Account Manager Intermediaries

Ensures that accurate and high-quality client relationship documentation formalities are always met and maintained to a high standard including client identification documentation (CDB), account opening forms and other relevant legal forms. Actively ensures that operational account management is undertaken professionally, with all tasks/system alerts cleared directly where possible or via RM if necessary. Where appropriate is part of client meetings and even leads parts of the meeting (e.g. documentation formalities, compliance, other requests of the client) if case allows. Actively maintains client key data in liaison with the RM to ensure CRM and other data sets are correct for good maintenance of the relationship. Interacts with clients in an independent and professional manner in all aspects of account management. Proactively takes the lead in supporting the RMs/TH in client relationship and all related tasks (systems, applications, processes, documents etc.), with high-quality, precision and timely responsiveness. Ensures operational coverage and client interaction (not advice) within the team during absences. Creates and provides clients with customized information, reports and statistics, etc.

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.

• 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

• Positive “can do” attitude and approaches challenges with an open mind

• Takes on extra responsibilities at own initiative

• Highly service oriented and passionate about client servicing

• Exceptional communication skills and always communicates in a friendly, competent and professional manner

• Aims for excellence by finding ways to do things smarter, faster, better and is also not afraid to question a status quo

• Systematic, precise and diligent working style and the ability to perform exceedingly well under pressure

• Team player

• High personal integrity and ethical behaviour

• Is a go-to person by e.g. helping colleagues, training other assistants, participating in the “Buddy Programme”

• Sound affinity with the geographic market(s) covered, i.e. familiar with the legal and regulatory environment as well as cultural awareness

• Profound understanding of relevant products, services as well as tools in Intermediaries & Family Offices

• Advanced knowledge of global financial markets and current developments in the industry

• 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

• Excellent language skills (verbal and written) in English and Mandarin. German and French a plus.

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

• Successful completion of applicable internal AM Intermediaries & FO training programme