Private Banking Account Manager: Client Ops & Onboarding

Julius Baer; Zürich; Vor Ort; CHF 120.000 - 160.000; Vollzeit

Zusammenfassung

Julius Baer in Zürich seeks an Account Manager Private Banking (AM PB) to own account administration, documentation formalities and day-to-day tasks impacting client administration. The AM PB does not hold its own client book and collaborates closely with RMs to serve clients and implement customised solutions.

You will ensure high-quality client documentation, data accuracy in CRM, and professional interaction with internal and external stakeholders, while supporting the RM and GH teams with

Qualifikationen

• Experience as ARM or AM PB in private banking.
• Excellent German and English language skills.
• Proven track record servicing banking clients with complex needs.

Aufgaben

• Manage account administration and documentation formalities.
• Collaborate with RMs in client meetings and lead documentation.
• Maintain client data in CRM systems and ensure accuracy.
• Coordinate internal projects impacting client relationships.
• Ensure compliant, timely processing of client requests.
• Support RMs with reporting, proposals and client communications.

Kenntnisse

Adaptability

Discretion

Proactivity

Client service

Communication

Teamwork

Ausbildung

Bachelor’s degree or higher

CFA/AZEK/CAIA (optional certification)

Tools

CRM

DiAS

Jobbeschreibung

Julius Baer in Zürich seeks an Account Manager Private Banking (AM PB) to own account administration, documentation formalities and day-to-day tasks impacting client administration. The AM PB does not hold its own client book and collaborates closely with RMs to serve clients and implement customised solutions.

You will ensure high-quality client documentation, data accuracy in CRM, and professional interaction with internal and external stakeholders, while supporting the RM and GH teams with