At Julius Baer, individual qualities are valued, enabling you to be impactful, entrepreneurial, empowered, and to create value beyond wealth. The Account Manager is responsible for servicing clients (Employees of the Bank) in day-to-day work, taking ownership of account administration, documentation formalities, and tasks in daily operations and projects impacting account administration. The role involves executing trades, handling routine enquiries and transactions, and ensuring documentation meets regulatory requirements without the involvement of a Relationship Manager. Professionalism and responsiveness are key, with a commitment to excellent administration and service quality, always living the Julius Baer values (Care, Passion, and Excellence).
Tasks
- Service clients in day-to-day work and handle full account management on an execution-only basis without the involvement of a Relationship Manager.
- Attend incoming calls and e-mails, ensuring efficient and prompt handling of orders, trades, transactions, deposits, loans, etc.
- Handle account openings for new clients and account changes for existing clients, maintaining accurate and high-quality client relationship documentation, including client identification documentation (CDB), account opening forms, and other relevant legal forms.
- Interact with clients globally in an independent and professional manner in all aspects of account management.
- Ensure efficient and prompt handling of orders, trades, transactions, etc.
- Proactively take the lead in client relationship and all related tasks (systems, applications, processes, documents), with high-quality, precision, and timely responsiveness.
- Manage internal projects impacting account relationships, directly solving administrative issues, maintaining and updating relevant systems, and collecting all necessary documentation.
- Organise efficiently and compliantly, ensuring timely and appropriate information to the superior.
- Conduct reviews, plan ahead, and document own work at all times.
- Share relevant information, ideas, findings, and research with colleagues to improve processes and increase productivity and quality.
- Become a subject matter expert on business products, processes, and operations, and remain up-to-date.
Requirements
- Very good inter-personal skills, open and approachable, extraordinary team player.
- Systematic, independent, proactive, precise, and diligent working style with the ability to perform exceedingly well under pressure.
- Exceptional communication skills, always communicating in a friendly, competent, and professional manner with excellent situational adaptability.
- Takes on extra responsibilities at own initiative, aims for excellence by finding ways to do things smarter, faster, better, and is not afraid to question the status quo.
- Positive "can do" attitude and approaches challenges with an open mind.
- 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 and English; additional languages such as Italian or French are a plus.
- In-depth 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).
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Das Team
The Account Manager will be part of a team responsible for executing trades and servicing clients, collaborating with colleagues to improve processes and increase productivity and quality.