Account Manager LATAM, Intermediaries (m/w/x)

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Nejo KI-Zusammenfassung

Account administration and trade execution for LATAM intermediaries. Independent client account management and stakeholder interaction required. Daily operations support, client order processing, and RM collaboration.

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Anforderungen

Excellent professional, personal, and social skills
Independent client account management
Interaction with internal and external stakeholders
Providing clients with relevant information
Support RM in implementing customized solutions
Role model in service quality
Fast, professional, and friendly service manner
Managing and growing client base
Channeling client feedback for continuous improvement
Professional commitment to account administration
Willingness to go the extra mile
Proven track record servicing banking clients
Experience with complex client needs
Experience onboarding new clients
Experience maintaining and extending client relationships
Sound affinity with Latin America and Switzerland
Familiarity with legal and regulatory environment
Cultural awareness in Latin America and Switzerland
Excellent organisational skills
Ability to work swiftly and independently
Ability to work accurately under pressure
Proactive attitude
Friendly demeanor
Team player
Solutions oriented
Impeccable presentation skills
Impeccable communication skills
Highly service oriented
Passionate about client servicing
Strong integrity
Strong ethics
Strong risk awareness
Solid client-focused mindset
Advanced knowledge of global financial markets
Knowledge of industry developments
Good MS Office skills

Aufgaben

Take ownership of account administration and documentation
Manage daily operations and projects impacting account administration
Process client orders and execute trades
Handle client requests and provide administrative support
Reach out to clients in collaboration with Relationship Managers (RMs)
Ensure operational client account management
Interact with internal and external stakeholders independently
Provide clients with relevant information
Support RMs in implementing customized solutions
Bring excellent service quality to clients, RMs, and Group Heads
Help the team manage and grow the client base
Channel client feedback to relevant individuals and departments
Ensure excellent administration of client accounts
Support RMs and the team in client interactions
Respond to incoming calls and take prompt action
Maintain and update records of client instructions, details, and preferences
Create system-based reports for RMs
Provide clients with verbal and/or written information and data
Handle and execute clients’ requests for orders, trades, transactions, and payments
Manage internal projects impacting RM account relationships
Solve administrative issues and ensure systems are maintained and updated
Collect and share relevant information, ideas, findings, and research with colleagues
Conduct reviews, plan ahead, and document own work
Provide professional input and proposals for improvements
Adhere to compliance, legal guidelines, internal rules, regulations, and policies
Act as the first line of risk defence by raising concerns and escalating issues

Berufserfahrung

ca. 1 - 4 Jahre

Ausbildung

Matura

Sprachen

Spanisch – fließend

Französisch – verhandlungssicher

Englisch – verhandlungssicher

Tools & Technologien

MS Office

Von Nejo automatisch aufbereitet

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.

Zur Originalanzeige bei CH10 - BJB Bank Julius Baer & Co. Ltd.

Über das Unternehmen

FinancialServicesGenf

Julius Baer is a leading wealth management company focused on creating value beyond wealth.

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