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CHCH10 - BJB Bank Julius Baer & Co. Ltd.

Account Manager Private Banking, Middle East & Africa(m/w/x)

Genf
Full-timeRemoteExperienced
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Client account management and operational task execution for private banking clients in MEA. 5 years of ARM experience or 3 years with higher degree required. Support for Relationship Managers in customized solution implementation.

Requirements

  • 5 years of experience as ARM or 3 years of experience as ARM and job related higher degree
  • Proven track-record servicing banking clients
  • Successful completion of internal AM PB training
  • Good knowledge of market, legal, regulatory environment
  • Profound understanding of Private Banking products, services, tools
  • Good knowledge of global financial markets
  • Excellent situational adaptability
  • Friendly, trustworthy, discreet personality
  • High level of risk awareness
  • Proactive and independent work approach
  • Takes on extra responsibilities at own initiative
  • Highly service-oriented
  • Passionate about client servicing
  • Exceptional communication skills
  • Friendly, competent, professional communication
  • High personal integrity
  • Ethical behaviour

Tasks

  • Collaborate with Relationship Manager and Team Head on client outreach
  • Demonstrate professional, personal, and social skills in client interactions
  • Manage operational client account tasks independently
  • Provide clients with relevant information
  • Support Relationship Manager in implementing customized solutions
  • Act as a role model for service quality
  • Embody Julius Baer values (Care, Passion, Excellence)
  • Help manage and grow the client base
  • Channel client feedback to relevant individuals and departments
  • Ensure excellent account administration
  • Support Relationship Managers in client relationship management
  • Participate in client meetings and lead specific parts
  • Clear tasks and system alerts directly or via Relationship Manager
  • Maintain high-quality client relationship documentation
  • Process client orders and manage account activities
  • Prepare and update KYC documentation with Relationship Managers
  • Focus on AML monitoring and regulatory notifications
  • Interact professionally with clients in all account management aspects
  • Compile presentations and draft investment proposals
  • Support marketing activities
  • Solve administrative issues and maintain systems and documentation
  • Organize business trips and client meetings
  • Deputize for peers and Relationship Managers during absences

Work Experience

  • 3 years

Education

  • Bachelor's degree

Languages

  • English – Native
  • French – Basic
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of CH10 - BJB Bank Julius Baer & Co. Ltd. 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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