Account Manager Trade Basic - Zurich, Schweiz - Julius Baer

Julius Baer

Geprüftes Unternehmen

Zurich, Schweiz

vor 2 Wochen

Geschrieben von:

Lena Schneider

beBee Recruiter

Beschreibung

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 is mainly responsible for servicing the clients in the day-to-day work and handling administrative tasks.

She/he will be responsible to execute trades and this entails dealing with routine enquiries and transactions as well as documentation to meet regulatory requirements.

Moreover, it will be a task of the Account Manager to keep the KYC profiles of our clients up to date and live up to the bank's quality standards.

In addition to this, the Account Manager will also support actively the Team Head of the Trade Basic Desk in new initiatives or projects.

Professionalism and responsiveness are key.

YOUR CHALLENGE:

Service clients in the daytoday work and handle administrative tasks
Ensure efficient and prompt handling of orders, trades, transactions, etc.
Continuous deepening of customer relationships and optimization of related revenues
Conducting client meetings (incl. pre

- and post-processing of meetings)

Performance of KYC Reviews
Handle the account openings for new clients as well as account changes to existing clients
Monitor the maturity list for deposits, loans, trades; take action where instruction is standard
Support the Team Head in initiatives or projects

YOUR PROFILE:

Personal and Social

Very good interpersonal skills, open and approachable
Displays genuine interest in people, ability to relate to clients and colleagues from diverse backgrounds
Persistent and persuasive and passionate about client service
Possesses good judgement and ability to work under pressure
Able to act with diligent and rigorous approach also in demanding situations

Professional and Technical

Generalist knowhow of a broad array of asset classes paired with a strong interest for financial markets
Indepth knowledge in banking and pronounced knowledge in all asset classes in a portfolio context
Experience as Relationship Manager Assistant (RMA) or Junior Relationship Manager (JRM)
Experience in Projects
Excellent written and oral skills in Spanish, Italian and English; additional languages e.g. German, French a plus
Further education in financial markets (university/university of applied science, AZEK, CFA etc.) a plus

Contact:
Sandra Allemann, HR Consultant,