CH10 - BJB Bank Julius Baer & Co. Ltd.
Account Manager Private Banking(m/w/x)
VollzeitRemoteSenior
Genf
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CHCH10 - BJB Bank Julius Baer & Co. Ltd.
Account Manager Private Banking, Middle East & Africa(m/w/x)
Genf
VollzeitRemoteBerufserfahren
Nejo KI-Zusammenfassung
Client account management and operational task execution for private banking clients in MEA. 5 years of ARM experience or 3 years with higher degree required. Support for Relationship Managers in customized solution implementation.
Anforderungen
- 5 years of experience as ARM or 3 years of experience as ARM and job related higher degree
- Proven track-record servicing banking clients
- Successful completion of internal AM PB training
- Good knowledge of market, legal, regulatory environment
- Profound understanding of Private Banking products, services, tools
- Good knowledge of global financial markets
- Excellent situational adaptability
- Friendly, trustworthy, discreet personality
- High level of risk awareness
- Proactive and independent work approach
- Takes on extra responsibilities at own initiative
- Highly service-oriented
- Passionate about client servicing
- Exceptional communication skills
- Friendly, competent, professional communication
- High personal integrity
- Ethical behaviour
Aufgaben
- Collaborate with Relationship Manager and Team Head on client outreach
- Demonstrate professional, personal, and social skills in client interactions
- Manage operational client account tasks independently
- Provide clients with relevant information
- Support Relationship Manager in implementing customized solutions
- Act as a role model for service quality
- Embody Julius Baer values (Care, Passion, Excellence)
- Help manage and grow the client base
- Channel client feedback to relevant individuals and departments
- Ensure excellent account administration
- Support Relationship Managers in client relationship management
- Participate in client meetings and lead specific parts
- Clear tasks and system alerts directly or via Relationship Manager
- Maintain high-quality client relationship documentation
- Process client orders and manage account activities
- Prepare and update KYC documentation with Relationship Managers
- Focus on AML monitoring and regulatory notifications
- Interact professionally with clients in all account management aspects
- Compile presentations and draft investment proposals
- Support marketing activities
- Solve administrative issues and maintain systems and documentation
- Organize business trips and client meetings
- Deputize for peers and Relationship Managers during absences
Berufserfahrung
- 3 Jahre
Ausbildung
- Bachelor-Abschluss
Sprachen
- Englisch – fließend
- Französisch – Grundkenntnisse
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.
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CHCH10 - BJB Bank Julius Baer & Co. Ltd.
Account Manager Private Banking, Middle East & Africa(m/w/x)
Genf
VollzeitRemoteBerufserfahren
Nejo KI-Zusammenfassung
Client account management and operational task execution for private banking clients in MEA. 5 years of ARM experience or 3 years with higher degree required. Support for Relationship Managers in customized solution implementation.
Anforderungen
- 5 years of experience as ARM or 3 years of experience as ARM and job related higher degree
- Proven track-record servicing banking clients
- Successful completion of internal AM PB training
- Good knowledge of market, legal, regulatory environment
- Profound understanding of Private Banking products, services, tools
- Good knowledge of global financial markets
- Excellent situational adaptability
- Friendly, trustworthy, discreet personality
- High level of risk awareness
- Proactive and independent work approach
- Takes on extra responsibilities at own initiative
- Highly service-oriented
- Passionate about client servicing
- Exceptional communication skills
- Friendly, competent, professional communication
- High personal integrity
- Ethical behaviour
Aufgaben
- Collaborate with Relationship Manager and Team Head on client outreach
- Demonstrate professional, personal, and social skills in client interactions
- Manage operational client account tasks independently
- Provide clients with relevant information
- Support Relationship Manager in implementing customized solutions
- Act as a role model for service quality
- Embody Julius Baer values (Care, Passion, Excellence)
- Help manage and grow the client base
- Channel client feedback to relevant individuals and departments
- Ensure excellent account administration
- Support Relationship Managers in client relationship management
- Participate in client meetings and lead specific parts
- Clear tasks and system alerts directly or via Relationship Manager
- Maintain high-quality client relationship documentation
- Process client orders and manage account activities
- Prepare and update KYC documentation with Relationship Managers
- Focus on AML monitoring and regulatory notifications
- Interact professionally with clients in all account management aspects
- Compile presentations and draft investment proposals
- Support marketing activities
- Solve administrative issues and maintain systems and documentation
- Organize business trips and client meetings
- Deputize for peers and Relationship Managers during absences
Berufserfahrung
- 3 Jahre
Ausbildung
- Bachelor-Abschluss
Sprachen
- Englisch – fließend
- Französisch – Grundkenntnisse
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.
Gefällt dir diese Stelle?
BetaDein Career Agent findet täglich ähnliche Jobs für dich.
Über das Unternehmen
CH10 - BJB Bank Julius Baer & Co. Ltd.
Branche
FinancialServices
Beschreibung
The company is focused on wealth management, providing personalized financial services and solutions to clients.
Noch nicht perfekt?
- CH10 - BJB Bank Julius Baer & Co. Ltd.
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