Intermediaries Account Manager – Client Ops & Trade Support

Julius Baer; Genf; Vor Ort; CHF 100.000 - 130.000; Vollzeit

Zusammenfassung

Julius Baer is seeking an Account Manager Intermediaries to own account administration, handle client requests, and support the RM in delivering tailored wealth management solutions. The role emphasizes compliance, accuracy, and proactive service in a fast-paced banking environment.

The AM collaborates with RMs and stakeholders to ensure high-quality client service, efficient processing of trades, and robust documentation, while maintaining strong ethical standards and risk controls.

Qualifikationen

• Proven track record servicing banking clients
• Excellent presentation and communication skills
• Strong integrity and risk awareness
• Ability to work under pressure

Aufgaben

• Support RMs and team in client interactions
• Handle client requests and processing of orders/trades
• Maintain client instruction records and preferences
• Create system-based reports for RMs

Kenntnisse

French (fluent)

English (flu ent)

Customer service

Teamwork

Tools

MS Office

Jobbeschreibung

Julius Baer is seeking an Account Manager Intermediaries to own account administration, handle client requests, and support the RM in delivering tailored wealth management solutions. The role emphasizes compliance, accuracy, and proactive service in a fast-paced banking environment.

The AM collaborates with RMs and stakeholders to ensure high-quality client service, efficient processing of trades, and robust documentation, while maintaining strong ethical standards and risk controls.