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CHCH10 - BJB Bank Julius Baer & Co. Ltd.

Account Manager(m/w/x)

Genf
Full-timeOn-siteExperienced
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Full client account lifecycle management, from onboarding to compliance, supporting Relationship Managers. Fluent French and English communication skills required. 4-day work week, company car for private use.

Requirements

  • Fluent in French and English
  • Client focus, integrity, discretion, and interpersonal skills
  • Adaptability and cultural awareness
  • Proactivity, independence, and solution-driven approach
  • Clear and professional communication in English and French
  • Minimum 5 years as ARM, or 3 years with relevant degree
  • Proven experience handling complex client mandates
  • In-depth knowledge of private banking products, services, systems, and market developments
  • Team player supporting colleagues and sharing knowledge

Tasks

  • Manage the full client account lifecycle, from onboarding to compliance
  • Support Relationship Managers and enhance client experiences
  • Own end-to-end client account administration
  • Ensure accurate and compliant documentation (KYC/CDB, account openings, legal forms) is completed and maintained
  • Manage day-to-day operational tasks
  • Resolve system alerts
  • Handle client requests independently
  • Coordinate with RMs for investment-related matters
  • Maintain and validate client key data and CRM records
  • Engage directly with clients professionally
  • Handle client inquiries
  • Facilitate client transactions
  • Lead non-advisory agenda items in meetings
  • Prepare client meetings
  • Manage calendars for RMs/Team Heads
  • Organize business trips
  • Conduct thorough follow-ups
  • Create tailored reports, presentations, and investment proposals
  • Support marketing and client event initiatives
  • Drive operational efficiency by managing internal projects affecting client accounts
  • Resolve administrative issues
  • Ensure systems and documentation are up to date
  • Proactively identify opportunities for process improvements
  • Share best practices to enhance team performance
  • Take ownership of expense claims
  • Provide administrative support for RMs/Team Heads
  • Support risk and compliance by identifying, addressing, and escalating potential issues
  • Ensure adherence to internal policies and local regulations
  • Guarantee timely resolution of pending items, audits, and control deficiencies
  • Document all client interactions and instructions clearly and completely in designated systems
  • Uphold ethical standards
  • Promote a culture of compliance, precision, and service excellence

Work Experience

  • 3 years

Education

  • Bachelor's degree

Languages

  • French – Fluent
  • English – Fluent
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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