CH10 - BJB Bank Julius Baer & Co. Ltd.
Account Manager, Intermediaries(m/w/x)
VollzeitRemoteBerufserfahren
Genf
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CHCH10 - BJB Bank Julius Baer & Co. Ltd.
Account Manager, Intermediaries(m/w/x)
VollzeitRemoteBerufserfahren
Nejo KI-Zusammenfassung
Account administration and trade execution for wealth management clients. Proven banking client servicing and Middle East market affinity required. Daily operations support in a collaborative team environment.
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Anforderungen
- Excellent professional, personal, and social skills
- Proven track record servicing banking clients
- Affinity with Middle East, legal and regulatory environment, cultural awareness
- Excellent organizational skills, swift, independent, accurate work under pressure
- Proactive, friendly, team player, solutions oriented
- Impeccable presentation and communication skills
- Highly service oriented, passionate about client servicing
- Strong integrity, ethics, risk awareness, client-focused mindset
- Advanced knowledge of global financial markets and industry developments
- Strong fluency in French and English (oral and written)
- Additional language an asset
- Very good MS Office skills
Aufgaben
- Take ownership of account administration and documentation
- Handle daily operations and project tasks
- Place orders and execute trades
- Provide administrative support to the team
- Collaborate with Relationship Managers (RMs) to reach out to clients
- Demonstrate professional, personal, and social skills in client interactions
- Ensure operational client account management
- Interact with internal and external stakeholders
- Provide clients with relevant information
- Support RMs in implementing customized solutions
- Act as a role model for service quality
- Help the team manage and grow the client base
- Channel client feedback to relevant individuals and departments
- Maintain and update client records
- Create system-based reports for RMs
- Respond to incoming calls and take prompt action
- Provide clients with verbal and written information
- Handle and execute client requests
- Process orders, trades, transactions, and payments
- Manage internal projects impacting account relationships
- Solve administrative issues and maintain relevant systems
- Collect and share information and research with colleagues
- Conduct reviews and document work
- Propose improvements based on experience and observations
- Adhere to compliance, legal guidelines, and internal policies
- Act as the first line of risk defense
- Raise concerns and follow up on issues
- Escalate issues as necessary
Berufserfahrung
ca. 1 - 4 Jahre
Ausbildung
Matura
Sprachen
Französisch – verhandlungssicher
Englisch – verhandlungssicher
Tools & Technologien
MS Office
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Zur Originalanzeige bei CH10 - BJB Bank Julius Baer & Co. Ltd.Über das Unternehmen
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FinancialServicesGenf
Julius Baer is a global wealth management company focused on shaping the future of wealth management through impactful, entrepreneurial, and empowered individuals.
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