Julius Baer
Account Manager Private Banking - NRI Switzerland(m/w/x)
Vollzeitnur vor OrtBerufserfahren
Zürich
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JUJulius Baer
Account Manager Middle East & Africa(m/w/x)
Zürich
VollzeitVor OrtBerufserfahren
Nejo KI-Zusammenfassung
Operational account management and client identification for wealth management clients. Proactive and independent work approach expected. Focus on administrative and compliance support for high-net-worth individuals.
Anforderungen
- Excellent situational adaptability
- Friendly, trustworthy, discreet personality and risk awareness
- Proactive and independent work approach
- Positive attitude and open-mindedness
- Willingness to take initiative
- High service orientation and passion
- Exceptional professional communication skills
- Commitment to excellence and innovation
- Systematic, precise style and pressure resistance
- Teamwork skills
- High personal integrity and ethics
- Willingness to help and train colleagues
- Affinity with geographic markets and regulations
- Profound understanding of Private Banking products
- Advanced knowledge of global financial markets
- 5 years ARM experience or 3 years and degree
- Excellent German and English skills
- Track record in servicing complex clients
- Completion of internal AM PB training
Aufgaben
- Manage account administration and documentation formalities
- Maintain high-quality client identification and legal forms
- Handle operational account management and system alerts
- Liaise with clients on administrative and compliance matters
- Update and maintain accurate CRM client data
- Support Relationship Managers with high-quality administrative tasks
- Provide operational coverage for the team during absences
- Compile presentations and draft investment proposals
- Create customized client reports and statistics
- Coordinate calendars, business trips, and meeting preparations
- Lead internal projects impacting account relationships
- Share research and ideas to improve productivity
- Propose process improvements based on daily observations
- Manage expense claim processes for the team
- Monitor risks and escalate compliance concerns
- Adhere to local regulations and internal policies
- Clear pending items and escalated deficiencies promptly
- Document client interactions in CRM and internal tools
Berufserfahrung
- 3 Jahre
Ausbildung
- Bachelor-AbschlussODER
- Master-Abschluss
Sprachen
- Deutsch – verhandlungssicher
- Englisch – verhandlungssicher
Tools & Technologien
- Private Banking tools
Die Originalanzeige dieses Stellenangebotes in der aktuellsten Version findest du hier. Nejo hat diesen Job automatisch von der Website des Unternehmens Julius Baer 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.
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JUJulius Baer
Account Manager Middle East & Africa(m/w/x)
Zürich
VollzeitVor OrtBerufserfahren
Nejo KI-Zusammenfassung
Operational account management and client identification for wealth management clients. Proactive and independent work approach expected. Focus on administrative and compliance support for high-net-worth individuals.
Anforderungen
- Excellent situational adaptability
- Friendly, trustworthy, discreet personality and risk awareness
- Proactive and independent work approach
- Positive attitude and open-mindedness
- Willingness to take initiative
- High service orientation and passion
- Exceptional professional communication skills
- Commitment to excellence and innovation
- Systematic, precise style and pressure resistance
- Teamwork skills
- High personal integrity and ethics
- Willingness to help and train colleagues
- Affinity with geographic markets and regulations
- Profound understanding of Private Banking products
- Advanced knowledge of global financial markets
- 5 years ARM experience or 3 years and degree
- Excellent German and English skills
- Track record in servicing complex clients
- Completion of internal AM PB training
Aufgaben
- Manage account administration and documentation formalities
- Maintain high-quality client identification and legal forms
- Handle operational account management and system alerts
- Liaise with clients on administrative and compliance matters
- Update and maintain accurate CRM client data
- Support Relationship Managers with high-quality administrative tasks
- Provide operational coverage for the team during absences
- Compile presentations and draft investment proposals
- Create customized client reports and statistics
- Coordinate calendars, business trips, and meeting preparations
- Lead internal projects impacting account relationships
- Share research and ideas to improve productivity
- Propose process improvements based on daily observations
- Manage expense claim processes for the team
- Monitor risks and escalate compliance concerns
- Adhere to local regulations and internal policies
- Clear pending items and escalated deficiencies promptly
- Document client interactions in CRM and internal tools
Berufserfahrung
- 3 Jahre
Ausbildung
- Bachelor-AbschlussODER
- Master-Abschluss
Sprachen
- Deutsch – verhandlungssicher
- Englisch – verhandlungssicher
Tools & Technologien
- Private Banking tools
Die Originalanzeige dieses Stellenangebotes in der aktuellsten Version findest du hier. Nejo hat diesen Job automatisch von der Website des Unternehmens Julius Baer 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.
Gefällt dir diese Stelle?
BetaDein Career Agent findet täglich ähnliche Jobs für dich.
Über das Unternehmen
Julius Baer
Branche
FinancialServices
Beschreibung
The company shapes the future of wealth management by empowering individuals to create value beyond wealth.
Noch nicht perfekt?
- Julius Baer
Account Manager Private Banking - NRI Switzerland(m/w/x)
Vollzeitnur vor OrtBerufserfahrenZürich - CH10 - BJB Bank Julius Baer & Co. Ltd.
Account Manager Private Banking for CEE(m/w/x)
Vollzeitnur vor OrtBerufserfahrenZürich - Julius Baer
Account Manager Intermediaries(m/w/x)
Vollzeitnur vor OrtBerufserfahrenZürich - Bank Julius Baer & Co. Ltd.
Assistant Relationship Manager Private Banking - Germany & Austria(m/w/x)
Vollzeitnur vor OrtBerufserfahrenZürich - BVZH Bank Vontobel AG
Account Manager(m/w/x)
Vollzeitnur vor OrtSeniorZürich