Julius Baer
Account Manager Middle East & Africa(m/w/x)
Full-timeOn-siteExperienced
Zürich
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JUJulius Baer
Account Manager Intermediaries(m/w/x)
Zürich
Full-timeOn-siteExperienced
Nejo AI Summary
Managing client identification, legal forms, and CRM data for wealth management intermediaries. Excellent situational adaptability and proactive work approach expected. Independent stakeholder interaction.
Requirements
- Excellent situational adaptability
- Friendly, trustworthy, discreet personality
- Proactive and independent work approach
- Positive attitude and open-mindedness
- Initiative to take extra responsibilities
- High service orientation
- Exceptional professional communication skills
- Commitment to excellence and innovation
- Systematic, precise, diligent working style
- Teamwork skills
- High integrity and ethical behavior
- Willingness to help and train colleagues
- Affinity with specific geographic markets
- Understanding of Intermediaries & Family Offices
- Advanced knowledge of financial markets
- 5 years ARM experience or 3 years with degree
- Excellent verbal and written language skills
- Experience servicing complex banking clients
- Completion of internal AM training
Tasks
- Manage account administration and documentation formalities
- Maintain high-quality client identification and legal forms
- Handle daily operational account management and system alerts
- Update and maintain accurate client CRM data
- Interact independently with internal and external stakeholders
- Provide clients with customized information and reports
- Support Relationship Managers in implementing tailored solutions
- Participate in and lead portions of client meetings
- Channel client feedback to improve internal bank processes
- Ensure operational coverage for the team during absences
Education
- Bachelor's degree
Languages
- English – Business Fluent
Tools & Technologies
- CFA
- AZEK
- CAIA
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.
Not a perfect match?
- Julius Baer
Account Manager Private Banking - NRI Switzerland(m/w/x)
Full-timeOn-siteExperiencedZürich - CH10 - BJB Bank Julius Baer & Co. Ltd.
Business Manager Intermediaries(m/w/x)
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Full-timeOn-siteSeniorZürich - BVZH Bank Vontobel AG
Account Manager(m/w/x)
Full-timeOn-siteSeniorZürich
JUJulius Baer
Account Manager Intermediaries(m/w/x)
Zürich
Full-timeOn-siteExperienced
Nejo AI Summary
Managing client identification, legal forms, and CRM data for wealth management intermediaries. Excellent situational adaptability and proactive work approach expected. Independent stakeholder interaction.
Requirements
- Excellent situational adaptability
- Friendly, trustworthy, discreet personality
- Proactive and independent work approach
- Positive attitude and open-mindedness
- Initiative to take extra responsibilities
- High service orientation
- Exceptional professional communication skills
- Commitment to excellence and innovation
- Systematic, precise, diligent working style
- Teamwork skills
- High integrity and ethical behavior
- Willingness to help and train colleagues
- Affinity with specific geographic markets
- Understanding of Intermediaries & Family Offices
- Advanced knowledge of financial markets
- 5 years ARM experience or 3 years with degree
- Excellent verbal and written language skills
- Experience servicing complex banking clients
- Completion of internal AM training
Tasks
- Manage account administration and documentation formalities
- Maintain high-quality client identification and legal forms
- Handle daily operational account management and system alerts
- Update and maintain accurate client CRM data
- Interact independently with internal and external stakeholders
- Provide clients with customized information and reports
- Support Relationship Managers in implementing tailored solutions
- Participate in and lead portions of client meetings
- Channel client feedback to improve internal bank processes
- Ensure operational coverage for the team during absences
Education
- Bachelor's degree
Languages
- English – Business Fluent
Tools & Technologies
- CFA
- AZEK
- CAIA
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.
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 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.
Business Manager Intermediaries(m/w/x)
Full-timeOn-siteSeniorZürich - BVZH Bank Vontobel AG
Account Manager(m/w/x)
Full-timeOn-siteSeniorZürich - BVZH Bank Vontobel AG
Account Manager(m/w/x)
Full-timeOn-siteSeniorZürich