Julius Baer
Account Manager Private Banking - NRI Switzerland(m/w/x)
Full-timeOn-siteExperienced
Zürich
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JUJulius Baer
Account Manager Middle East & Africa(m/w/x)
Zürich
Full-timeOn-siteExperienced
Nejo AI Summary
Operational account management and client identification for wealth management clients. Proactive and independent work approach expected. Focus on administrative and compliance support for high-net-worth individuals.
Requirements
- Excellent situational adaptability
- Friendly, trustworthy, discreet personality and risk awareness
- Proactive and independent work approach
- Positive attitude and open-mindedness
- Willingness to take initiative
- High service orientation and passion
- Exceptional professional communication skills
- Commitment to excellence and innovation
- Systematic, precise style and pressure resistance
- Teamwork skills
- High personal integrity and ethics
- Willingness to help and train colleagues
- Affinity with geographic markets and regulations
- Profound understanding of Private Banking products
- Advanced knowledge of global financial markets
- 5 years ARM experience or 3 years and degree
- Excellent German and English skills
- Track record in servicing complex clients
- Completion of internal AM PB training
Tasks
- Manage account administration and documentation formalities
- Maintain high-quality client identification and legal forms
- Handle operational account management and system alerts
- Liaise with clients on administrative and compliance matters
- Update and maintain accurate CRM client data
- Support Relationship Managers with high-quality administrative tasks
- Provide operational coverage for the team during absences
- Compile presentations and draft investment proposals
- Create customized client reports and statistics
- Coordinate calendars, business trips, and meeting preparations
- Lead internal projects impacting account relationships
- Share research and ideas to improve productivity
- Propose process improvements based on daily observations
- Manage expense claim processes for the team
- Monitor risks and escalate compliance concerns
- Adhere to local regulations and internal policies
- Clear pending items and escalated deficiencies promptly
- Document client interactions in CRM and internal tools
Work Experience
- 3 years
Education
- Bachelor's degreeOR
- Master's degree
Languages
- German – Business Fluent
- English – Business Fluent
Tools & Technologies
- Private Banking tools
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
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JUJulius Baer
Account Manager Middle East & Africa(m/w/x)
Zürich
Full-timeOn-siteExperienced
Nejo AI Summary
Operational account management and client identification for wealth management clients. Proactive and independent work approach expected. Focus on administrative and compliance support for high-net-worth individuals.
Requirements
- Excellent situational adaptability
- Friendly, trustworthy, discreet personality and risk awareness
- Proactive and independent work approach
- Positive attitude and open-mindedness
- Willingness to take initiative
- High service orientation and passion
- Exceptional professional communication skills
- Commitment to excellence and innovation
- Systematic, precise style and pressure resistance
- Teamwork skills
- High personal integrity and ethics
- Willingness to help and train colleagues
- Affinity with geographic markets and regulations
- Profound understanding of Private Banking products
- Advanced knowledge of global financial markets
- 5 years ARM experience or 3 years and degree
- Excellent German and English skills
- Track record in servicing complex clients
- Completion of internal AM PB training
Tasks
- Manage account administration and documentation formalities
- Maintain high-quality client identification and legal forms
- Handle operational account management and system alerts
- Liaise with clients on administrative and compliance matters
- Update and maintain accurate CRM client data
- Support Relationship Managers with high-quality administrative tasks
- Provide operational coverage for the team during absences
- Compile presentations and draft investment proposals
- Create customized client reports and statistics
- Coordinate calendars, business trips, and meeting preparations
- Lead internal projects impacting account relationships
- Share research and ideas to improve productivity
- Propose process improvements based on daily observations
- Manage expense claim processes for the team
- Monitor risks and escalate compliance concerns
- Adhere to local regulations and internal policies
- Clear pending items and escalated deficiencies promptly
- Document client interactions in CRM and internal tools
Work Experience
- 3 years
Education
- Bachelor's degreeOR
- Master's degree
Languages
- German – Business Fluent
- English – Business Fluent
Tools & Technologies
- Private Banking tools
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 Private Banking - NRI Switzerland(m/w/x)
Full-timeOn-siteExperiencedZürich - Julius Baer
Account Manager Intermediaries(m/w/x)
Full-timeOn-siteExperiencedZürich - BVZH Bank Vontobel AG
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Full-timeOn-siteSeniorZürich - BVZH Bank Vontobel AG
Account Manager(m/w/x)
Full-timeOn-siteSeniorZürich - LGT Bank (Schweiz) AG
Assistant Relationship Manager – Swiss Onshore Market(m/w/x)
Full-timeOn-siteExperiencedZürich