At Julius Baer, individual qualities are valued, enabling you to be impactful, entrepreneurial, empowered, and to create value beyond wealth. The Account Manager Private Banking (AM) takes ownership of account administration, documentation formalities, and tasks in daily operations and projects impacting account administration. The AM collaborates closely with Relationship Managers (RM) and interacts with clients where appropriate, ensuring operational client account management and supporting RMs in implementing customised solutions. The AM acts as a role model in delivering service quality to clients, RMs, and Group Heads (GHs) in a fast, professional, and friendly manner, helping the team manage and grow its client base.
Your tasks
- 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 tasks/system alerts directly or via RM if investment-related advice is needed.
- Participate in client meetings and lead parts of meetings (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.
- Interact with clients independently and professionally in all aspects of account management.
- Support RMs/GH in client relationship and related tasks (systems, applications, processes, documents) 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 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.
- Manage internal projects impacting account relationships of an RM, solve administrative issues, maintain and update relevant systems, and collect 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.
- Help manage risk (support first line of defence) in client documentation, raise concerns, follow up on issues independently, and escalate when in doubt.
- Ensure adherence to local regulations and compliance with internal policies and standards 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).
What you bring
- 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.
- A natural team player.
- High personal integrity and ethical behaviour.
- Sound affinity with the geographic market(s) covered, familiar with the legal and regulatory environment as well as cultural awareness.
- Deep understanding of relevant products, services, and tools in Private Banking.
- Advanced knowledge of global financial markets and current developments in the industry.
- 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 apprenticeship period.
- Excellent language skills (verbal and written) according to specific market requirements.
- 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 certification programme.
About the company
Julius Baer is dedicated to shaping the future of wealth management and values individual qualities that enable employees to create value beyond wealth.