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
Client data management and operational account tasks for wealth management. Situational adaptability and proactive work approach required. Daily client interaction, system alert management.
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
- Helpful colleague, trainer, participant in Buddy Programme
- 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
- Ensure accurate client relationship documentation
- Manage operational account tasks and system alerts
- Participate in and lead client meetings as needed
- Maintain client key data with Relationship Manager
- Interact professionally with clients for account management
- Support Relationship Managers and Team Heads in client tasks
- Provide operational coverage during team absences
- Compile presentations and draft investment proposals
- Create customized client information and reports
- Manage Relationship Manager and Team Head calendars
- Prepare and organize client meetings and business trips
- Complete post-processing of client interactions
- Manage internal projects impacting account relationships
- Solve administrative issues and update relevant systems
- Collect and share information to improve processes
- Organize work efficiently and comply with regulations
- Conduct reviews and document work regularly
- Propose improvements based on experience and observations
- Manage expense claim process for Relationship Managers
- 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 years
Education
- Bachelor's degreeOR
- Master's degree
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
Client data management and operational account tasks for wealth management. Situational adaptability and proactive work approach required. Daily client interaction, system alert management.
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
- Helpful colleague, trainer, participant in Buddy Programme
- 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
- Ensure accurate client relationship documentation
- Manage operational account tasks and system alerts
- Participate in and lead client meetings as needed
- Maintain client key data with Relationship Manager
- Interact professionally with clients for account management
- Support Relationship Managers and Team Heads in client tasks
- Provide operational coverage during team absences
- Compile presentations and draft investment proposals
- Create customized client information and reports
- Manage Relationship Manager and Team Head calendars
- Prepare and organize client meetings and business trips
- Complete post-processing of client interactions
- Manage internal projects impacting account relationships
- Solve administrative issues and update relevant systems
- Collect and share information to improve processes
- Organize work efficiently and comply with regulations
- Conduct reviews and document work regularly
- Propose improvements based on experience and observations
- Manage expense claim process for Relationship Managers
- 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 years
Education
- Bachelor's degreeOR
- Master's degree
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
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(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 - BVZH Bank Vontobel AG
Client Associate(m/w/x)
Full-timeOn-siteExperiencedSankt Gallen - SGKB
Senior Berater:in Finanzplanung und Vorsorge(m/w/x)
Full-timeOn-siteSeniorSankt Gallen