Julius Baer
Account Manager Middle East & Africa(m/w/x)
Full-timeOn-siteExperienced
Zürich
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CHCH10 - BJB Bank Julius Baer & Co. Ltd.
Account Manager Private Banking for CEE(m/w/x)
Zürich
Full-timeOn-siteExperienced
Nejo AI Summary
Private banking client relationship management for CEE region, focusing on documentation and CRM data maintenance. Commercial apprenticeship and higher degree required. Daily client interaction, operational account tasks, and system alert management.
Requirements
- Commercial apprenticeship and related higher degree
- Proven track record servicing banking clients
- Experience in Compliance topics and regulations
- Proficient Microsoft Office skills
- Strong organizational skills
- Service oriented, discreet, responsible
- Friendly, open personality, professional appearance
- Independent, organized, swift, accurate under pressure
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 in CRM systems
- Interact professionally with clients for account management
- Support RMs and THs in client relationship tasks
- Provide operational coverage during team absences
- Compile presentations and draft investment proposals
- Create customized client information and reports
- Manage RM and TH calendars and prepare meetings
- Organize business trips and post-meeting follow-ups
- Handle internal projects impacting account relationships
- Collect and share information to improve processes
- Ensure efficient and compliant self-organization
- Conduct reviews and document work
- Propose improvements based on experience
- Manage expense claim process for RMs and THs
- Support risk management and compliance
- Adhere to local regulations and internal policies
- Clear pending items and escalate deficiencies
- Maintain ethical and compliant behavior
- Document client interactions and orders accurately
Work Experience
- 4 - 5 years
Education
- Vocational certificationOR
- Bachelor's degree
Languages
- English – Native
- German – Basic
- Russian – Basic
Tools & Technologies
- Microsoft Office
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 for CEE(m/w/x)
Zürich
Full-timeOn-siteExperienced
Nejo AI Summary
Private banking client relationship management for CEE region, focusing on documentation and CRM data maintenance. Commercial apprenticeship and higher degree required. Daily client interaction, operational account tasks, and system alert management.
Requirements
- Commercial apprenticeship and related higher degree
- Proven track record servicing banking clients
- Experience in Compliance topics and regulations
- Proficient Microsoft Office skills
- Strong organizational skills
- Service oriented, discreet, responsible
- Friendly, open personality, professional appearance
- Independent, organized, swift, accurate under pressure
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 in CRM systems
- Interact professionally with clients for account management
- Support RMs and THs in client relationship tasks
- Provide operational coverage during team absences
- Compile presentations and draft investment proposals
- Create customized client information and reports
- Manage RM and TH calendars and prepare meetings
- Organize business trips and post-meeting follow-ups
- Handle internal projects impacting account relationships
- Collect and share information to improve processes
- Ensure efficient and compliant self-organization
- Conduct reviews and document work
- Propose improvements based on experience
- Manage expense claim process for RMs and THs
- Support risk management and compliance
- Adhere to local regulations and internal policies
- Clear pending items and escalate deficiencies
- Maintain ethical and compliant behavior
- Document client interactions and orders accurately
Work Experience
- 4 - 5 years
Education
- Vocational certificationOR
- Bachelor's degree
Languages
- English – Native
- German – Basic
- Russian – Basic
Tools & Technologies
- Microsoft Office
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.
About the Company
CH10 - BJB Bank Julius Baer & Co. Ltd.
Industry
FinancialServices
Description
The company is focused on wealth management, providing personalized financial services and solutions to clients.
Not a perfect match?
- Julius Baer
Account Manager Middle East & Africa(m/w/x)
Full-timeOn-siteExperiencedZürich - Julius Baer
Account Manager Private Banking - NRI Switzerland(m/w/x)
Full-timeOn-siteExperiencedZürich - Julius Baer
Account Manager Intermediaries(m/w/x)
Full-timeOn-siteExperiencedZürich - Rothschild & Co
Intern Private Clients Central & Eastern Europe(m/w/x)
Full-timeInternshipOn-siteZürich - BBVA SUIZA
Client Manager(m/w/x)
Full-timeOn-siteExperiencedZürich