Account Manager, Geneva, 100% (f/m/d)

Julius Baer; Genf; Vor Ort; CHF 70.000 - 110.000; Vollzeit

Zusammenfassung

Julius Baer in Geneva invites a motivated Account Manager to support the Private Banking team and RMs in daily client servicing.

You will handle client interactions, respond to inquiries, maintain records, and prepare system-based reports, while ensuring compliance and risk controls are observed. This role suits proactive professionals with strong communication and organizational skills.

Qualifikationen

• Fluency in French and English is essential.
• Strong organisational and multitasking abilities.
• Proactive and team-oriented with attention to risk controls.

Aufgaben

• Assist Relationship Managers with client interaction and servicing tasks.
• Coordinate client meetings and document preparation.
• Maintain records of client instructions and preferences.
• Process orders, trades, payments and client requests.
• Support investigations and cross-team collaboration.

Kenntnisse

Bilingual French English

Client service mindset

Organisational skills

Communication skills

Integrity and risk awareness

Tools

MS Office

Jobbeschreibung

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. Lets shape the future of wealth management together.

The Account Manager supports the Team and the Relationship Managers (RMs) with all tasks related to servicing Private Banking clients.

YOUR CHALLENGE

• Supports the RM and team in client interaction in all respects
• Responds to incoming calls and takes prompt action
• Maintains and updates records of client instructions, details, and preferences. Creates system-based reports for the RM
• Provides clients with verbal and/or written information and data, giving neither advice nor any statement of opinion as value judgement
• Processes orders, trades, transactions, payments placement (outside e-channels) and handles and executes clients requests

Business Management

• Organises and follows up client meetings, including logistics and document preparation
• Supports the RM in investigations and troubleshooting, maintaining close bank-internal cross-team/unit collaboration

Risk Management

• Full adherence at all times to compliance, legal guidelines, internal rules, regulations and policies
• Acts as the first line of risk defence, through raising concerns, following up on issues and escalating as necessary

YOUR PROFILE

• Excellent organisational skills, able to work swiftly, independently within the Assistant RM scope and accurately even when under pressure
• Proactive, friendly, team player and solution-oriented
• Impeccable presentation and communication skills
• Strong integrity, ethics and risk awareness combined with solid client-focused mindset
• Foundational knowledge of financial markets: structure, function and legal/regulatory environment as well as industry awareness
• Strong fluency in French and English (oral and written)
• Very good MS Office skills
• CWMA is a plus