Account Manager Private Banking - UK International & Canada

Position Summary

At Julius Baer, the Account Manager Private Banking (AM PB) focuses on account administration, documentation formalities, and daily operational tasks that support and enhance client account management for Relationship Managers (RMs).

• Client Administration & Management
• Ensures that accurate and high-quality client relationship documentation formalities are met and maintained to a high standard 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 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.
• Compiles presentations, independently drafts investment proposals and supports in 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, completes the post processing of client calls, client meetings or business trips for RMs/THs on his/her own
• Business Management
• Manages the internal projects which impact the account relationships of an RM, directly solving the administrative issues that arise and ensuring that all relevant systems are maintained and updated and all documentation collected as necessary
• Collects and shares relevant information, ideas, findings and research with colleagues to improve processes and to increase productivity and quality
• Organises himself/herself in an efficient and compliant manner and ensures timely and appropriate information of the superior
• Conducts reviews, plans ahead and documents his/her own work at all times
• Provides professional input proposals for improvements based on experience, incident occurrence or observation
• Manages the expense claim process for RMs/TH proactively.
• Risk Management & Controls
• Actively helps managing risk (support first line of defence), i.e. in client documentation, by raising concerns, following up on issues independently and by escalating when in doubt
• Ensures adherence to local regulations and compliance with internal policies and standards (e.g. new account openings, payment instructions, reviewing client phone calls or signing off at own level of competence etc.) in collaboration with the respective RMs and TH
• Ensures timely clearance of pending items and escalated deficiencies
• Ensures appropriate ethical and compliant behaviour in his/her area of responsibility
• Ensures correct, meaningful and understandable documentation of client interaction/client orders in the corresponding tools (e.g. CRM, DiAS)

• Personal & 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…