Account Manager Private Banking 80 - 100% (f/m/d)

at  Julius Baer

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 role of an Account Manager maintains high-quality client documentation, including identification and account opening forms. In addition, a key responsibility of the Account Manager is supporting the Relationship Manager in investment discussions, participating in client calls and meetings, and documenting client instructions. It emphasizes keeping client data up-to-date to facilitate informed investment decisions and providing information through presentations and investment proposals. Collaboration with teams such as Compliance, Risk Management and Investment Specialists is crucial for developing optimal solutions for our clients. The Account Manager takes ownership of the investment topics as well as retaining the core responsibilities of the Assistant Relationship Manager role.

YOUR PROFILE

• Commercial apprenticeship and job-related higher degree (e.g. Bachelor, CFA/AZEK/CAIA) or plans to complete such a degree
• 4 - 5 years of working experience as an Assistant Relationship Manager in a Bank
• Proven track record in servicing banking clients with complex needs (onboarding of new clients, maintaining and extending current relationships)
• Several years of experience in compliance topics and awareness of current regulations and KYC related needs
• Solid knowledge of investment categories and great interest in the market developments
• Proficiency in Microsoft Office for working on client presentations and for performing analyses in spreadsheets
• Strong organizational skills
• Fluency in German and English (oral and written) is a must
• Service oriented, discreet and responsible
• Friendly, open personality, well-presented and professional appearance
• Able to work independently, well organized, swift and accurate even when under pressure
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Please refer the Job description for details