Account Manager, Intermediaries

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

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.

• 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