Account Manager

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 (AM) Intermediaries takes ownership of the account administration, documentation formalities and tasks during daily operations and throughout the account lifecycle, from onboarding to maintenance. This is accompanied by a greater level of independent client interaction and client servicing.

In contrast to the Relationship Manager (RM), the AM does not have their own client book. However, he/she is expected to reach out to and interact with clients directly, where appropriate and in close collaboration with the RM. The AM is expected to demonstrate excellent professional, personal and social skills when liaising with clients and relevant stakeholders.

The AM ensures successful operational client account management, through autonomous interaction with both internal and external stakeholders in the scope of their role. The AM provides clients with relevant information and further support the RM in all aspects of client servicing. The AM acts as a role model in bringing the best service quality to clients, RMs and Group Heads.

YOUR CHALLENGE

CLIENT ADMINISTRATION AND MANAGEMENT

• Proactively takes the lead in supporting the RM and team in client interaction, in an independent and professional manner covering all aspects of account management
• Ensures accurate and high-quality client relationship document formalities are always met and maintained to a high standard, with all tasks/system alerts cleared
• Actively maintains client key data in liaison with the RM to ensure data sets are correct for good maintenance of the relationship
• Support the RM in organizing and/or participating in client meetings (where appropriate) and can lead parts of the meeting related to account administration (e.g. documentation formalities, compliance, other requests of the client)
• Compiles presentations and supports in marketing activities
• Promotes and services dedicated Intermediaries e-channels

BUSINESS MANAGEMENT

• Supports the RM in investigations and troubleshooting, maintaining close bank-internal cross-team/division collaboration
• Participates in the internal projects which impact the account relationships of the RM, directly solving the administrative issues, ensuring all relevant systems are maintained and updated, and all documentation is in place
• Provides professional input on proposals for improvements based on experience, incident occurrence or observation
• Can deputise the RMs in day-to-day matters for certain agreed topics
• Have relevant experience in the induction process to share knowledge and best practices with teammates 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
• Is a first line of risk defense, through raising concerns, following up on issues independently and escalating when in doubt
• High personal integrity and risk awareness/ethical mindset

YOUR PROFILE

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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