Account Manager Private Banking 100% for HISPA (f/m/d)

Julius Baer; Zürich; Vor Ort; CHF 120’000 - 180’000; Vollzeit

Zusammenfassung

At Julius Baer, the Account Manager in Private Banking is crucial for managing account administration and ensuring top-notch client service. With responsibilities ranging from documentation to proactive client interaction, this role requires a blend of excellent communication skills and significant private banking experience. Ideal candidates will embody a service-oriented mindset, ensuring the highest standards of client management.

Qualifikationen

• 5+ years of experience in Private Banking.
• Proven ability to service banking clients with complex needs.
• Excellent verbal and written language skills in English and Spanish; German is an asset.

Aufgaben

• Manages account administration and client relationships.
• Ensures compliance with internal policies and local regulations.
• Supports Relationship Managers in enhancing client services.

Kenntnisse

Client Management

Attention to Detail

Communication

Risk Awareness

Ausbildung

Commercial apprenticeship

Bachelor, CFA/AZEK/CAIA

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) Private Banking role profile, the Account Manager Private Banking (AM PB) takes ownership of account administration, documentation formalities, and tasks in daily operations and projects impacting account administration. Unlike the Relationship Manager (RM), the AM PB does not have an own client book. The AM PB 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 PB ensures operational client account management and interacts with internal and external stakeholders independently, providing clients with relevant information and supporting the RM in implementing customized solutions. Furthermore, the AM PB acts as a role model in delivering the best service quality to clients, RMs, and Team Heads (THs) in a fast, professional, and friendly manner, always embodying Julius Baer values (Care, Passion, and Excellence), thereby helping the team to manage and grow its current client base. He/she channels client feedback to relevant departments within the Bank to foster continuous improvement and rapid process adaptation. The AM PB shows professional commitment to excellent account administration for clients and the Bank and is willing to go the extra mile.

YOUR CHALLENGE

Client Administration & Management

• Ensures that accurate and high-quality client relationship documentation formalities are met and maintained at a high standard at all times, 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.
• Where appropriate, participates in client meetings and leads parts of the meeting (e.g., documentation formalities, compliance, other client requests) if the case allows.
• Maintains client key data liaising with the RM to ensure CRM and other datasets are correct for good maintenance of the relationship.
• Interacts with clients in an independent and professional manner in all aspects of account management.
• Proactively supports RMs/THs in client relationship management and 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.
• Prepares presentations, independently drafts investment proposals, and supports marketing activities.
• Creates and provides clients with customized information, reports, and statistics.
• Manages the RM/TH’s calendar, prepares client meetings, organizes business trips, and completes post-processing of client calls, meetings, or business trips for RMs/THs on their own.

Business Management

• Manages internal projects impacting the account relationships of an RM, directly resolving administrative issues that arise and ensuring 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 increase productivity and quality.
• Organizes himself/herself efficiently and compliantly, ensuring timely and appropriate information sharing with superiors.
• Conducts reviews, plans ahead, and documents his/her own work at all times.
• Provides professional input proposals for improvements based on experience, incidents, or observations.
• Manages the expense claim process proactively.

Risk Management & Controls

• Helps manage risk (support first line of defense), e.g., client documentation by raising concerns, following up on issues independently, and 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) in collaboration with relevant RMs and THs.
• Ensures timely clearance of pending items and escalated deficiencies.
• Ensures ethical and compliant behavior in his/her area of responsibility.
• Ensures correct, meaningful, and understandable documentation of client interactions/ orders in the respective tools (e.g., CRM, DiAS).

YOUR PROFILE

• Commercial apprenticeship and/or a job-related higher degree (e.g., Bachelor, CFA/AZEK/CAIA).
• At least 5 years of work experience in Private Banking in a similar position.
• Proven track record in servicing banking clients with complex needs (e.g., onboarding new clients, maintaining and extending current relationships).
• Excellent language skills (verbal and written) in Spanish and English; German is an asset.
• Excellent situational adaptability (able to work with RMs and clients from diverse backgrounds).
• Friendly, trustworthy, discreet personality with a high level of risk awareness.
• Proactive and independent work approach.
• Positive “can-do” attitude and approaches that challenge with an open mind.
• Willing to take on extra responsibilities and initiative.
• High service orientation and passion for client servicing.
• Exceptional communication skills, always communicating in a friendly, competent, and professional manner.
• Aims for excellence by finding smarter, faster, and better ways; not afraid to question the status quo.
• Systematic, precise, and diligent working style with the ability to perform exceedingly well under pressure.
• Team player.
• High personal integrity and ethical behavior.

We look forward to receiving your full application via our online tool. Further opportunities are on our Career site.

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