LATAM Account Manager: Client Ops & Trade Support

Julius Baer; Genf; Vor Ort; CHF 90.000 - 150.000; Vollzeit

Zusammenfassung

Julius Baer in Geneva is seeking an Account Manager Intermediaries to own client administration, documentation, and daily operations related to account management. You will support RMs, process client requests, and coordinate with internal and external stakeholders to ensure high service levels.

The role requires strong interpersonal and organizational skills, fluency in Spanish, French and English, and a solid understanding of global financial markets.

Qualifikationen

• Proven track record servicing banking clients with complex needs.
• Excellent organizational skills and ability to work independently.
• Fluency in Spanish, French and English (oral and written) is required.

Aufgaben

• Supports RMs and team in client interactions and requests.
• Maintains and updates client instruction records and data.
• Creates system-based reports for RMs and disseminates information.
• Manages order processing, trades, transactions and payments (excluding e-channels).
• Ensures compliance and risk guidelines are followed at all times.

Kenntnisse

Banking client servicing

Spanish native

French fluency

English fluency

MS Office skills

Tools

MS Office

Jobbeschreibung

Julius Baer in Geneva is seeking an Account Manager Intermediaries to own client administration, documentation, and daily operations related to account management. You will support RMs, process client requests, and coordinate with internal and external stakeholders to ensure high service levels.

The role requires strong interpersonal and organizational skills, fluency in Spanish, French and English, and a solid understanding of global financial markets.