At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together. In addition to the Assistant Relationship Manager (ARM) Private Banking role profile, the Account Manager Private Banking (AM) takes ownership of the account administration, documentation formalities and tasks in daily operations and projects impacting the account administration. In contrast to the Relationship Manager (RM), the AM does not have an own client book. The AM reaches out to clients where appropriate in close collaboration with the RM. He/she demonstrates excellent professional, personal and social skills when liaising with clients and the RM. The AM ensures the operational client account management and interacts with internal and external stakeholders independently, provides clients with relevant information and supports RMs in implementing customised solutions. Furthermore, the AM acts as role model in bringing the best service quality to clients, RMs and Group Heads (GHs) in a fast, professional and friendly manner, helping the team to manage and grow its current client base. YOUR CHALLENGE Client Administration & Management Ensures that accurate and high-quality client relationship documentation formalities are always met and maintained to a high standard including client identification documentation (CDB), account opening forms and other relevant legal forms Actively ensures that operational account management is undertaken professionally, with all tasks/system alerts cleared directly where possible or via RM if investment-related advice is needed Participates in client meetings and even leads parts of the meeting (e.g. documentation formalities, compliance, other requests of the client) when appropriate Actively maintains client key data in liaison with RMs to ensure CRM and other data sets are correct for good maintenance of the relationship Interacts with clients in an independent and professional manner in all aspects of account management Proactively takes the lead in supporting the RMs/GH in client relationship and all related tasks (systems, applications, processes, documents, etc.), with high-quality, precision and timely responsiveness Ensures operational coverage and client interaction (not advice) within the team during absences Compiles presentations, independently drafts investment proposals and supports in marketing activities Creates and provides clients with customised information, reports and statistics when appropriate Manages the RM/GH’s calendar, prepares client meetings, organizes business trips, completes the post processing of client calls, client meetings or business trips for RMs/GHs on his/her own Business Management Manages the internal projects which impact the account relationships of an RM, directly solving the administrative issues that arise and ensuring that all relevant systems are maintained and updated and all documentation collected as necessary Collects and shares relevant information, ideas, findings and research with colleagues to improve processes and to increase productivity and quality Conducts reviews, plans ahead and documents his/her own work at all times Provides professional input proposals for improvements based on experience, incident occurrence or observation Manages the expense claim process for RMs/GH proactively Risk Management & Controls Actively helps managing risk (support first line of defence), i.e. in client documentation, by raising concerns, following up on issues independently and by escalating when in doubt Ensures adherence to local regulations and compliance with internal policies and standards (e.g. new account openings, payment instructions, reviewing client phone calls or signing off at own level of competence etc.) in collaboration with the respective RMs and GH Ensures timely clearance of pending items and escalated deficiencies Ensures appropriate ethical and compliant behaviour in his/her area of responsibility Ensures correct, meaningful and understandable documentation of client interaction/client orders in the corresponding tools (e.g. CRM, DiAS) YOUR PROFILE Personal & Social Skills Excellent situational adaptability (able to work with RMs and clients from diverse backgrounds)Friendly, trustworthy and discreet personality with a high level of risk awareness Proactive and independent work approach Positive “can do” attitude and approaches challenges with an open mind Takes on extra responsibilities at own initiative Highly service oriented and passionate about client servicing Exceptional communication skills and always communicates in a friendly, competent and professional manner Aims for excellence by finding ways to do things smarter, faster, better and is also not afraid to question a status quo Systematic, precise and diligent working style and the ability to perform exceedingly well under pressure A natural team player High personal integrity and ethical behaviour Professional Skills Sound affinity with the geographic market(s) covered, i.e. familiar with the legal and regulatory environment as well as cultural awareness Deep understanding of relevant products, services as well as tools in Private Banking Advanced knowledge of global financial markets and current developments in the industry Education & Experience Either at least 5 years of experience as ARM or 3 years of experience as ARM and job-related higher degree (e.g. Bachelor, CFA/AZEK/CAIA), without counting apprenticeship period Excellent language skills (verbal and written) according to specific market requirements Proven track record in servicing banking clients with complex needs (on boarding of new clients, maintaining and extending current relationships) Successful completion of the internal AM PB certification programme We are looking forward to receiving your full job application through our online application tool. Further interesting job opportunities can be found on our Career site. Is this not quite what you are looking for? Set up a job alert by creating a candidate account here. The international reference in wealth management Julius Baer is the leading Swiss wealth management group. We focus on servicing and advising sophisticated private clients from around the world, taking into account what truly matters to them – in their business and personal life, today and for future generations. Headquartered in Zurich, we are present in around 60 locations worldwide, including Bangkok, Dubai, Dublin, Frankfurt, Geneva, Hong Kong, London, Luxembourg, Madrid, Mexico City, Milan, Monaco, Mumbai, Santiago de Chile, Shanghai, Singapore, Tel Aviv, and Tokyo. Why join Julius Baer? At Julius Baer our employees enjoy the benefits of a global company with the support and collegiality of a much smaller one. We are growing quickly, but we remain dedicated to maintaining our accessible structure with flat hierarchies, and approachable and supportive leaders. With offices around the world, we offer an international and stimulating work environment and the opportunity to work with a diverse team of highly motivated colleagues, bringing the best of the bank to our clients. Our core values of Care, Passion, and Excellence define the tone of how we interact with each other and our partners. Committed to your success Whether nurturing young talent with our renowned apprentice scheme, enabling ambitious university graduates to put theory into practice with our Graduate Programme, or providing first-class opportunities for experienced professionals, we look after our employees. We believe in continuous learning as a company and as individuals, which is why we put a focus on the health and well-being of our employees and offer flexible working options, a wide array of benefits, and extensive career development programmes. For more information visit www.juliusbaer.com or contact us via the Contact Form. For recruiting agents, please see the additional information here.

Account Manager Private Banking, Maternity Coverage for 10 to 12 months, Geneva, 100%, (f/m/d).

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