Julius Baer
Account Manager Middle East & Africa(m/w/x)
Vollzeitnur vor OrtBerufserfahren
Zürich
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JUJulius Baer
Account Manager Private Banking - NRI Switzerland(m/w/x)
Zürich
VollzeitVor OrtBerufserfahren
Nejo KI-Zusammenfassung
Operational account management and client documentation for international wealth management clients. Excellent situational adaptability essential. Independent work setup.
Anforderungen
- Excellent situational adaptability
- Friendly, trustworthy, discreet personality
- Proactive and independent work approach
- Positive attitude and open mind
- Willingness to take initiative
- High service orientation and passion
- Exceptional professional communication skills
- Commitment to excellence and improvement
- Systematic, precise, diligent working style
- Teamwork skills
- High integrity and ethical behavior
- Willingness to help and train
- Affinity with specific geographic markets
- Understanding of Private Banking products
- Advanced knowledge of financial markets
- 5 years ARM experience or 3 years ARM experience and higher degree
- Excellent verbal and written language skills
- Track record in servicing banking clients
- Completion of internal training programme
Aufgaben
- Manage account administration and documentation formalities
- Maintain high-quality client relationship documentation and legal forms
- Handle operational account management and clear system alerts
- Participate in and lead portions of client meetings
- Maintain accurate client data within CRM systems
- Interact independently with clients regarding account management
- Support Relationship Managers with systems, applications, and processes
- Provide operational coverage and client interaction during absences
- Compile presentations and draft investment proposals
- Support marketing activities and create customized client reports
- Manage calendars, business trips, and meeting post-processing
- Lead internal projects impacting account relationships
- Share research and ideas to improve team productivity
- Manage expense claim processes for the team
- Monitor risks and escalate compliance concerns independently
- Ensure adherence to local regulations and internal policies
- Clear pending items and escalated deficiencies promptly
- Document client interactions accurately in CRM tools
Berufserfahrung
- 3 Jahre
Ausbildung
- Bachelor-AbschlussODER
- Master-Abschluss
Sprachen
- 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.
Noch nicht perfekt?
- Julius Baer
Account Manager Intermediaries(m/w/x)
Vollzeitnur vor OrtBerufserfahrenZürich - BVZH Bank Vontobel AG
Account Manager(m/w/x)
Vollzeitnur vor OrtSeniorZürich - BVZH Bank Vontobel AG
Account Manager(m/w/x)
Vollzeitnur vor OrtSeniorZürich - LGT Bank (Schweiz) AG
Assistant Relationship Manager – Swiss Onshore Market(m/w/x)
Vollzeitnur vor OrtBerufserfahrenZürich
JUJulius Baer
Account Manager Private Banking - NRI Switzerland(m/w/x)
Zürich
VollzeitVor OrtBerufserfahren
Nejo KI-Zusammenfassung
Operational account management and client documentation for international wealth management clients. Excellent situational adaptability essential. Independent work setup.
Anforderungen
- Excellent situational adaptability
- Friendly, trustworthy, discreet personality
- Proactive and independent work approach
- Positive attitude and open mind
- Willingness to take initiative
- High service orientation and passion
- Exceptional professional communication skills
- Commitment to excellence and improvement
- Systematic, precise, diligent working style
- Teamwork skills
- High integrity and ethical behavior
- Willingness to help and train
- Affinity with specific geographic markets
- Understanding of Private Banking products
- Advanced knowledge of financial markets
- 5 years ARM experience or 3 years ARM experience and higher degree
- Excellent verbal and written language skills
- Track record in servicing banking clients
- Completion of internal training programme
Aufgaben
- Manage account administration and documentation formalities
- Maintain high-quality client relationship documentation and legal forms
- Handle operational account management and clear system alerts
- Participate in and lead portions of client meetings
- Maintain accurate client data within CRM systems
- Interact independently with clients regarding account management
- Support Relationship Managers with systems, applications, and processes
- Provide operational coverage and client interaction during absences
- Compile presentations and draft investment proposals
- Support marketing activities and create customized client reports
- Manage calendars, business trips, and meeting post-processing
- Lead internal projects impacting account relationships
- Share research and ideas to improve team productivity
- Manage expense claim processes for the team
- Monitor risks and escalate compliance concerns independently
- Ensure adherence to local regulations and internal policies
- Clear pending items and escalated deficiencies promptly
- Document client interactions accurately in CRM tools
Berufserfahrung
- 3 Jahre
Ausbildung
- Bachelor-AbschlussODER
- Master-Abschluss
Sprachen
- 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.
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 Middle East & Africa(m/w/x)
Vollzeitnur vor OrtBerufserfahrenZürich - Julius Baer
Account Manager Intermediaries(m/w/x)
Vollzeitnur vor OrtBerufserfahrenZürich - BVZH Bank Vontobel AG
Account Manager(m/w/x)
Vollzeitnur vor OrtSeniorZürich - BVZH Bank Vontobel AG
Account Manager(m/w/x)
Vollzeitnur vor OrtSeniorZürich - LGT Bank (Schweiz) AG
Assistant Relationship Manager – Swiss Onshore Market(m/w/x)
Vollzeitnur vor OrtBerufserfahrenZürich