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

Bank Julius Bär & Co. Ltd.; Genf; On-site; CHF 90,000 - 130,000; Full time

Job summary

Julius Baer in Geneva seeks an Account Manager Intermediaries (AM) to support client administration and daily operational tasks, collaborating with the Relationship Manager. You will handle orders, client requests, and trade execution, delivering accurate documentation and timely information to clients and internal partners.

The AM operates without a client book, works with internal and external stakeholders, and strives for top-quality service, process improvement, and risk-aware, compliant

Qualifications

• Proven track record servicing banking clients with complex needs.
• Strong knowledge of global financial markets and industry developments.
• Fluency in French and English (spoken and written).

Responsibilities

• Supports the RMs and the team in client interactions 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 RMs.
• Provides clients with verbal and/or written information and data, giving neither advice nor any statement of opinion as value judgement.
• Handles and executes clients' requests by processing orders, trades, transactions and payments.

Skills

Client servicing

Fluent FR/EN

MS Office skills

Job description

Account Manager Intermediaries (AM)

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.

The Account Manager Intermediaries (AM) takes ownership of the account administration, documentation formalities and tasks in daily operations and projects impacting the account administration. The responsibilities include order placement, handling of client requests, execution of trades and providing administrative support to the team.

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 as well as social skills when liaising with clients and the RM.

The AM ensures the operational client account management and interacts with internal as well as external stakeholders independently, provides clients with relevant information and supports the RM in implementing customized solutions.

Furthermore, the AM acts as role model in bringing the best service quality to clients, RMs and Group Head (GH) in a fast, professional and friendly manner, 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 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

Client Administration & Management

• Supports the RMs and the team in client interactions 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 RMs
• Provides clients with verbal and/or written information and data, giving neither advice nor any statement of opinion as value judgement
• Handles and executes clients' requests by processing orders, trades, transactions and, payments (outside e-channels)

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

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

• Proven track record in servicing banking clients with complex needs (on boarding of new clients, maintaining and extending current relationships)
• Sound affinity with the Middle East, i.e. familiar with the legal and regulatory environment as well as cultural awareness
• Excellent organisational skills, able to work swiftly, independently within the Account Manager's scope and accurately even when under pressure
• Proactive, friendly, team player and solutions oriented
• Impeccable presentation and communication skills
• Highly service oriented and passionate about client servicing
• Strong integrity, ethics, and risk awareness combined with solid client-focused mindset
• Advanced knowledge of global financial markets and current developments in the industry
• Strong fluency in French and English (oral and written).
• Additional language an asset
• Very good MS Office skills

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

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.