CH10 - BJB Bank Julius Baer & Co. Ltd.
Account Manager Private Banking, Middle East & Africa(m/w/x)
VollzeitRemoteBerufserfahren
Genf
Neuer Job?Nejo!
Dein persönlicher KI-Karriere-Agent
CHCH10 - BJB Bank Julius Baer & Co. Ltd.
Account Manager Private Banking(m/w/x)
Genf
VollzeitRemoteSenior
Nejo KI-Zusammenfassung
Supporting Private Banking Relationship Managers with client outreach and customized solution implementation. At least 5 years ARM experience or 3 years ARM experience and higher degree required. Daily client account management and regulatory environment support.
Anforderungen
- At least 5 years ARM experience or 3 years ARM experience and higher degree
- Proven track-record servicing banking clients
- Successful completion of internal AM PB training
- Good knowledge of legal/regulatory environment
- Profound understanding of Private Banking products/services
- 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 Managers and Team Heads on client outreach
- Demonstrate professional, personal, and social skills in client interactions
- Manage operational client account tasks independently
- Provide clients with relevant information and support
- Support Relationship Managers 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 and lead parts of client meetings
- Clear tasks and system alerts directly or via Relationship Managers
- Maintain high-quality client relationship documentation
- Process client orders and manage accounts
- Prepare and update KYC documentation
- 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
- Organize business trips and client meetings
- Deputize for peers and Relationship Managers during absences
Berufserfahrung
- 5 Jahre
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.
Noch nicht perfekt?
- 0877 Deutsche Bank (Suisse) SA
Account Manager(m/w/x)
Vollzeitmit HomeofficeBerufserfahrenGenf - Deutsche Bank (Suisse) SA
.Director, Relationship Manager(m/w/x)
Vollzeitmit HomeofficeSeniorGenf - Rothschild & Co Bank AG
Assistant Private Clients(m/w/x)
Vollzeitmit HomeofficeBerufserfahrenGenf - Citibank (Switzerland) AG
Associate Banker(m/w/x)
Vollzeitmit HomeofficeBerufserfahrenGenf
CHCH10 - BJB Bank Julius Baer & Co. Ltd.
Account Manager Private Banking(m/w/x)
Genf
VollzeitRemoteSenior
Nejo KI-Zusammenfassung
Supporting Private Banking Relationship Managers with client outreach and customized solution implementation. At least 5 years ARM experience or 3 years ARM experience and higher degree required. Daily client account management and regulatory environment support.
Anforderungen
- At least 5 years ARM experience or 3 years ARM experience and higher degree
- Proven track-record servicing banking clients
- Successful completion of internal AM PB training
- Good knowledge of legal/regulatory environment
- Profound understanding of Private Banking products/services
- 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 Managers and Team Heads on client outreach
- Demonstrate professional, personal, and social skills in client interactions
- Manage operational client account tasks independently
- Provide clients with relevant information and support
- Support Relationship Managers 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 and lead parts of client meetings
- Clear tasks and system alerts directly or via Relationship Managers
- Maintain high-quality client relationship documentation
- Process client orders and manage accounts
- Prepare and update KYC documentation
- 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
- Organize business trips and client meetings
- Deputize for peers and Relationship Managers during absences
Berufserfahrung
- 5 Jahre
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 shapes the future of wealth management, focusing on individual empowerment and creating value beyond wealth.
Noch nicht perfekt?
- CH10 - BJB Bank Julius Baer & Co. Ltd.
Account Manager Private Banking, Middle East & Africa(m/w/x)
VollzeitRemoteBerufserfahrenGenf - 0877 Deutsche Bank (Suisse) SA
Account Manager(m/w/x)
Vollzeitmit HomeofficeBerufserfahrenGenf - Deutsche Bank (Suisse) SA
.Director, Relationship Manager(m/w/x)
Vollzeitmit HomeofficeSeniorGenf - Rothschild & Co Bank AG
Assistant Private Clients(m/w/x)
Vollzeitmit HomeofficeBerufserfahrenGenf - Citibank (Switzerland) AG
Associate Banker(m/w/x)
Vollzeitmit HomeofficeBerufserfahrenGenf