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

Julius Baer; Genf; In loco; CHF 100.000 - 140.000; Tempo pieno

Descrizione del lavoro

Julius Baer in Geneva seeks a Client Administration & Management professional to support Relationship Managers, manage client records, and prepare system-based reports. The role requires deep knowledge of banking client servicing, strong regulatory awareness, and fluent French and English communication.

You will drive process improvements, collaborate actively, and maintain impeccable documentation while upholding strict compliance and risk controls.

Competenze

• Proven track record servicing banking clients with complex needs.
• Strong fluency in French and English (oral and written).
• Excellent organisational skills and ability to work independently under pressure.
• Proactive, friendly, team player and solutions oriented.
• Impeccable presentation and communication skills.
• Highly service oriented and client-focused mindset.
• Strong integrity, ethics, and risk awareness.

Mansioni

• Supports RMs and team in client interactions in all respects.
• Responds to 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 information/data; does not give advice or judgments.
• Processes client orders, trades, transactions and payments.
• Manages internal projects impacting RM account relationships and maintains documentation.
• Shares information to improve processes and productivity.
• Conducts reviews, plans ahead and documents work.
• Proposes improvements based on experience and observations.
• Adheres to compliance, legal guidelines, and internal policies.
• Acts as first line of risk defence and escalates issues as needed.

Conoscenze

French fluency

English fluency

Organisational skills

Client servicing

Risk awareness

Integrity

Communication skills

Proactive attitude

Strumenti

MS Office

Descrizione del lavoro

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.

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