Skip to content
New Job?Nejo!

Your personal AI career agent

Back
JUJulius Baer

Account Manager Private Banking - NRI Switzerland(m/w/x)

Zürich
Full-timeOn-siteExperienced
Apply now

Operational account management and client documentation for international wealth management clients. Excellent situational adaptability essential. Independent work setup.

Requirements

  • Excellent situational adaptability
  • Friendly, trustworthy, discreet personality
  • Proactive and independent work approach
  • Positive attitude and open mind
  • Willingness to take initiative
  • High service orientation and passion
  • Exceptional professional communication skills
  • Commitment to excellence and improvement
  • Systematic, precise, diligent working style
  • Teamwork skills
  • High integrity and ethical behavior
  • Willingness to help and train
  • Affinity with specific geographic markets
  • Understanding of Private Banking products
  • Advanced knowledge of financial markets
  • 5 years ARM experience or 3 years ARM experience and higher degree
  • Excellent verbal and written language skills
  • Track record in servicing banking clients
  • Completion of internal training programme

Tasks

  • Manage account administration and documentation formalities
  • Maintain high-quality client relationship documentation and legal forms
  • Handle operational account management and clear system alerts
  • Participate in and lead portions of client meetings
  • Maintain accurate client data within CRM systems
  • Interact independently with clients regarding account management
  • Support Relationship Managers with systems, applications, and processes
  • Provide operational coverage and client interaction during absences
  • Compile presentations and draft investment proposals
  • Support marketing activities and create customized client reports
  • Manage calendars, business trips, and meeting post-processing
  • Lead internal projects impacting account relationships
  • Share research and ideas to improve team productivity
  • Manage expense claim processes for the team
  • Monitor risks and escalate compliance concerns independently
  • Ensure adherence to local regulations and internal policies
  • Clear pending items and escalated deficiencies promptly
  • Document client interactions accurately in CRM tools

Work Experience

  • 3 years

Education

  • Bachelor's degreeOR
  • Master's degree

Languages

  • 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.

Like this job?

Beta

Your Career Agent finds similar jobs for you every day.

Noch nicht perfekt?

100+ Ähnliche Jobs in ZürichAlle ansehen
  • Julius Baer

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

    Vollzeitnur vor OrtBerufserfahren
    Zürich
  • CH10 - BJB Bank Julius Baer & Co. Ltd.

    Account Manager Private Banking for CEE(m/w/x)

    Vollzeitnur vor OrtBerufserfahren
    Zürich
  • Julius Baer

    Account Manager Intermediaries(m/w/x)

    Vollzeitnur vor OrtBerufserfahren
    Zürich
  • Bank Julius Baer & Co. Ltd.

    Assistant Relationship Manager Private Banking - Germany & Austria(m/w/x)

    Vollzeitnur vor OrtBerufserfahren
    Zürich
  • Julius Baer

    Junior Account Manager(m/w/x)

    Vollzeitnur vor OrtSenior
    Zürich
Alle 100+ ähnlichen Jobs ansehen
Apply now