Wealth Operations Account Manager, Intermediaries (Geneva)

Bank Julius Bär & Co. Ltd.; Genf; Vor Ort; CHF 100.000 - 170.000; Vollzeit

Zusammenfassung

Bank Julius Baer & Co. Ltd. in Geneva seeks an Account Manager - Intermediaries (AM) to own account administration, documentation and daily operations for intermediary clients.

You will handle orders, trades and client requests under the supervision of RMs, ensuring accurate records and timely reporting. The AM collaborates with internal and external stakeholders, delivers high service quality, and acts as a proactive problem-solver.

Qualifikationen

• Proven track record servicing banking clients with complex needs.
• Familiar with Middle East regulatory environment.
• Excellent communication and presentation skills.
• Strong integrity and risk awareness.

Aufgaben

• Supports the RMs and team in client interactions.
• Manages client records and processes client requests including instruction handling and data updates.
• Prepares system-based reports for the RMs.
• Ensures compliance with internal rules, regulations and policies.

Kenntnisse

Fluent French

Fluent English

Client servicing

Regulatory awareness

Tools

MS Office

Jobbeschreibung

Bank Julius Baer & Co. Ltd. in Geneva seeks an Account Manager - Intermediaries (AM) to own account administration, documentation and daily operations for intermediary clients.

You will handle orders, trades and client requests under the supervision of RMs, ensuring accurate records and timely reporting. The AM collaborates with internal and external stakeholders, delivers high service quality, and acts as a proactive problem-solver.