Veröffentlicht: 31 Juli 2024
Zürich
80% – 100%
Festanstellung
Bank Julius Bär & Co. AG
Jobs online gefunden
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.
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 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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