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Genève, Genève, Schweiz/Suisse/Svizzera/Svizra
Onsite
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) takes ownership of the account administration, documentation formalities and tasks in daily operations and projects impacting the account administration. In contrast to the Relationship Manager (RM), the AM does not have an own client book. The AM 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 ensures the operational client account management and interacts with internal and external stakeholders independently, provides clients with relevant information and supports RMs in implementing customised solutions. Furthermore, the AM acts as role model in bringing the best service quality to clients, RMs and Group Heads (GHs) in a fast, professional and friendly manner, helping the team to manage and grow its current client base.Client Administration & Management
Ensures that accurate and high-quality client relationship documentation formalities are always met and maintained to a high standard 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
Participates in client meetings and even leads parts of the meeting (e.g. documentation formalities, compliance, other requests of the client) when appropriate
Actively maintains client key data in liaison with RMs to ensure CRM and other data sets are correct for good maintenance of the relationship
Interacts with clients in an independent and professional manner in all aspects of account management
Proactively takes the lead in supporting the RMs/GH in client relationship and all 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
Compiles presentations, independently drafts investment proposals and supports in marketing activities
Creates and provides clients with customised information, reports and statistics when appropriate
Manages the RM/GH’s calendar, prepares client meetings, organizes business trips, completes the post processing of client calls, client meetings or business trips for RMs/GHs on his/her own
Business Management
Manages the internal projects which impact the account relationships of an RM, directly solving the administrative issues that arise and ensuring that 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 to increase productivity and quality
Conducts reviews, plans ahead and documents his/her own work at all times
Provides professional input proposals for improvements based on experience, incident occurrence or observation
Manages the expense claim process for RMs/GH proactively
Risk Management & Controls
Actively helps managing risk (support first line of defence), i.e. in client documentation, by raising concerns, following up on issues independently and by 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 etc.) in collaboration with the respective RMs and GH
Ensures timely clearance of pending items and escalated deficiencies
Ensures appropriate ethical and compliant behaviour in his/her area of responsibility
Ensures correct, meaningful and understandable documentation of client interaction/client orders in the corresponding tools (e.g. CRM, DiAS)
Personal & Social Skills
Professional Skills
Education & Experience
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