Julius Baer
Account Manager Intermediaries(m/w/x)
Full-timeOn-siteExperienced
Zürich
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Client data management and documentation for wealth management. Situational adaptability and proactive work approach required. Daily client meetings, system alert management.
Requirements
- 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
Tasks
- 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
Work Experience
- approx. 3 years
Languages
- English – Business Fluent
Tools & Technologies
- Intermediaries & Family Offices tools
- global financial markets
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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Assistant Relationship Manager Iberia(m/w/x)
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Client data management and documentation for wealth management. Situational adaptability and proactive work approach required. Daily client meetings, system alert management.
Requirements
- 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
Tasks
- 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
Work Experience
- approx. 3 years
Languages
- English – Business Fluent
Tools & Technologies
- Intermediaries & Family Offices tools
- global financial markets
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
The company shapes the future of wealth management by empowering individuals to create value beyond wealth.
Not a perfect match?
- Julius Baer
Account Manager Intermediaries(m/w/x)
Full-timeOn-siteExperiencedZürich - CH10 - BJB Bank Julius Baer & Co. Ltd.
Account Manager Private Banking for CEE(m/w/x)
Full-timeOn-siteExperiencedZürich - Julius Baer
Account Manager Middle East & Africa(m/w/x)
Full-timeOn-siteExperiencedZürich - Julius Baer
Account Manager Private Banking - NRI Switzerland(m/w/x)
Full-timeOn-siteExperiencedZürich - CH10 - BJB Bank Julius Baer & Co. Ltd.
Assistant Relationship Manager Iberia(m/w/x)
Full-timeOn-siteExperiencedZürich