Job Description

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.
Within our Market Switzerland we have an open position as an Account Manager Private Banking. 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. In contrast to the Relationship Manager (RM), the AM PB does not have an own client book. The AM PB 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 PB ensures the operational client account management and interacts with internal as well as external stakeholders independently, provides clients with relevant in- formation and supports the RM in implementing customized solutions. Furthermore, the AM PB acts as role model in bringing the best service quality to clients, RMs and Team Heads (THs) in a fast, professional and friendly manner, always living the Julius Baer values (Care, Passion, and Excellence) 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 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

• Assist Relationship Managers and members of the team in the day-to-day work servicing clients and handling administrative tasks
• Support the Relationship Managers in all KYC-related matters
• Prepare client meetings (documents required for the meeting) and manage client instructions in the absence of the Relationship Managers
• Attend incoming calls and ensure that always a prompt action is taken
• Prepare, update and follow up on account opening and closing documentation
• Actively ensure that operational account management is undertaken professionally, with all tasks/system alerts cleared directly where possible or via Relationship Manager if investment-related advice is needed
• Ensure efficient and prompt handling of orders, trades, transactions, payments etc.
• Monitor the maturity list for deposits, loans, trades; take action where instruction is standard, seek instructions (from Relationship Manager or client) if necessary and required
• Maintain and update records of client instructions, client details and preferences
• Provide clients and Relationship Manager with information and data in verbal and/or written form as needed/requested
• Plan and assist the Relationship Managers in their travel arrangements (chase up missing documents, prepare documents)
• Liaise with other departments, Treasury, Trading, Operations, Investment Services, Compliance, Front Risk Management, IT, etc.
• Ensure adherence to compliance, legal guidelines, internal rules, regulations & policies etc.

YOUR PROFILE

• Bank apprenticeship or equivalent education (Banking background)
• 3 - 5 years of working experience in a similar position in the banking industry
• Able to work independently, well organized, swift and accurate even when under pressure
• Friendly, open personality, well-presented and professional appearance, coupled with ability to work in a team
• Service oriented, discreet and responsible
• Fluency in German and English is a must (oral and written)

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