Account Manager Employee Banking 80 - Zurich, Schweiz - Julius Baer

Julius Baer

Geprüftes Unternehmen

Zurich, Schweiz

vor 1 Woche

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 (AM) is mainly responsible for servicing the clients (Employees of the Bank) in the day-to-day work and takes ownership of the account administration, documentation formalities and tasks in daily operations and projects impacting the account administration.

She/he will be part of a team responsible to execute trades and this entails dealing with routine enquiries and transactions as well as documentation to meet regulatory requirements without the involvement of a Relationship Manager.

She/he demonstrates excellent professional, personal as well as social skills when liaising with clients.

The AM ensures the operational client account management and interacts with internal as well as external stakeholders independently and provides clients with relevant information.

The AM acts as role model in bringing the best service quality to clients in a fast, professional and friendly manner, always living the Julius Baer values (Care, Passion, and Excellence).

Professionalism and responsiveness are key.

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:

Clients support

Service clients in the daytoday work and handle the full account management of a client on an executiononly basis (no investment advice provided) without the involvement of a Relationship Manager
Handles the account openings for new clients as well as account changes to existing clients, ensures that accurate and highquality client relationship documentation formalities are met and maintained to a high standard at all times including client identification documentation (CDB), account opening forms and other relevant legal forms
Interacts with clients globally in an independent and professional manner in all aspects of account management
Ensures efficient and prompt handling of orders, trades, transactions, etc.

Business Development

Manages the internal projects, which impact the account relationships, directly solving the administrative issues that arise and ensuring that all relevant systems are maintained and updated and all documentation collected as necessary
Organises herself/himself in an efficient and compliant manner and ensures timely and appropriate information of the superior
Conducts reviews, plans ahead and documents his/her own work at all times shares relevant information, ideas, findings and research with colleagues to improve processes and to increase productivity and quality

Opportunitie

Possibility to become Deputy of Team Head and to take over additional responsibility
Opportunity to grow personally in the field of leadership in collaboration with Team Head

YOUR PROFILE:

Personal and Social

Very good interpersonal skills, open and approachable, extraordinary Team player
Systematic, independent, proactive, precise and diligent working style and the ability to perform exceedingly well under pressure
Exceptional communication skills and always communicates in a friendly, competent and professional manner as well as an excellent situational adaptability
Takes on extra responsibilities at own initiative, aims for excellence by finding ways to do things smarter, faster, better and is also not afraid to question a status quo
Positive "can do" attitude and approaches challenges with an open mind

Professional and Technical

Either at least 5 years of experience as Assistant RM or 3 years of experience as A(R)M and job related higher degree
Excellent written and oral skills in German, English; additional languages e.g. Italian or French a plus
Indepth knowledge in banking and client servicing and pronounced knowledge in all asset classes in a portfolio context
Experience as Assistant Relationship Manager (ARM) or Account Manager (AM)