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) Intermediaries & Family Offices role profile, the Account Manager Intermediaries & Family Offices (AM PB) 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 PB does not have an own client book. The AM PB reaches out to clients where appropriate in close collaboration with the RM. He/she demonstrates excellent professional, personal as well as social skills when liaising with clients and the RM. The AM PB ensures the operational client account management and interacts with internal as well as external stakeholders independently, provides clients with relevant in- formation and supports the RM in implementing customized solutions. Furthermore, the AM PB acts as role model in bringing the best service quality to clients, RMs and Team Heads (THs) in a fast, professional and friendly manner, always living the Julius Baer values (Care, Passion, and Excellence) and thus, helping the team to manage and grow its current client base. He/she channels client feedback to the relevant individuals and departments within the Bank to foster continuous improvement and fast adaptation of processes. The AM PB shows professional commitment to ensuring excellent administration of the account, to clients as well as to the Bank and is willing to go the extra mile.
Client Administration & Management
Ensures that accurate and high-quality client relationship documentation formalities are met and maintained to a high standard at all times 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 necessary
Where appropriate is part of client meetings and even leads parts of the meeting (e.g. documentation formalities, compliance, other requests of the client) if case allows
Actively maintains client key data in liaison with the RM 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/TH 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.
Creates and provides clients with customized information, reports and statistics, etc.
Personal and Social Skills
Excellent situational adaptability (able to work with RMs and clients from diverse backgrounds)
Friendly, trustworthy and discreet personality with a high level of risk awareness
Proactive and independent work approach
Positive “can do” attitude and approaches challenges with an open mind
Takes on extra responsibilities at own initiative
Highly service oriented and passionate about client servicing
Exceptional communication skills and always communicates in a friendly, competent and professional manner
Aims for excellence by finding ways to do things smarter, faster, better and is also not afraid to question a status quo
Systematic, precise and diligent working style and the ability to perform exceedingly well under pressure
Team player
High personal integrity and ethical behaviour
Is a go-to person by e.g. helping colleagues, training other assistants, participating in the “Buddy Programme”
Professional & Technical Skills
Sound affinity with the geographic market(s) covered, i.e. familiar with the legal and regulatory environment as well as cultural awareness
Profound understanding of relevant products, services as well as tools in Intermediaries & Family Offices
Advanced knowledge of global financial markets and current developments in the industry
Education & Experience
Either at least 5 years of experience as ARM or 3 years of experience as ARM and job-related higher degree (e.g. Bachelor, CFA/AZEK/CAIA), without counting the apprenticeship period
Excellent language skills (verbal and written) according to specific market requirements
Proven track record in servicing banking clients with complex needs (on boarding of new clients, maintaining and extending current relationships)
Successful completion of applicable internal AM Intermediaries & FO training programme
This fixed-term position offers a potential pathway to a permanent role, subject to performance and business needs.
We are looking forward to receiving your full job application through our online application tool.
