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 Assistant Relationship Manager (ARM) Intermediaries & Family Offices role profile, the Account Manager Intermediaries & Family Offices (AM INT) takes ownership of the account administration, documentation formalities and tasks in daily operations and projects impacting the account administration. In contrast to the Relationship Manager (RM), the AM INT does not have an own client book. The AM INT reaches out to clients where appropriate in close collaboration with the RM. He/she demonstrates excellent professional, personal as well as social skills when liaising with clients and the RM. The AM INT ensures the operational client account management and interacts with internal as well as external stakeholders independently, provides clients with relevant in- formation and supports the RM in implementing customized solutions. Furthermore, the AM INT acts as role model in bringing the best service quality to clients, RMs and Team Heads (THs) in a fast, professional and friendly manner, always living the Julius Baer values (Care, Passion, and Excellence) 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 INT 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.YOUR CHALLENGEClient Administration & Management:
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.
Personal and Social Skills:
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”
Professional & Technical Skills:
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
Education & Experience:
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. 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
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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Skills Required
- At least 5 years of experience as an Assistant Relationship Manager, or 3 years as an Assistant Relationship Manager plus a relevant higher degree
- Relevant higher degree such as a Bachelor degree, CFA, AZEK, or CAIA, if using the 3-year Assistant Relationship Manager pathway
- Excellent verbal and written English language skills
- Excellent verbal and written Mandarin language skills
- German and French language skills
- Proven experience servicing banking clients with complex needs, including onboarding and maintaining or extending relationships
- Successful completion of the applicable internal Account Manager Intermediaries and Family Offices training program
- Knowledge of relevant legal and regulatory environments and cultural awareness of covered geographic markets
- Strong understanding of products, services, and tools used in Intermediaries and Family Offices
- Advanced knowledge of global financial markets and current industry developments
What We Do
The Julius Baer Group is present in over 60 locations worldwide, including Zurich (Head Office), Bangkok, Dubai, Dublin, Frankfurt, Geneva, Hong Kong, London, Luxembourg, Madrid, Mexico City, Milan, Monaco, Mumbai, Santiago de Chile, São Paulo, Shanghai, Singapore, Tel Aviv, and Tokyo. Social media terms of use: https://www.juliusbaer.com/en/legal/social-media/
