Account Manager/in Jobs in Genf

At Julius Baer, individual qualities are valued, enabling you to be impactful, entrepreneurial, empowered, and to create value beyond wealth. Shape the future of wealth management together. The Account Manager Private Banking (AM PB) takes ownership of account administration, documentation formalities, and tasks in daily operations and projects impacting account administration. The AM PB collaborates closely with Relationship Managers (RMs), reaching out to clients where appropriate, and demonstrates excellent professional, personal, and social skills when liaising with clients and RMs. The AM PB ensures operational client account management, interacts with internal and external stakeholders independently, provides clients with relevant information, and supports RMs in implementing customised solutions. Acting as a role model, the AM PB brings the best service quality to clients, RMs, and Group Heads (GHs) in a fast, professional, and friendly manner, always living the Julius Baer values (Care, Passion, and Excellence) and helping the team manage and grow its current client base. Client feedback is channelled to relevant individuals and departments within the Bank to foster continuous improvement and fast adaptation of processes. The AM PB shows professional commitment to excellent account administration for clients and the Bank and is willing to go the extra mile.

• Ensure accurate and high-quality client relationship documentation formalities, including client identification documentation (CDB), account opening forms, and other relevant legal forms.
• Undertake operational account management professionally, clearing all tasks/system alerts directly where possible or via RM if investment-related advice is needed.
• Participate in client meetings and lead parts of the meeting (e.g. documentation formalities, compliance, other client requests) when appropriate.
• Maintain client key data in liaison with RMs to ensure CRM and other data sets are correct for good maintenance of the relationship.
• Interact with clients independently and professionally in all aspects of account management.
• Proactively support RMs/GH in client relationship and all related tasks (systems, applications, processes, documents, etc.) with high quality, precision, and timely responsiveness.
• Ensure operational coverage and client interaction (not advice) within the team during absences.
• Compile presentations, independently draft investment proposals, and support in marketing activities.
• Create and provide clients with customised information, reports, and statistics when appropriate.
• Manage RM/GH’s calendar, prepare client meetings, organise business trips, and complete post-processing of client calls, meetings, or business trips for RMs/GHs independently.
• Manage internal projects impacting account relationships of an RM, directly solve administrative issues, ensure all relevant systems are maintained and updated, and collect all necessary documentation.
• Collect and share relevant information, ideas, findings, and research with colleagues to improve processes and increase productivity and quality.
• Conduct reviews, plan ahead, and document own work at all times.
• Provide professional input proposals for improvements based on experience, incident occurrence, or observation.
• Manage the expense claim process for RMs/GH proactively.
• Actively help manage risk (support first line of defence) in client documentation by raising concerns, following up on issues independently, and escalating when in doubt.
• Ensure 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) in collaboration with RMs and GH.
• Ensure timely clearance of pending items and escalated deficiencies.
• Ensure appropriate ethical and compliant behaviour in area of responsibility.
• Ensure correct, meaningful, and understandable documentation of client interaction/client orders in corresponding tools (e.g. CRM, DiAS).

• 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 not afraid to question a status quo.
• Systematic, precise, and diligent working style and ability to perform exceedingly well under pressure.
• Team player.
• High personal integrity and ethical behaviour.
• Is a go-to person by helping colleagues, training other assistants, participating in the “Buddy Programme”.
• Sound affinity with the geographic market(s) covered, familiar with the legal and regulatory environment as well as cultural awareness.
• Profound understanding of relevant products, services, and tools in Private Banking.
• Advanced knowledge of global financial markets and current developments in the industry.
• 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.
• Previous experience in Private Banking.
• Excellent language skills (verbal and written) in English and Turkish.
• Proven track record in servicing banking clients with complex needs (onboarding of new clients, maintaining and extending current relationships).
• Successful completion of the internal AM PB training programme.

Julius Baer is committed to valuing individual qualities and empowering employees to create value beyond wealth, guided by the values of Care, Passion, and Excellence.