Talent.com
CH10 - BJB Bank Julius Baer & Co. Ltd.
Account Manager, Intermediaries, Geneva, 100% (f/m/d)CH10 - BJB Bank Julius Baer & Co. Ltd. • Geneva
Account Manager, Intermediaries, Geneva, 100% (f/m/d)

Account Manager, Intermediaries, Geneva, 100% (f/m/d)

CH10 - BJB Bank Julius Baer & Co. Ltd. • Geneva
Vor 12 Tagen
Stellenbeschreibung

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 Intermediaries (AM) takes ownership of the account administration, documentation formalities and tasks in daily operations and projects impacting the account administration.

The responsibilities include order placement, handling of client requests, execution of trades and providing administrative support to the team.

In contrast to the Relationship Manager (RM), the AM does not have an own client book. The AM 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 ensures the operational client account management and interacts with internal as well as external stakeholders independently, provides clients with relevant information and supports the RM in implementing customized solutions. Furthermore, the AM acts as role model in bringing the best service quality to clients, RMs and Group Head (GH) in a fast, professional and friendly manner, 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 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.

YOUR CHALLENGE

Client Administration & Management

  • Supports the RMs and the team in client interactions 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 RMs
  • Provides clients with verbal and/or written information and data, giving neither advice nor any statement of opinion as value judgement
  • Handles and executes clients’ requests by processing orders, trades, transactions and, payments (outside e-channels)

Business Management

  • 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 collected as necessary
  • Collects and shares relevant information, ideas, findings and research with colleagues to improve processes and to increase productivity and quality
  • Conducts reviews, plans ahead and documents his/her own work at all times
  • Provides professional input proposals for improvements based on experience, incident occurrence or observation

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

  • Proven track record in servicing banking clients with complex needs (on boarding of new clients, maintaining and extending current relationships)
  • Sound affinity with the Middle East, i.e. familiar with the legal and regulatory environment as well as cultural awareness
  • Excellent organisational skills, able to work swiftly, independently within the Account Manager’s scope and accurately even when under pressure
  • Proactive, friendly, team player and solutions oriented
  • Impeccable presentation and communication skills
  • Highly service oriented and passionate about client servicing
  • Strong integrity, ethics, and risk awareness combined with solid client-focused mindset
  • Advanced knowledge of global financial markets and current developments in the industry
  • Strong fluency in French and English (oral and written). Additional language an asset
  • Very good MS Office skills

We are looking forward to receiving your full job application through our online application tool.

Jobalert für diese Suche erstellen

Account Manager, Intermediaries, Geneva, 100% (f/m/d) • Geneva

Ähnliche Stellen

Coal Purchase Manager H/F

AlbedisGenève, 1204, Genève, SUISSE, Genève

For one of our clients based in the.Sourcing & Supplier Management.Identify and engage international coal suppliers in line with operational and commercial requirements.Review and assess supplier p... Mehr anzeigen

 • Gesponsert

QA Operations Specialist

Bracco Suisse SA1228 Plan-Les-Ouates, CH

Bracco Suisse SA based in Geneva (Switzerland) is a company of the international Bracco Group (), a leader in contrast agents for medical imaging.Our Manufacturing Site based in Geneva is approved ... Mehr anzeigen

 • Gesponsert

Responsable technique

Mercuri Urval SA1257 Bardonnex, CH

Un rôle clé, technique et concret, au cœur d’une mission stimulante et tournée vers l’avenir.D’entente avec le Directeur et le Responsable de gravière, vous assurez le suivi technique de notre inst... Mehr anzeigen

 • Gesponsert

Account Manager B2B (temporaire / 80-100%)

JobCloud SAGenève, CH

Tu veux gérer un vrai portefeuille clients, closer des deals et avoir un impact direct sur les revenus ? JobCloud, leader du recrutement digital en Suisse avec et , recherche un·e Account Manager B... Mehr anzeigen

 • Gesponsert

German Digital Marketing Client Success Manager in Barcelona w/ Relocation

Cross Border TalentsGeneva, Switzerland
Quick Apply

Are you passionate about sales, digital marketing, and helping businesses grow? Join a dynamic international team in Barcelona as a.German Digital Marketing Client Success Manager.German-speaking c... Mehr anzeigen

Responsable technique (f/h/d)

Mercuri Urval SALa Croix-de-Rozon, CH

Un rôle clé, technique et concret, au cœur d’une mission stimulante et tournée vers l’avenir.D’entente avec le Directeur et le Responsable de gravière, vous assurez le suivi technique de notre inst... Mehr anzeigen

 • Gesponsert

Client Management

ODDO BHF (Schweiz) AGGeneva, CH

Within the Sales department of ODDO BHF Asset Management, you will join the Sales team and report to the Sales Managers in Switzerland.ODDO BHF Asset Management is present in all wholesale client s... Mehr anzeigen

 • Gesponsert

German speaking Online Ads Account Manager in Barcelona w/Relocation Bonus

Cross Border TalentsGeneva, Switzerland
Quick Apply

Step into a role where you’ll shape digital strategies for some of the most promising companies Europe.As a German-speaking Account Strategist, you’ll combine your marketing expertise and client ma... Mehr anzeigen

Account Manager - French Market (Relocation Support Available to Greece)!

FH Collective AcademyGeneva, Switzerland
Quick Apply

French Speakers Ready for a New Adventure in Greece?.Customer Success Account Manager (B2B Sales Focus).As a key part of our team, you'll:.Manage a portfolio of B2B clients.Drive growth through col... Mehr anzeigen

Wealth Management Relationship Manager

TalentCloud Group RecruitmentGeneva, Switzerland
Quick Apply

Wealth Management Relationship Manager.Geneva or Zug, Switzerland (Hybrid).Are you an entrepreneurial Relationship Manager or Private Banker with an established network of HNW/UHNW clients?.We are ... Mehr anzeigen

Account Manager - German Market (Relocation Support Available to Greece)

FH Collective AcademyGeneva, Switzerland
Quick Apply

German Speakers Ready for a New Adventure in Greece?.Customer Success Account Manager (B2B Sales Focus).As a key part of our team, you'll:.Manage a portfolio of B2B clients.Drive growth through col... Mehr anzeigen

Client Management (M/W/D)

ODDO BHF (Schweiz) AGGenève, CH

Within the Sales department of ODDO BHF Asset Management, you will join the Sales team and report to the Sales Managers in Switzerland.ODDO BHF Asset Management is present in all wholesale client s... Mehr anzeigen

 • Gesponsert

R&D Technical Leader – Disposable Kits (M/F)

fortilMeyrin, Genève, Switzerland

Fortil is an international engineering and technology consulting group built on an independent entrepreneurial model.With more than 2,500 employees across 30 offices in 14 countries, Fortil empower... Mehr anzeigen

German speaking Digital Sales Specialist in Barcelona w/Relocation Bonus

Cross Border TalentsGeneva, Switzerland
Quick Apply

Ready to take your sales and marketing skills to the next level? We’re looking for a.German-speaking Sales Specialist.Google Ads, online campaigns, performance marketing) to join our international ... Mehr anzeigen