Account Manager UHNWI f​/m​/d

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 and social skills when liaising with clients and the RM. The AM PB ensures the operational client account management and interacts with internal and external stakeholders independently, provides clients with relevant information and supports RMs in implementing customised solutions. Furthermore, the AM PB acts as role model in bringing the best service quality to clients, RMs and Group Heads (GHs) 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.

C
** l i e n t 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 investment-related advice is needed
• Participates in client meetings and even leads parts of the meeting (e.g. documentation formalities, compliance, other requests of the client) when appropriate
• Actively maintains client key data in liaison with RMs 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/GH 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 customised information, reports and statistics when appropriate
• Manages the RM/GH’s calendar, prepares client meetings, organizes business trips, completes the post processing of client calls, client meetings or business trips for RMs/GHs 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
• 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/GH 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 GH
• 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)

P
** e r s o n a l & 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…