Account Manager Private Banking - UK International & Canada Zurich

Job description

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 in- formation and supports the RM in implementing customized solutions. Furthermore, the AM PB 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 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. YOUR CHALLENGE C l i e n t A d m i n i s t r a t io n & M a na g em e n t E n s u r e s t h a t a cc u r at e a n d h i g h - q u a l i t y c l i e n t r e l at i o n s h i p d o c u m e n tat i o n f o rm a l i t i e s a r e m e t a n d m a i n ta i n e d t o a h i g h s ta n d a r d a t a l l t i m e s i n c l u d i n g c l i e n t i d e n t i f i c at i o n d o c u m e n tat i o n ( C D B ) , a c c o un t o p e n i n g f o rm s a n d o t h e r r e l ev a n t l e g a l f o rm s A c t i ve l y e n s u r e s t h a t o p e r at i o n a l a cc o un t m a n a g e m e n t i s un d e r ta k e n pr o f ess i o n a ll y, w i t h a l l ta s k s / s y s t e m a l e r t s c l e a r e d d i r e c t l y w h e r e p o ss i b l e o r v i a R M i f i n v e s t m e n t - r e l at e d a d v i c e i s n ee d e d W h e r e a p p r o pr i at e i s p a r t o f c l i e n t m ee t i n g s a n d eve n l e a d s p a r t s o f t h e m ee t i n g ( e . g . d o c u m e n tat i o n f o rm a l i t i es , c o m p li a n c e , o t h e r r e q u es t s o f t h e c l i e n t ) i f c a s e a ll o w s A c t i ve l y m a i n ta i n s c l i e n t k e y d at a i n l i a i s o n w i t h t h e R M t o e n s u r e C R M a n d o t h e r d at a se t s a r e c o r r e c t f o r g oo d m a i n t e n a n c e o f t h e r e l at i o n s h i p I n t e r a c t s w i t h c l i e n t s i n a n i n d e p e n d e n t a n d pr o f ess i o n a l m a nn e r i n a l l a s p e c t s o f a cc o un t m a n a g e m e n t P r o a c t i ve l y ta k e s t h e l e a d i n s u p p o r t i n g t h e R M s / T H i n c l i e n t r e l at i o n s h i p a n d a l l r e l at e d ta s k s ( s y s t e m s , a p p l i c at i o n s , pr o c esses , d o c u m e n t s e t c . ) , w i t h h i g h - q u a l i t y, pr e c i s i o n a n d t i m e l y r es p o n s i ve n es s E n s u r e s o p e r at i o n a l c o ve r a g e a n d c l i e n t i n t e r a c t i o n ( n o t a d v i c e ) w i t h i n t h e t e a m d u r i n g a b s e n c es . C o m p i l e s pr ese n tat i o n s , i n d e p e n d e n t l y d r a f t s i n ves t m e n t pr o p o s a l s a n d s u p p o r t s i n m a r k e t i n g a c t i v i t i e s C r e at e s a n d pr o v i d e s c l i e n t s w i t h c u s t o m i z e d i nf o rm at i o n , r e p o r t s a n d s tat i s t i c s, e t c . M a n a g e s t h e R M / T H ’ s c a l e n d a r , pr e p a r e s c l i e n t m ee t i n g s , o rg a n i z e s b u s i n es s t r i p s , c o m p l e t e s t h e p o s t pr o c ess i n g o f c l i e n t c a ll s , c l i e n t m ee t i n g s o r b u s i n es s t r i ps f o r R M s / T H s o n h i s / h e r o w n Business Management M a n a g e s t h e i n t e r n a l pr o j e c t s w h i c h i m p a c t t h e a cc o u n t r e l at i o n s h i ps o f a n R M , d i r e c t l y s o l v i n g t h e a d m i n i s t r at i v e i ss u e s t h a t a r i s e a n d e n s u r i n g t h a t a l l r e l ev a n t s y s t e m s a r e m a i n ta i n e d a n d u p d at e d a n d a l l d o c u m e n tat i o n c o ll e c t e d a s n e c ess a r y C o ll e c t s a n d s h a r e s r e l ev a n t i nf o rm at i o n , i d e a s , f i n d i n g s a n d r ese a r c h w i t h c o ll e a g u e s t o i m pr o v e p r o - c esse s a n d t o i n c r e a s e pr o d u c t i v i t y a n d q u a l i t y O rg a n i se s h i m se l f / h e r se l f i n a n e ff i c i e n t a n d c o m p li a n t m a nn e r a n d e n s u r e s t i m e l y a n d a p p r o p r i at e i nf o rm at i o n o f t h e s u p e r i o r C o n d u c t s r ev i e w s , p l a n s a h e a d a n d d o c u m e n t s h i s / h e r o w n w o r k a t a l l t i m e s P r o v i d es pr o f ess i o n a l i n p u t pr o p o s a l s f o r i m pr o ve m e n t s b a se d o n e x p e r i e n c e , i n c i d e n t o cc u r r e n c e o r o b s e r v at i o n M a n a g e s t h e e x p e n s e c l a i m pr o c es s f o r RM s / T H pr o a c t i ve l y . Risk Management & Controls A c t i ve l y h e l ps m a n a g i n g r i s k ( s u p p o r t f i r s t l i n e o f d e f e n c e ) , i . e . i n c l i e n t d o c u m e n tat i o n , by r a i s i n g c o n c e r ns , f o ll o w i n g u p o n i ss u e s i n d e p e n d e n t l y a n d by es c a l at i n g w h e n i n d o u bt E n s u r es a d h e r e n c e t o l o c a l r e g u l at i o n s a n d c o m p li a n c e w i t h i n t e r n a l p o l i c i e s a n d s ta n d a r d s ( e . g . n e w a cc o un t o p e n i n g s , p a y m e n t i n s t r u c t i o n s , r ev i e w i n g c l i e n t p h o n e c a ll s o r s i g n i n g o f f a t o w n l eve l o f c o m p e t e n c e e t c . ) i n c o ll a b o r at i o n w i t h t h e r es p e c t i v e R Ms a n d TH E n s u r es t i m e l y c l e a r a n c e o f p e n d i n g i t e m s a n d es c a l at e d d e f i c i e n c i e s E n s u r e s a p p r o pr i at e e t h i c a l a n d c o m p li a n t b e h a v i o u r i n h i s / h e r a r e a o f r es p o n s i b i l i t y E n s u r e s c o rr e c t , m e a n i n g fu l a n d un d e r s ta n d a b l e d o c u m e n tat i o n o f c l i e n t i n t e r a c t i o n / c l i e n t o r d e r s i n t h e c o rr es p o n d i n g t oo l s ( e . g . C R M , Di A S ) YOUR PROFILE P e r s o n a l & S o c i a l S k i ll s E x c e ll e n t s i t u at i o n a l a d a p t a b i l i t y ( a b l e t o w o r k w i t h R Ms a n d c l i e n t s f r o m d i ve r s e b a ck gr o un d s ) F r i e n d l y, t r u s t w o r t h y a n d d i s c r ee t p e r s o n a l i t y w i t h a h i g h l eve l o f r i s k a w a r e n es s P r o a c t i v e a n d i n d e p e n d e n t w o r k a p p r o a c h P o s i t i v e “c a n d o ” att i t u d e a n d a p p r o a c h e s c h a ll e n g e s w i t h a n o p e n m i n d T a k e s o n e x t r a r es p o n s i b i l i t i e s a t o w n i n i t i at i v e H i g h l y se r v i c e o r i e n t e d a n d p a ss i o n at e a b o u t c l i e n t se r v i c i n g E x c e p t i o n a l c o mm u n i c at i o n s k i ll s a n d a l w a ys co mm u n i c at e s i n a f r i e n d l y, c o m p e t e n t a n d pr o f ess i o n a l m a nn e r A i m s f o r e x c e ll e n c e by f i n d i n g w a ys t o d o t h i n g s s m a r t e r , f a s t e r , b e tt e r a n d i s a l s o n o t a f r a i d t o q u es t i o n a s tat u s q u o S y s t e m at i c , pr e c i s e a n d d i l i g e n t w o r k i n g s t y l e a n d t h e a b i l i t y t o p e r f o r m e x c ee d i n g l y w e l l un d e r pr ess u r e T e a m p l a y e r H i g h p e r s o n a l i n t e gr i t y a n d e t h i c a l b e h a v i o u r I s a g o - t o p e r s o n by e . g . h e l p i n g c o ll e a g u es , t r a i n i n g o t h e r a ss i s ta n t s , p a r t i c i p at i n g i n t h e “ B u dd y P r o gr a m m e ” P r o f e ss io na l S k i ll s S o un d a ff i n i t y w i t h t h e g e o gr a p h i c m a r k e t ( s ) c o ve r e d , i . e . f a m i l i a r w i t h t h e l e g a l a n d r e g u l at o r y e n v i r o n m e n t a s w e l l a s c u l t u r a l a w a r e n es s P r o f o un d u n d e r s ta n d i n g o f r e l ev a n t pr o d u c t s , se r v i c e s a s w e l l a s t oo l s i n P r i v at e B a n k i n g A d v a n c e d k n o w l e d g e o f g l o b a l f i n a n c i a l m a r k e t s a n d c u rr e n t d eve l o p m e n t s i n t h e i n d u s t r y E du c a t io n & E x p e r i e n c e E i t h e r a t l e a s t 5 y e a r s o f e x p e r i e n c e a s A R M o r 3 y e a r s o f e x p e r i e n c e a s A R M a n d j o b r e l at e d h i g h e r d e gr e e ( e . g . B a c h e l o r , C F A / A Z E K / C A I A ) , w i t h o u t c o u n t i n g t h e a p p r e n t i c es h i p p e r i o d E x c e ll e n t l a n g u a g e s k i ll s ( ve r b a l a n d w r i tt e n ) a cc o r d i n g t o s p e c i f i c m a r k e t r e q u i r e m e n t s P r o ve n t r a c k r e c o r d i n se r v i c i n g b a n k i n g c l i e n t s w i t h c o m p l e x n ee d s ( o n b o a r d i n g o f n e w c l i e n t s , m a i n ta i n i n g a n d e x t e n d i n g c u rr e n t r e l at i o n s h i p s ) S u cc ess fu l c o m p l e t i o n o f t h e i n t e r n a l A M P B t r a i n i n g pr o gr a mm e 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 . Is this not quite what you are looking for? Set up a job alert by creating a candidate account here .