Account Manager Intermediaries 100% (f/m/d)

Bank Julius Bär & Co. Ltd.; Zürich; Vor Ort; CHF 90.000 - 150.000; Vollzeit

Benefits dieser Stelle

Flexible working options

Wide array of benefits

Extensive career development

Zusammenfassung

Julius Baer in Zurich seeks an Account Manager Intermediaries & Family Offices (AM INT) to own account administration, documentation, and daily operational tasks. The AM INT supports RMs and interacts with internal and external stakeholders to deliver tailored solutions while upholding Julius Baer’s service standards.

The role emphasizes collaboration, accuracy, and proactive service in a fast-paced wealth management environment.

Qualifikationen

• Excellent language and client-facing communication.
• Proven track record servicing banking clients with complex needs.
• Able to liaise with RMs and teams to maintain client data.

Aufgaben

• Ensure accurate client documentation and account opening forms.
• Manage operational account administration and CRM data accuracy.
• Support RMs in client meetings and in delivering tailored solutions.
• Provide high-quality client information, reports and statistics.

Kenntnisse

Client servicing

Communication

Proactive work

Team player

Risk awareness

Ausbildung

Bachelor's degree

CFA/AZEK/CAIA beneficial

Tools

CRM software

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. Let’s shape the future of wealth management together.

In addition to the Assistant Relationship Manager (ARM) Intermediaries & Family Offices role profile, the Account Manager Intermediaries & Family Offices (AM INT) 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 INT does not have an own client book. The AM INT reaches out to clients where appropriate in close collaboration with the RM. He/she demonstrates excellent professional, personal as well as social skills when liaising with clients and the RM. The AM INT ensures the operational client account management and interacts with internal as well as external stakeholders independently, provides clients with relevant in-formation and supports the RM in implementing customized solutions. Furthermore, the AM INT acts as role model in bringing the best service quality to clients, RMs and Team Heads (THs) in a fast, professional and friendly manner, always living the Julius Baer values (Care, Passion, and Excellence) and thus, helping the team to manage and grow its current client base. He/she channels client feedback to the relevant individuals and departments within the Bank to foster continuous improvement and fast adaptation of processes. The AM INT shows professional commitment to ensuring excellent administration of the account, to clients as well as to the Bank and is willing to go the extra mile.

YOUR CHALLENGE

• 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 necessary
• Where appropriate is part of client meetings and even leads parts of the meeting (e.g. documentation formalities, compliance, other requests of the client) if case allows
• Actively maintains client key data in liaison with the RM 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/TH 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
• Creates and provides clients with customized information, reports and statistics, etc.

YOUR PROFILE

Personal and 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
• Team player
• High personal integrity and ethical behaviour
• Is a go-to person by e.g. helping colleagues, training other assistants, participating in the “Buddy Programme”

Professional & Technical Skills

• Sound affinity with the geographic market(s) covered, i.e. familiar with the legal and regulatory environment as well as cultural awareness
• Profound understanding of relevant products, services as well as tools in Intermediaries & Family Offices
• 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 the apprenticeship period
• Excellent language skills (verbal and written) in English. German and French a plus
• Proven track record in servicing banking clients with complex needs (on boarding of new clients, maintaining and extending current relationships)
• Successful completion of applicable internal AM Intermediaries & FO training programme

Why join Julius Baer?

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.

• flexible working options
• a wide array of benefits
• extensive career development programmes

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.