Account Manager Private Banking - NRI

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) Private Banking role profile, the Account Manager Private Banking (AM PB) 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 PB does not have an own client book. The AM PB 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 PB 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 PB acts as a 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 PB 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.

• Ensures that accurate and high-quality client relationship documentation formalities are met and maintained at all times, 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 investment-related advice is needed.
• Where appropriate, participates in client meetings and may lead parts of the meeting (e.g. documentation formalities, compliance, other client requests).
• Actively maintains client key data in liaison with the RM to ensure CRM and other data sets are correct for good relationship maintenance.
• Interacts with clients independently and professionally 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.
• Compiles presentations, independently drafts investment proposals and supports marketing activities.
• Creates and provides clients with customized information, reports and statistics, etc. Manages the RM/TH’s calendar, prepares client meetings, organizes business trips, and completes the post-processing of client calls, meetings or business trips for RMs/THs on his/her own.

• Manages internal projects that impact the account relationships of an RM, directly solving administrative issues that arise and ensuring all relevant systems are maintained and updated and all necessary documentation is collected.
• Collects and shares relevant information, ideas, findings and research with colleagues to improve processes and increase productivity and quality.
• Organizes yourself efficiently and compliantly and ensures timely and appropriate information of the superior.
• Conducts reviews, plans ahead and documents your own work at all times.
• Provides professional input proposals for improvements based on experience, incidents, or observations.
• Proactively manages the expense claim process for RMs/TH.

• Actively helps manage risk (support to first line of defence) in client documentation by raising concerns, following up on issues independently and escalating when in doubt.
• Ensures adherence to local regulations and…