CH10 - BJB Bank Julius Baer & Co. Ltd.
Account Manager(m/w/x)
Full-timeOn-siteExperienced
Genf
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Managing client account lifecycle, from onboarding to compliance, for wealth management. Client focus, integrity, and discretion required. 6 weeks vacation.
Requirements
- Client focus, integrity, discretion, interpersonal skills
- Adaptability and cultural awareness
- Proactivity, independence, solution-driven approach
- Clear, professional English communication
- Beneficial additional language skills
- Minimum 5 years as ARM or 3 years with relevant degree
- Proven experience handling complex client mandates
- In-depth knowledge of private banking products/services/systems
- In-depth knowledge of market developments
- Teamwork and knowledge sharing
Tasks
- Manage the full client account lifecycle, from onboarding to compliance
- Support Relationship Managers and enhance client experiences
- Ensure accurate and compliant documentation (KYC/CDB, account openings, legal forms)
- Maintain client documentation to the highest standard
- Manage day-to-day operational tasks
- Resolve system alerts
- Handle client requests independently
- Coordinate with RMs for investment-related matters
- Maintain and validate client key data
- Update CRM records in partnership with RMs
- Professionally handle client inquiries
- Facilitate client transactions
- Lead non-advisory agenda items in client meetings
- Prepare client meetings
- Manage calendars for RMs
- Organize business trips
- Conduct thorough follow-ups
- Create tailored reports and presentations
- Develop investment proposals
- Support marketing initiatives
- Assist with client event initiatives
- Drive operational efficiency
- Manage internal projects affecting client accounts
- Resolve administrative issues
- Ensure systems and documentation are up to date
- Identify opportunities for process improvements
- Share best practices to enhance team performance
- Take ownership of expense claims
- Provide administrative support for RMs/Team Heads
- Identify potential risk and compliance issues
- Address potential risk and compliance issues
- Escalate potential risk and compliance issues
- Ensure adherence to internal policies and local regulations
- Resolve pending items
- Resolve audits
- Resolve control deficiencies
- Document all client interactions and instructions clearly
- Document all client instructions completely
- Record interactions in CLM, CRM, DiAS, Wealth Navigator or other systems
- Uphold ethical standards
- Promote a culture of compliance
- Promote a culture of precision
- Promote a culture of service excellence
Work Experience
- 3 years
Education
- Bachelor's degree
Languages
- English – Business Fluent
- French – Business Fluent
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of Julius Baer and processed the information on Nejo with the help of AI for you. Despite careful analysis, some information may be incomplete or inaccurate. Please always verify all details in the original posting! Content and copyrights of the original posting belong to the advertising company.
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Managing client account lifecycle, from onboarding to compliance, for wealth management. Client focus, integrity, and discretion required. 6 weeks vacation.
Requirements
- Client focus, integrity, discretion, interpersonal skills
- Adaptability and cultural awareness
- Proactivity, independence, solution-driven approach
- Clear, professional English communication
- Beneficial additional language skills
- Minimum 5 years as ARM or 3 years with relevant degree
- Proven experience handling complex client mandates
- In-depth knowledge of private banking products/services/systems
- In-depth knowledge of market developments
- Teamwork and knowledge sharing
Tasks
- Manage the full client account lifecycle, from onboarding to compliance
- Support Relationship Managers and enhance client experiences
- Ensure accurate and compliant documentation (KYC/CDB, account openings, legal forms)
- Maintain client documentation to the highest standard
- Manage day-to-day operational tasks
- Resolve system alerts
- Handle client requests independently
- Coordinate with RMs for investment-related matters
- Maintain and validate client key data
- Update CRM records in partnership with RMs
- Professionally handle client inquiries
- Facilitate client transactions
- Lead non-advisory agenda items in client meetings
- Prepare client meetings
- Manage calendars for RMs
- Organize business trips
- Conduct thorough follow-ups
- Create tailored reports and presentations
- Develop investment proposals
- Support marketing initiatives
- Assist with client event initiatives
- Drive operational efficiency
- Manage internal projects affecting client accounts
- Resolve administrative issues
- Ensure systems and documentation are up to date
- Identify opportunities for process improvements
- Share best practices to enhance team performance
- Take ownership of expense claims
- Provide administrative support for RMs/Team Heads
- Identify potential risk and compliance issues
- Address potential risk and compliance issues
- Escalate potential risk and compliance issues
- Ensure adherence to internal policies and local regulations
- Resolve pending items
- Resolve audits
- Resolve control deficiencies
- Document all client interactions and instructions clearly
- Document all client instructions completely
- Record interactions in CLM, CRM, DiAS, Wealth Navigator or other systems
- Uphold ethical standards
- Promote a culture of compliance
- Promote a culture of precision
- Promote a culture of service excellence
Work Experience
- 3 years
Education
- Bachelor's degree
Languages
- English – Business Fluent
- French – Business Fluent
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of Julius Baer and processed the information on Nejo with the help of AI for you. Despite careful analysis, some information may be incomplete or inaccurate. Please always verify all details in the original posting! Content and copyrights of the original posting belong to the advertising company.
Like this job?
BetaYour Career Agent finds similar jobs for you every day.
About the Company
Julius Baer
Industry
FinancialServices
Description
Julius Baer is a leading wealth management company focused on providing impactful, entrepreneurial, and empowered services to create value beyond wealth.
Not a perfect match?
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