Julius Baer
Account Manager Private Banking(m/w/x)
Vollzeitnur vor OrtBerufserfahren
Sankt Gallen
Neuer Job?Nejo!
Dein persönlicher KI-Karriere-Agent
JUJulius Baer
Account Manager Private Banking(m/w/x)
Sankt Gallen
VollzeitVor OrtBerufserfahren
Nejo KI-Zusammenfassung
Client data management and operational account tasks for wealth management. Situational adaptability and proactive work approach required. Daily client interaction, system alert management.
Anforderungen
- Situational adaptability with diverse backgrounds
- Friendly, trustworthy, discreet personality with risk awareness
- Proactive and independent work approach
- Positive attitude and open-minded approach to challenges
- Takes on extra responsibilities proactively
- Service oriented and passionate about client servicing
- Exceptional communication skills (friendly, competent, professional)
- Aims for excellence and questions status quo
- Systematic, precise, diligent working style under pressure
- Team player
- High personal integrity and ethical behaviour
- Helpful colleague, trainer, participant in Buddy Programme
- Affinity with geographic market (legal, regulatory, cultural)
- Profound understanding of Private Banking products, services, tools
- Advanced knowledge of global financial markets and industry developments
- 5 years ARM experience or 3 years ARM with higher degree
- Excellent German and English language skills
- Proven track record servicing banking clients with complex needs
- Successful completion of internal AM PB training programme
Aufgaben
- Ensure accurate client relationship documentation
- Manage operational account tasks and system alerts
- Participate in and lead client meetings as needed
- Maintain client key data with Relationship Manager
- Interact professionally with clients for account management
- Support Relationship Managers and Team Heads in client tasks
- Provide operational coverage during team absences
- Compile presentations and draft investment proposals
- Create customized client information and reports
- Manage Relationship Manager and Team Head calendars
- Prepare and organize client meetings and business trips
- Complete post-processing of client interactions
- Manage internal projects impacting account relationships
- Solve administrative issues and update relevant systems
- Collect and share information to improve processes
- Organize work efficiently and comply with regulations
- Conduct reviews and document work regularly
- Propose improvements based on experience and observations
- Manage expense claim process for Relationship Managers
- Support risk management and compliance
- Ensure adherence to local regulations and internal policies
- Clear pending items and escalated deficiencies
- Maintain ethical and compliant behavior
- Document client interactions and orders accurately
Berufserfahrung
- 3 Jahre
Ausbildung
- Bachelor-AbschlussODER
- Master-Abschluss
Sprachen
- Deutsch – verhandlungssicher
- Englisch – verhandlungssicher
Tools & Technologien
- Private Banking products
- Private Banking services
- 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.
Noch nicht perfekt?
- SGKB
Kundenberater:in Private Banking Affluent International(m/w/x)
Vollzeitnur vor OrtBerufserfahrenSankt Gallen - SGKB
Fachspezialist:in Privatkunden(m/w/x)
Vollzeitnur vor OrtBerufserfahrenSankt Gallen - BVZH Bank Vontobel AG
Client Associate(m/w/x)
Vollzeitnur vor OrtBerufserfahrenSankt Gallen - SGKB
Senior Berater:in Finanzplanung und Vorsorge(m/w/x)
Vollzeitnur vor OrtSeniorSankt Gallen
JUJulius Baer
Account Manager Private Banking(m/w/x)
Sankt Gallen
VollzeitVor OrtBerufserfahren
Nejo KI-Zusammenfassung
Client data management and operational account tasks for wealth management. Situational adaptability and proactive work approach required. Daily client interaction, system alert management.
Anforderungen
- Situational adaptability with diverse backgrounds
- Friendly, trustworthy, discreet personality with risk awareness
- Proactive and independent work approach
- Positive attitude and open-minded approach to challenges
- Takes on extra responsibilities proactively
- Service oriented and passionate about client servicing
- Exceptional communication skills (friendly, competent, professional)
- Aims for excellence and questions status quo
- Systematic, precise, diligent working style under pressure
- Team player
- High personal integrity and ethical behaviour
- Helpful colleague, trainer, participant in Buddy Programme
- Affinity with geographic market (legal, regulatory, cultural)
- Profound understanding of Private Banking products, services, tools
- Advanced knowledge of global financial markets and industry developments
- 5 years ARM experience or 3 years ARM with higher degree
- Excellent German and English language skills
- Proven track record servicing banking clients with complex needs
- Successful completion of internal AM PB training programme
Aufgaben
- Ensure accurate client relationship documentation
- Manage operational account tasks and system alerts
- Participate in and lead client meetings as needed
- Maintain client key data with Relationship Manager
- Interact professionally with clients for account management
- Support Relationship Managers and Team Heads in client tasks
- Provide operational coverage during team absences
- Compile presentations and draft investment proposals
- Create customized client information and reports
- Manage Relationship Manager and Team Head calendars
- Prepare and organize client meetings and business trips
- Complete post-processing of client interactions
- Manage internal projects impacting account relationships
- Solve administrative issues and update relevant systems
- Collect and share information to improve processes
- Organize work efficiently and comply with regulations
- Conduct reviews and document work regularly
- Propose improvements based on experience and observations
- Manage expense claim process for Relationship Managers
- Support risk management and compliance
- Ensure adherence to local regulations and internal policies
- Clear pending items and escalated deficiencies
- Maintain ethical and compliant behavior
- Document client interactions and orders accurately
Berufserfahrung
- 3 Jahre
Ausbildung
- Bachelor-AbschlussODER
- Master-Abschluss
Sprachen
- Deutsch – verhandlungssicher
- Englisch – verhandlungssicher
Tools & Technologien
- Private Banking products
- Private Banking services
- 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(m/w/x)
Vollzeitnur vor OrtBerufserfahrenSankt Gallen - SGKB
Kundenberater:in Private Banking Affluent International(m/w/x)
Vollzeitnur vor OrtBerufserfahrenSankt Gallen - SGKB
Fachspezialist:in Privatkunden(m/w/x)
Vollzeitnur vor OrtBerufserfahrenSankt Gallen - BVZH Bank Vontobel AG
Client Associate(m/w/x)
Vollzeitnur vor OrtBerufserfahrenSankt Gallen - SGKB
Senior Berater:in Finanzplanung und Vorsorge(m/w/x)
Vollzeitnur vor OrtSeniorSankt Gallen