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 Account Manager supports the Team and the Relationship Managers (RMs) with all tasks related to servicing Private Banking clients.
Responsibilities include order placement, handling of client requests, execution of trades and providing administrative support to the team.
The role offers an opportunity to develop into a Junior Relationship Manager role in the mid to long term.
YOUR CHALLENGE
Client Administration & Management
- Supports the RM and team in client interaction in all respects
- Responds to incoming calls and takes prompt action
- Maintains and updates records of client instructions, details, and preferences. Creates system-based reports for the RM
- Provides clients with verbal and/or written information and data, giving neither advice nor any statement of opinion as value judgement
- Processes orders, trades, transactions, payments placement (outside e-channels) and handles and executes clients’ requests
Business Management
- Organises and follows up client meetings, including logistics and document preparation
- Supports the RM in investigations and troubleshooting, maintaining close bank-internal cross-team/unit collaboration
Risk Management
- Full adherence at all times to compliance, legal guidelines, internal rules, regulations and policies
- Acts as the first line of risk defence, through raising concerns, following up on issues and escalating as necessary
YOUR PROFILE
- Excellent organisational skills, able to work swiftly, independently within the Assistant RM scope and accurately even when under pressure
- Proactive, friendly, team player and solution-oriented
- Impeccable presentation and communication skills
- Strong integrity, ethics and risk awareness combined with solid client-focused mindset
- Foundational knowledge of financial markets: structure, function and legal/regulatory environment as well as industry awareness
- Strong fluency in Spanish and English (oral and written)
- Very good MS Office skills
We are looking 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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