account Manager Private Banking - UK International & Canada Zurich — Julius Baer
CHF 101'500 - 154'000
Julius Baer · Zurich (ZH)
- Location
- Zurich
- Contract
- other
- Posted
- —
SalaryCHF 101'500 - 154'000
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.
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)
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 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
Key requirements
- 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
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.
- 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
Additional 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
Notes and original content
- 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
