Account Manager for Intermediaries 100% (f/m/d) — Julius Baer
- Lieu
- Zurich
- Contrat
- other
- Publié
- —
Vue d’ensemble du poste
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 Latin America and Switzerland, i.e. familiar with the legal and regulatory environment, as well as cultural awareness
Responsabilités principales
- 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 Account Manager 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
Exigences principales
- Proven track record in servicing banking clients with complex needs (on boarding of new clients, maintaining and extending current relationships)
- Sound affinity with Latin America and Switzerland, 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
- Strong fluency in Spanish and English (oral and written).
- Additional language is an asset.
- 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 Good MS Office skills
Processus de candidature
- 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.
Détails supplémentaires
- 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
- Advanced knowledge of global financial markets and current developments in the industry Good MS Office skills
Notes et contenu original
- 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
- Advanced knowledge of global financial markets and current developments in the industry
Questions sur cette offre
Quel salaire propose Julius Baer pour ce poste ?
Julius Baer indique CHF 189 000 - 331 500 bruts par an pour ce poste à Zurich. Il s'agit du salaire publié dans l'annonce d'origine (ou, si l'employeur ne précise pas de montant, d'une estimation réaliste pour le rôle et le secteur) — le calculateur de ce site le convertit en net réel une fois l'impôt frontalier et les cotisations sociales appliqués.
Est-ce un poste à temps plein, et quel type de contrat propose Julius Baer ?
Cette offre est un poste en temps plein. Le type de contrat affiché ici provient directement de l'annonce originale de l'employeur ; confirmez toujours les horaires exacts, le préavis et la durée d'essai avec Julius Baer pendant le processus de candidature, ces détails pouvant varier même au sein de la même catégorie de contrat.
Ai-je besoin d'un permis de frontalier pour un poste dans le canton de Zurich ?
Les résidents UE/AELE domiciliés dans la zone frontalière du pays voisin du canton de Zurich peuvent demander un permis G ; l'employeur suisse le dépose auprès de l'office cantonal des migrations après signature du contrat. Les règles de zone frontalière et les délais varient selon le pays voisin et le canton — confirmez les détails auprès de l'office des migrations du canton de Zurich ou avec les RH pendant la candidature.
Comment postuler à ce poste chez Julius Baer ?
Utilisez le bouton « Postuler maintenant » sur cette page — il renvoie directement à l'annonce originale de Julius Baer sur juliusbaer.wd3.myworkdayjobs.com, votre candidature arrive donc directement dans le système de suivi des candidatures de l'employeur. Frontaliere Ticino ne collecte ni ne transmet lui-même les candidatures.
