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. Lets shape the future of wealth management together.
The Account Manager PB (AM PB) reaches out to clients in close collaboration with the Relationship Manager (RM) and Team Head with a focus on the Middle East Market. 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 information and supports the RM in implementing customized solutions. Furthermore, the AM PB acts as a 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 CHALLENGEProactively taking the lead in supporting the Relationship Managers in client relationship management and all related tasks.
Participating in client meetings and leading certain parts of them (e.g. documentation formalities, compliance and other requests).
Actively ensuring that operational account management is done professionally, with all tasks/system alerts cleared directly where possible or via Relationship Manager.
Ensuring that accurate and high-quality client relationship documentation formalities are met and maintained to a high standard at all times including client identification documentation (CDB) and account opening forms.
Processing client orders such as payments, credits as well as foreign exchange and securities transactions; account openings/closings, maintenance of the accounts (general bookkeeping), cash management; keeping client data base up-to-date.
Ensure appropriate preparation and upgrade of clients KYC documentation (e.g. yearly account reviews and account opening) in agreement with the Relationship Managers.
Particular attention dedicated to AML monitoring and regulatory notifications (advisory process, CRM alerts etc.).
Interacting with clients in an independent and professional manner in all aspects of account management.
Compiling presentations, independently drafting investment proposals and supporting in marketing activities.
Solving the administrative issues that arise and ensuring that all relevant systems are maintained and updated and all documentation is collected as necessary.
Organizing business trips and client meetings.
Deputizing of peers within the team and Relationship Managers during absences.
Either at least 5 years of experience as ARM or 3 years of experience as ARM and job related higher degree (e.g. Bachelor, CFA/AZEK/CAIA), without counting the apprenticeship period.
English is an absolute prerequisite. French is a plus.
Proven track-record in servicing banking clients with complex needs (on-boarding new clients, maintaining and extending current relationships).
Successful completion of the internal AM PB training programme.
Good knowledge of the Market i.e. familiar with the legal and regulatory environment as well as cultural awareness.
Profound understanding of relevant products, services and tools in Private Banking as well as good knowledge of global financial markets and current developments in the industry.
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 as well as takes on extra responsibilities at own initiative.
Highly service-oriented and passionate about client servicing with exceptional communication skills and always communicates in a friendly, competent and professional manner.
High personal integrity and ethical behavior.
We are looking forward to receiving your full job application through our online application tool.
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