Julius Baer
Account Manager Intermediaries(m/w/x)
Vollzeitnur vor OrtBerufserfahren
Zürich
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JUJulius Baer
Junior Account Manager(m/w/x)
Zürich
VollzeitVor OrtSenior
Nejo KI-Zusammenfassung
Client data management and documentation for wealth management. Situational adaptability and proactive work approach required. Daily client meetings, system alert management.
Anforderungen
- Situational adaptability with diverse backgrounds
- Friendly, trustworthy, discreet personality with risk awareness
- Proactive and independent work approach
- Positive attitude, open to challenges
- Takes on extra responsibilities initiative
- Service oriented, passionate about client servicing
- Exceptional communication skills, friendly, competent, professional manner
- Aims for excellence, questions status quo
- Systematic, precise, diligent, performs under pressure
- Team player
- High personal integrity and ethical behaviour
- Go-to person, helps colleagues, trains assistants, participates in Buddy Programme
- Affinity with geographic market, legal, regulatory, cultural awareness
- Profound understanding of relevant products, services, tools
- Advanced knowledge of global financial markets and industry developments
- At least 5 years ARM experience or 3 years ARM with higher degree
- Excellent language skills (verbal and written) per market requirements
- Proven track record servicing banking clients with complex needs
- Successful completion of applicable internal AM training programme
Aufgaben
- Ensure accurate client relationship documentation
- Maintain high-quality account documentation
- Manage operational account tasks and system alerts
- Participate in client meetings and lead documentation discussions
- Maintain client key data with Relationship Manager
- Interact professionally with clients for account management
- Support Relationship Managers and Team Heads in client tasks
- Provide timely and precise support for client-related tasks
- Ensure operational coverage during team absences
- Create and provide customized client information and reports
Berufserfahrung
- ca. 3 Jahre
Sprachen
- Englisch – verhandlungssicher
Tools & Technologien
- Intermediaries & Family Offices tools
- global financial markets
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
Junior Account Manager(m/w/x)
Zürich
VollzeitVor OrtSenior
Nejo KI-Zusammenfassung
Client data management and documentation for wealth management. Situational adaptability and proactive work approach required. Daily client meetings, system alert management.
Anforderungen
- Situational adaptability with diverse backgrounds
- Friendly, trustworthy, discreet personality with risk awareness
- Proactive and independent work approach
- Positive attitude, open to challenges
- Takes on extra responsibilities initiative
- Service oriented, passionate about client servicing
- Exceptional communication skills, friendly, competent, professional manner
- Aims for excellence, questions status quo
- Systematic, precise, diligent, performs under pressure
- Team player
- High personal integrity and ethical behaviour
- Go-to person, helps colleagues, trains assistants, participates in Buddy Programme
- Affinity with geographic market, legal, regulatory, cultural awareness
- Profound understanding of relevant products, services, tools
- Advanced knowledge of global financial markets and industry developments
- At least 5 years ARM experience or 3 years ARM with higher degree
- Excellent language skills (verbal and written) per market requirements
- Proven track record servicing banking clients with complex needs
- Successful completion of applicable internal AM training programme
Aufgaben
- Ensure accurate client relationship documentation
- Maintain high-quality account documentation
- Manage operational account tasks and system alerts
- Participate in client meetings and lead documentation discussions
- Maintain client key data with Relationship Manager
- Interact professionally with clients for account management
- Support Relationship Managers and Team Heads in client tasks
- Provide timely and precise support for client-related tasks
- Ensure operational coverage during team absences
- Create and provide customized client information and reports
Berufserfahrung
- ca. 3 Jahre
Sprachen
- Englisch – verhandlungssicher
Tools & Technologien
- Intermediaries & Family Offices tools
- global financial markets
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 Intermediaries(m/w/x)
Vollzeitnur vor OrtBerufserfahrenZürich - Julius Baer
Account Manager Middle East & Africa(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 Private Banking - NRI Switzerland(m/w/x)
Vollzeitnur vor OrtBerufserfahrenZürich - CH10 - BJB Bank Julius Baer & Co. Ltd.
Assistant Relationship Manager Iberia(m/w/x)
Vollzeitnur vor OrtBerufserfahrenZürich