Account Manager, Iberia market, Geneva, 100% (f/m/d) at Julius Baer International Limited

Geneva, Geneva, Switzerland -

Full Time

Start Date

Immediate

Expiry Date

08 Aug, 26

Salary

0.0

Posted On

10 May, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Administration, Order Placement, Trade Execution, Risk Management, Spanish Fluency, English Fluency, MS Office, Financial Market Knowledge, Communication Skills, Organizational Skills

Industry

Banking

Description

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. The Account Manager supports the Team and the Relationship Managers (RMs) with all tasks related to servicing Private Banking clients. Responsibilities include order placement, handling of client requests, execution of trades and providing administrative support to the team. The role offers an opportunity to develop into a Junior Relationship Manager role in the mid to long term. YOUR CHALLENGE Client Administration & Management Supports the RM and team in client interaction in all respects Responds to incoming calls and takes prompt action Maintains and updates records of client instructions, details, and preferences. Creates system-based reports for the RM Provides clients with verbal and/or written information and data, giving neither advice nor any statement of opinion as value judgement Processes orders, trades, transactions, payments placement (outside e-channels) and handles and executes clients’ requests Business Management Organises and follows up client meetings, including logistics and document preparation Supports the RM in investigations and troubleshooting, maintaining close bank-internal cross-team/unit collaboration Risk Management Full adherence at all times to compliance, legal guidelines, internal rules, regulations and policies Acts as the first line of risk defence, through raising concerns, following up on issues and escalating as necessary YOUR PROFILE Excellent organisational skills, able to work swiftly, independently within the Assistant RM scope and accurately even when under pressure Proactive, friendly, team player and solution-oriented Impeccable presentation and communication skills Strong integrity, ethics and risk awareness combined with solid client-focused mindset Foundational knowledge of financial markets: structure, function and legal/regulatory environment as well as industry awareness Strong fluency in Spanish and English (oral and written) Very good MS Office skills We are looking forward to receiving your full job application through our online application tool. Further interesting job opportunities can be found on our Career site. Is this not quite what you are looking for? Set up a job alert by creating a candidate account here. The international reference in wealth management Julius Baer is the leading Swiss wealth management group. We focus on servicing and advising sophisticated private clients from around the world, taking into account what truly matters to them – in their business and personal life, today and for future generations. Headquartered in Zurich, we are present in around 60 locations worldwide, including Bangkok, Dubai, Dublin, Frankfurt, Geneva, Hong Kong, London, Luxembourg, Madrid, Mexico City, Milan, Monaco, Mumbai, Santiago de Chile, Shanghai, Singapore, Tel Aviv, and Tokyo. Why join Julius Baer? At Julius Baer our employees enjoy the benefits of a global company with the support and collegiality of a much smaller one. We are growing quickly, but we remain dedicated to maintaining our accessible structure with flat hierarchies, and approachable and supportive leaders. With offices around the world, we offer an international and stimulating work environment and the opportunity to work with a diverse team of highly motivated colleagues, bringing the best of the bank to our clients. Our core values of Care, Passion, and Excellence define the tone of how we interact with each other and our partners. Committed to your success Whether nurturing young talent with our renowned apprentice scheme, enabling ambitious university graduates to put theory into practice with our Graduate Programme, or providing first-class opportunities for experienced professionals, we look after our employees. We believe in continuous learning as a company and as individuals, which is why we put a focus on the health and well-being of our employees and offer flexible working options, a wide array of benefits, and extensive career development programmes. For more information visit www.juliusbaer.com or contact us via the Contact Form. For recruiting agents, please see the additional information here.

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Responsibilities

The Account Manager supports Relationship Managers by handling client requests, executing trades, and managing administrative tasks for Private Banking clients. They are also responsible for maintaining client records and ensuring full adherence to compliance and risk guidelines.