Account Manager Lead, Private Banking, Middle East & Africa

Leading the team of Assistant RM including coaching, daily support and all related administrative tasks. Proactively taking the lead in supporting the Relationship Managers in client relationship management and all related tasks. Participating in client meetings and leading certain parts of them (e.g. documentation formalities, compliance and other requests). Actively ensuring that operational account management is done professionally, with all tasks/system alerts cleared directly where possible or via Relationship Manager. Ensuring that accurate and high-quality client relationship documentation formalities are met and maintained to a high standard at all times including client identification documentation (CDB) and account opening forms. Processing client orders such as payments, credits as well as foreign exchange and securities transactions; account openings/closings, maintenance of the accounts (general bookkeeping), cash management; keeping client data base up-to-date. Ensure appropriate preparation and upgrade of clients KYC documentation (e.g. yearly account reviews and account opening) in agreement with the Relationship Managers. Particular attention dedicated to AML monitoring and regulatory notifications (advisory process, CRM alerts etc…). Interacting with clients in an independent and professional manner in all aspects of account management. Compiling presentations, independently drafting investment proposals and supporting in marketing activities. Solving the administrative issues that arise and ensuring that all relevant systems are maintained and updated and all documentation is collected as necessary. Organizing business trips and client meetings. Deputizing of peers within the team and Relationship Managers during absences.

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.

• Either 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 the apprenticeship period

• English is an absolute prerequisite. French is a plus

• Experience in leadership is an advantage

• Proven track-record in servicing banking clients with complex needs (on-boarding new clients, maintaining and extending current relationships)

• Successful completion of the internal AM PB training programme

• Good knowledge of the Market i.e. familiar with the legal and regulatory environment as well as cultural awareness

• Profound understanding of relevant products, services and tools in Private Banking as well as good knowledge of global financial markets and current developments in the industry

• 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 as well as takes on extra responsibilities at own initiative

• Highly service-oriented and passionate about client servicing with exceptional communication skills and always communicates in a friendly, competent and professional manner

• High personal integrity and ethical behaviour