Julius Baer
Account Manager(m/w/x)
Vollzeitnur vor OrtBerufserfahren
Genf
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CHCH10 - BJB Bank Julius Baer & Co. Ltd.
Account Manager(m/w/x)
Genf
VollzeitVor OrtBerufserfahren
Nejo KI-Zusammenfassung
Full client account lifecycle management, from onboarding to compliance, supporting Relationship Managers. Fluent French and English communication skills required. 4-day work week, company car for private use.
Anforderungen
- Fluent in French and English
- Client focus, integrity, discretion, and interpersonal skills
- Adaptability and cultural awareness
- Proactivity, independence, and solution-driven approach
- Clear and professional communication in English and French
- Minimum 5 years as ARM, or 3 years with relevant degree
- Proven experience handling complex client mandates
- In-depth knowledge of private banking products, services, systems, and market developments
- Team player supporting colleagues and sharing knowledge
Aufgaben
- Manage the full client account lifecycle, from onboarding to compliance
- Support Relationship Managers and enhance client experiences
- Own end-to-end client account administration
- Ensure accurate and compliant documentation (KYC/CDB, account openings, legal forms) is completed and maintained
- Manage day-to-day operational tasks
- Resolve system alerts
- Handle client requests independently
- Coordinate with RMs for investment-related matters
- Maintain and validate client key data and CRM records
- Engage directly with clients professionally
- Handle client inquiries
- Facilitate client transactions
- Lead non-advisory agenda items in meetings
- Prepare client meetings
- Manage calendars for RMs/Team Heads
- Organize business trips
- Conduct thorough follow-ups
- Create tailored reports, presentations, and investment proposals
- Support marketing and client event initiatives
- Drive operational efficiency by managing internal projects affecting client accounts
- Resolve administrative issues
- Ensure systems and documentation are up to date
- Proactively identify opportunities for process improvements
- Share best practices to enhance team performance
- Take ownership of expense claims
- Provide administrative support for RMs/Team Heads
- Support risk and compliance by identifying, addressing, and escalating potential issues
- Ensure adherence to internal policies and local regulations
- Guarantee timely resolution of pending items, audits, and control deficiencies
- Document all client interactions and instructions clearly and completely in designated systems
- Uphold ethical standards
- Promote a culture of compliance, precision, and service excellence
Berufserfahrung
- 3 Jahre
Ausbildung
- Bachelor-Abschluss
Sprachen
- Französisch – fließend
- Englisch – fließend
Die Originalanzeige dieses Stellenangebotes in der aktuellsten Version findest du hier. Nejo hat diesen Job automatisch von der Website des Unternehmens CH10 - BJB Bank Julius Baer & Co. Ltd. erfasst und die Informationen auf Nejo mit Hilfe von KI für dich aufbereitet. Trotz sorgfältiger Analyse können einzelne Informationen unvollständig oder ungenau sein. Bitte prüfe immer alle Angaben in der Originalanzeige! Inhalte und Urheberrechte der Originalanzeige liegen beim ausschreibenden Unternehmen.
Noch nicht perfekt?
- CH10 - BJB Bank Julius Baer & Co. Ltd.
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CHCH10 - BJB Bank Julius Baer & Co. Ltd.
Account Manager(m/w/x)
Genf
VollzeitVor OrtBerufserfahren
Nejo KI-Zusammenfassung
Full client account lifecycle management, from onboarding to compliance, supporting Relationship Managers. Fluent French and English communication skills required. 4-day work week, company car for private use.
Anforderungen
- Fluent in French and English
- Client focus, integrity, discretion, and interpersonal skills
- Adaptability and cultural awareness
- Proactivity, independence, and solution-driven approach
- Clear and professional communication in English and French
- Minimum 5 years as ARM, or 3 years with relevant degree
- Proven experience handling complex client mandates
- In-depth knowledge of private banking products, services, systems, and market developments
- Team player supporting colleagues and sharing knowledge
Aufgaben
- Manage the full client account lifecycle, from onboarding to compliance
- Support Relationship Managers and enhance client experiences
- Own end-to-end client account administration
- Ensure accurate and compliant documentation (KYC/CDB, account openings, legal forms) is completed and maintained
- Manage day-to-day operational tasks
- Resolve system alerts
- Handle client requests independently
- Coordinate with RMs for investment-related matters
- Maintain and validate client key data and CRM records
- Engage directly with clients professionally
- Handle client inquiries
- Facilitate client transactions
- Lead non-advisory agenda items in meetings
- Prepare client meetings
- Manage calendars for RMs/Team Heads
- Organize business trips
- Conduct thorough follow-ups
- Create tailored reports, presentations, and investment proposals
- Support marketing and client event initiatives
- Drive operational efficiency by managing internal projects affecting client accounts
- Resolve administrative issues
- Ensure systems and documentation are up to date
- Proactively identify opportunities for process improvements
- Share best practices to enhance team performance
- Take ownership of expense claims
- Provide administrative support for RMs/Team Heads
- Support risk and compliance by identifying, addressing, and escalating potential issues
- Ensure adherence to internal policies and local regulations
- Guarantee timely resolution of pending items, audits, and control deficiencies
- Document all client interactions and instructions clearly and completely in designated systems
- Uphold ethical standards
- Promote a culture of compliance, precision, and service excellence
Berufserfahrung
- 3 Jahre
Ausbildung
- Bachelor-Abschluss
Sprachen
- Französisch – fließend
- Englisch – fließend
Die Originalanzeige dieses Stellenangebotes in der aktuellsten Version findest du hier. Nejo hat diesen Job automatisch von der Website des Unternehmens CH10 - BJB Bank Julius Baer & Co. Ltd. erfasst und die Informationen auf Nejo mit Hilfe von KI für dich aufbereitet. Trotz sorgfältiger Analyse können einzelne Informationen unvollständig oder ungenau sein. Bitte prüfe immer alle Angaben in der Originalanzeige! Inhalte und Urheberrechte der Originalanzeige liegen beim ausschreibenden Unternehmen.
Über das Unternehmen
CH10 - BJB Bank Julius Baer & Co. Ltd.
Branche
FinancialServices
Beschreibung
The company shapes the future of wealth management, focusing on individual empowerment and creating value beyond wealth.
Noch nicht perfekt?
- Julius Baer
Account Manager(m/w/x)
Vollzeitnur vor OrtBerufserfahrenGenf - CH10 - BJB Bank Julius Baer & Co. Ltd.
Assistant Relationship Manager(m/w/x)
Vollzeitnur vor OrtKeine AngabeGenf - CH10 - BJB Bank Julius Baer & Co. Ltd.
Assistant Relationship Manager(m/w/x)
Vollzeitnur vor OrtKeine AngabeGenf - BVZH Bank Vontobel AG
Client Associate(m/w/x)
Vollzeitnur vor OrtBerufserfahrenGenf - Barclays Bank SA/UAE
Private Banking Executive(m/w/x)
Vollzeitnur vor OrtBerufserfahrenGenf