CH10 - BJB Bank Julius Baer & Co. Ltd.
Account Manager Private Banking, Middle East & Africa(m/w/x)
Full-timeRemoteExperienced
Genf
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CHCH10 - BJB Bank Julius Baer & Co. Ltd.
Account Manager Private Banking(m/w/x)
Genf
Full-timeRemoteSenior
Nejo AI Summary
Supporting Private Banking Relationship Managers with client outreach and customized solution implementation. At least 5 years ARM experience or 3 years ARM experience and higher degree required. Daily client account management and regulatory environment support.
Requirements
- At least 5 years ARM experience or 3 years ARM experience and higher degree
- Proven track-record servicing banking clients
- Successful completion of internal AM PB training
- Good knowledge of legal/regulatory environment
- Profound understanding of Private Banking products/services
- 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 Managers and Team Heads on client outreach
- Demonstrate professional, personal, and social skills in client interactions
- Manage operational client account tasks independently
- Provide clients with relevant information and support
- Support Relationship Managers 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 and lead parts of client meetings
- Clear tasks and system alerts directly or via Relationship Managers
- Maintain high-quality client relationship documentation
- Process client orders and manage accounts
- Prepare and update KYC documentation
- 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
- Organize business trips and client meetings
- Deputize for peers and Relationship Managers during absences
Work Experience
- 5 years
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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CHCH10 - BJB Bank Julius Baer & Co. Ltd.
Account Manager Private Banking(m/w/x)
Genf
Full-timeRemoteSenior
Nejo AI Summary
Supporting Private Banking Relationship Managers with client outreach and customized solution implementation. At least 5 years ARM experience or 3 years ARM experience and higher degree required. Daily client account management and regulatory environment support.
Requirements
- At least 5 years ARM experience or 3 years ARM experience and higher degree
- Proven track-record servicing banking clients
- Successful completion of internal AM PB training
- Good knowledge of legal/regulatory environment
- Profound understanding of Private Banking products/services
- 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 Managers and Team Heads on client outreach
- Demonstrate professional, personal, and social skills in client interactions
- Manage operational client account tasks independently
- Provide clients with relevant information and support
- Support Relationship Managers 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 and lead parts of client meetings
- Clear tasks and system alerts directly or via Relationship Managers
- Maintain high-quality client relationship documentation
- Process client orders and manage accounts
- Prepare and update KYC documentation
- 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
- Organize business trips and client meetings
- Deputize for peers and Relationship Managers during absences
Work Experience
- 5 years
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.
Like this job?
BetaYour Career Agent finds similar jobs for you every day.
About the Company
CH10 - BJB Bank Julius Baer & Co. Ltd.
Industry
FinancialServices
Description
The company shapes the future of wealth management, focusing on individual empowerment and creating value beyond wealth.
Not a perfect match?
- CH10 - BJB Bank Julius Baer & Co. Ltd.
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