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Join Julius Baer as Account Manager Private Banking in Zurich – shape the future of wealth management.
Drive client administration, risk management and relationship support within a dynamic private banking team.
Account Manager Private Banking - Market Italy Zurich
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 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 CLIENT ADMINISTRATION & MANAGEMENT Ensures that accurate and high-quality client relationship documentation formalities are maintained to a high standard and 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 meeting and even leads parts of the meeting (e.g. documentation formalities, compliance, other requests of the client) if case all allow. Actively maintains client key data in alignment with the RM to ensure CRM and other that 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 RM’s / TH client relationships and all related tasks (systems, applications, processes, documents etc.), with high quality, precision and timely responsive. Ensures operational cover and client interaction (no 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 strips, completes the post processing of client calls, client meetings or business strips for RM/THs on his/her own. Business Management Manages internal projects which impact the account relations 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 prove pro‑cess and increase productivity and quality. Organises itself/ himself in an efficient manner and remains compliant and ensures timely and appropriate information of the superior. Conducts reviews, plans ahead and documents his/her work at all times. Provides professional input proposals for improvement based on experience, including current observation. Manages the expense claim process for RM/TH proactively. Risk Management & Controls Actively helps managing risk (support first line of defence) , i.e. including documentation, by raising concerns, following up on issues in doubt or escalated when unsure. Ensures adherence to local regulations and compliance with internal policies and standards (e.g. new account opening, payment structures, reviewing client phone calls or signing of fat‐down level of competence etc.) in collaboration with the respective RM’s 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). YOUR PROFILE PERSONAL & SOCIAL SKILLS Excellently adapts to situations, open to work with RMs and clients from diverse backgrounds. Friendly, trustworthy and decent personal with a high level of risk awareness. Proactive and independent work approach. Positive “can do” attitude and respects challenges openly. Takes on additional responsibilities in a team setting. High‑ly service oriented and passionate about client service. Exceptionally communication skills and always commmente ast an friendly, competent and professional manner. Aims for excellence by finding ways to do stuff smarter, faster, better and still a not a fright to questions at users. Systematic, precise and diligent working style and the ability to perform exceeding well under pressure. TEAM PLAYER High personal integrity and ethical behaviour. Is a go‑to‑person by e.g. helping colleagues, training others, participating in the “Buddy Program”. PROFESSIONAL SKILLS Sound affinity with the geographic market (s) covered, i.e. familiar with the legal and regulatory environment, culture and awareness. Pro‑found understanding of relevant products, services as well as tools in Private Banking. 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 higher degree (e.g. Bachelors, CFA/AZEK/CAIA) without counting apprenticeship period. Excellent language skills (verbal and written) to specific market requirements. Proven track record in servicing banking clients with complex needs (onboarding of new clients, maintaining and extending current relations). Successful completion of the internal AM PB training program. 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.