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

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 Intermediaries Assistant Relationship Manager (ARM) role profile, the Intermediaries Account Manager (AM) takes ownership of the account administration, documentation formalities and tasks during daily operations and in case of impactful projects. This is accompanied by a greater level of independent client interaction than the ARM.
In contrast to the Relationship Manager (RM), the AM do not have their own client book. However, he/she reaches out to and interacts with clients directly, where appropriate and in close collaboration with the RM. Excellent professional, personal and social skills are seen when liaising at all levels.
The AM ensures successful operational client account management, through autonomous interaction with both internal and external stakeholders in the scope of their role. They provide clients with relevant information and further support the RM in implementing customised solutions. The Account Manager acts as a role model in bringing the best service quality to clients, RMs and Team Heads. They demonstrate professional commitment to ensuring excellent administration of the account and work proactively to go the extra mile to manage and grow our client base.

Client Administration and Management

• Actively ensures that operational account management is undertaken professionally, with all tasks/system alerts cleared directly where possible

• Proactively takes the lead in supporting the RM and team in client interaction in all respects, with high quality, precision, and timely response

• Interacts with clients in an independent and professional manner in all aspects of account management

• Ensures accurate and high quality client relationship document formalities are met and maintained to a high standard at all time

• Actively maintains client key data in liaison with the RM to ensure data sets are correct for good maintenance of the relationship

• Creates and provides clients with customised information, reports, and statistics

• Where appropriate is part of client meetings and can even lead parts of the meeting (e.g. documentation formalities, compliance, other requests of the client) if case allows

• Compiles presentations and supports in marketing activities

• Promotes and services dedicated Intermediaries e-channels

Business Management

• Organises and follows up client meetings, including logistics and document preparation, on own initiative

• Supports the RM in investigations and troubleshooting, maintaining close bank-internal cross-team/division collaboration

• Manages the internal projects which impact the account relationships of an RM, directly solving the administrative issues that arise and ensuring that all relevant systems are maintained and updated, and all documentation is collected as necessary

• Provides professional input proposals for improvements based on experience, incident occurrence or observation

• Conducts reviews, plans ahead and documents his/her own work at all times

• Can deputise RMs in day-to-day matters in certain agreed topics

• Is typically the go-to person for new ARMs and can help in the induction process to share knowledge and best practices in terms of systems, data, processes, and client interaction

Risk Management and Controls

• Full adherence at all times to compliance, legal guidelines, internal rules, regulations and policies, with action, review and sign off made in collaboration with the respective RMs and Team Head

• Is a first line of risk defence, through raising concerns, following up on issues independently and escalating when in doubt

Education and Experience

• Relevant educational (bank apprenticeship or equivalent) and professional background in the financial industry or within an EAM

• Ideally 3+ years of work experience as Assistant Relationship Manager or in a similar role

Professional Skills

• Knowledge of financial markets: structure, function and legal/regulatory environment as well as industry awareness

• Sound affinity with the geographic market(s) covered (UK, emerging markets)

• Advanced understanding of relevant products and services applicable to EAM clients, plus valuation principles

• Strong fluency in English (oral and written) and German; other languages a plus

• Very good MS Office skills

Personal and Social Skills

• Independent work approach

• Excellent situational adaptability (able to work with RMs and clients from diverse backgrounds with complex needs)

• Positive “can do” attitude and approaches challenges with an open mindset

• Takes on extra responsibilities at own initiative

• Strives for excellence by finding ways to do things smarter, faster and better

• Challenges the status quo in a continuous improvement approach

• Excellent organisational skills, able to work swiftly, independently and accurately even when under pressure

• Proactive, friendly and highly solution- and customer-oriented attitude

• Strong team player with excellent communication skills

• Professional impression and impact

• High personal integrity and risk awareness/ethical mindset

• Is a go-to person by e.g. helping colleagues, training other assistants (see above)

We arelooking forward to receiving your full job application through our online application tool. Further interesting job opportunities can be found on our Career site.

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