Julius Baer
Account Manager Private Banking(m/w/x)
Full-timeOn-siteExperienced
Sankt Gallen
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JUJulius Baer
Account Manager Private Banking(m/w/x)
Sankt Gallen
Full-timeOn-siteExperienced
Nejo AI Summary
Account administration and documentation for wealth management clients. Situational adaptability and discretion required. Collaboration with Relationship Managers on client interactions.
Requirements
- Situational adaptability with diverse backgrounds
- Friendly, trustworthy, discreet personality with risk awareness
- Proactive and independent work approach
- Positive attitude and open-minded approach to challenges
- Takes on extra responsibilities proactively
- Service oriented and passionate about client servicing
- Exceptional communication skills (friendly, competent, professional)
- Aims for excellence and questions status quo
- Systematic, precise, diligent working style under pressure
- Team player
- High personal integrity and ethical behaviour
- Go-to person, helps colleagues, trains others
- Affinity with geographic market (legal, regulatory, cultural)
- Profound understanding of Private Banking products, services, tools
- Advanced knowledge of global financial markets and industry developments
- 5 years ARM experience or 3 years ARM with higher degree
- Excellent German and English language skills
- Proven track record servicing banking clients with complex needs
- Successful completion of internal AM PB training programme
Tasks
- Manage account administration and documentation formalities
- Collaborate with Relationship Managers (RMs) on client interactions
- Ensure high-quality client relationship documentation
- Handle operational account management tasks
- Participate in and lead parts of client meetings
- Maintain client key data in CRM systems
- Interact professionally with clients for account management
- Support RMs and Team Heads (THs) in client relationship tasks
- Provide operational coverage during team absences
- Draft investment proposals and marketing materials
- Create customized client information and reports
- Manage RMs' and THs' calendars and prepare client meetings
- Organize business trips and post-meeting follow-ups
- Lead internal projects impacting account relationships
- Solve administrative issues and update relevant systems
- Collect and share information to improve processes
- Ensure efficient and compliant self-organization
- Conduct reviews and document work
- Propose professional input for improvements
- Manage expense claim processes for RMs and THs
- Support risk management and compliance
- Ensure adherence to local regulations and internal policies
- Clear pending items and escalated deficiencies
- Maintain ethical and compliant behavior
- Document client interactions and orders accurately
Work Experience
- 3 - 5 years
Languages
- German – Business Fluent
- English – Business Fluent
Tools & Technologies
- Private Banking products
- Private Banking services
- 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.
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JUJulius Baer
Account Manager Private Banking(m/w/x)
Sankt Gallen
Full-timeOn-siteExperienced
Nejo AI Summary
Account administration and documentation for wealth management clients. Situational adaptability and discretion required. Collaboration with Relationship Managers on client interactions.
Requirements
- Situational adaptability with diverse backgrounds
- Friendly, trustworthy, discreet personality with risk awareness
- Proactive and independent work approach
- Positive attitude and open-minded approach to challenges
- Takes on extra responsibilities proactively
- Service oriented and passionate about client servicing
- Exceptional communication skills (friendly, competent, professional)
- Aims for excellence and questions status quo
- Systematic, precise, diligent working style under pressure
- Team player
- High personal integrity and ethical behaviour
- Go-to person, helps colleagues, trains others
- Affinity with geographic market (legal, regulatory, cultural)
- Profound understanding of Private Banking products, services, tools
- Advanced knowledge of global financial markets and industry developments
- 5 years ARM experience or 3 years ARM with higher degree
- Excellent German and English language skills
- Proven track record servicing banking clients with complex needs
- Successful completion of internal AM PB training programme
Tasks
- Manage account administration and documentation formalities
- Collaborate with Relationship Managers (RMs) on client interactions
- Ensure high-quality client relationship documentation
- Handle operational account management tasks
- Participate in and lead parts of client meetings
- Maintain client key data in CRM systems
- Interact professionally with clients for account management
- Support RMs and Team Heads (THs) in client relationship tasks
- Provide operational coverage during team absences
- Draft investment proposals and marketing materials
- Create customized client information and reports
- Manage RMs' and THs' calendars and prepare client meetings
- Organize business trips and post-meeting follow-ups
- Lead internal projects impacting account relationships
- Solve administrative issues and update relevant systems
- Collect and share information to improve processes
- Ensure efficient and compliant self-organization
- Conduct reviews and document work
- Propose professional input for improvements
- Manage expense claim processes for RMs and THs
- Support risk management and compliance
- Ensure adherence to local regulations and internal policies
- Clear pending items and escalated deficiencies
- Maintain ethical and compliant behavior
- Document client interactions and orders accurately
Work Experience
- 3 - 5 years
Languages
- German – Business Fluent
- English – Business Fluent
Tools & Technologies
- Private Banking products
- Private Banking services
- 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?
BetaYour Career Agent finds similar jobs for you every day.
About the Company
Julius Baer
Industry
FinancialServices
Description
Julius Baer is a leading wealth management company focused on providing impactful, entrepreneurial, and empowered services to create value beyond wealth.
Not a perfect match?
- Julius Baer
Account Manager Private Banking(m/w/x)
Full-timeOn-siteExperiencedSankt Gallen - SGKB
Kundenberater:in Private Banking Affluent International(m/w/x)
Full-timeOn-siteExperiencedSankt Gallen - SGKB
Fachspezialist:in Privatkunden(m/w/x)
Full-timeOn-siteExperiencedSankt Gallen - MF Group AG
Kredit Officer(m/w/x)
Full-timeOn-siteExperiencedSankt Gallen - BVZH Bank Vontobel AG
Client Associate(m/w/x)
Full-timeOn-siteExperiencedSankt Gallen