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Account Manager
Asset Management
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 Intermediaries Assistant Relationship Manager (ARM) role profile, the Intermediaries Account Manager (AM) takes ownership of the account administration, documentation formalities and tasks during daily operations and in case of impactful projects. This is accompanied by a greater level of independent client interaction than the ARM.In contrast to the Relationship Manager (RM), the AM do not have their own client book. However, he/she reaches out to and interacts with clients directly, where appropriate and in close collaboration with the RM. Excellent professional, personal and social skills are seen when liaising at all levels. The AM ensures successful operational client account management, through autonomous interaction with both internal and external stakeholders in the scope of their role. They provide clients with relevant information and further support the RM in implementing customised solutions. The Account Manager acts as a role model in bringing the best service quality to clients, RMs and Group Head. They demonstrate professional commitment to ensuring excellent administration of the account and work proactively to go the extra mile to manage and grow our client base.
PRINCIPALES FUNCIONES
Client Administration and Management
- Actively ensures that operational account management is undertaken professionally, with all tasks/system alerts cleared directly where possible
- Proactively takes the lead in supporting the RM and team in client interaction in all respects, with high quality, precision, and timely response
- Interacts with clients in an independent and professional manner in all aspects of account management
- Ensures accurate and high quality client relationship document formalities are met and maintained to a high standard at all time
- Actively maintains client key data in liaison with the RM to ensure data sets are correct for good maintenance of the relationship
- Creates and provides clients with customised information, reports, and statistics
- Where appropriate is part of client meetings and can even lead parts of the meeting (e.g. documentation formalities, compliance, other requests of the client) if case allows
- Compiles presentations and supports in marketing activities
- Promotes and services dedicated Intermediaries e-channels
Business Management
- Organises and follows up client meetings, including logistics and document preparation, on own initiative
- Supports the RM in investigations and troubleshooting, maintaining close bank-internal cross-team/division collaboration
- 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 is collected as necessary
- Provides professional input proposals for improvements based on experience, incident occurrence or observation
- Conducts reviews, plans ahead and documents his/her own work at all times
- Can deputise RMs in day-to-day matters in certain agreed topics
- Is typically the go-to person for new ARMs and can help in the induction process to share knowledge and best practices in terms of systems, data, processes, and client interaction
Risk Management and Controls
- Full adherence at all times to compliance, legal guidelines, internal rules, regulations and policies, with action, review and sign off made in collaboration with the respective RMs and Group Head
- Is a first line of risk defence, through raising concerns, following up on issues independently and escalating when in doubt
- Demonstration of appropriate values and behaviours including but not limited to standards on honesty and integrity, due care and diligence, fair dealing (treating customers fairly), management of conflicts of interest, competence and continuous development, adequate risk management, and compliance with applicable laws and regulations
YOUR PROFILE
Education and Experience
- Relevant work experience as Assistant Relationship Manager or 3 years of experience as ARM together with a job-related high degree (e.g. Bachelor, CFA or similar) without counting the apprenticeship period
- Successful completion of the internal ARM training programme
- Proven track record in servicing banking clients with complex needs (onboarding of new clients, maintaining and extending current relationships)
Professional Skills
- Advanced knowledge of financial markets: structure, function and legal/regulatory environment as well as industry awareness
- Sound affinity with the geographic market(s) covered
- Advanced understanding of relevant products and services applicable to EAM clients, plus valuation principles
- Strong fluency in English (both written and verbal) and preferably in Business Mandarin due to the market requirement
- Very good MS Office skills
Personal and Social Skills
- Independent work approach
- Excellent situational adaptability (able to work with RMs and clients from diverse backgrounds with complex needs)
- Positive “can do” attitude and approaches challenges with an open mindset
- Takes on extra responsibilities at own initiative
- Strives for excellence by finding ways to do things smarter, faster and better
- Challenges the status quo in a continuous improvement approach
- Excellent organisational skills, able to work swiftly, independently and accurately even when under pressure
- Proactive, friendly and highly solution- and customer-oriented attitude
- Strong team player with excellent communication skills
- Professional impression and impact
- High personal integrity and risk awareness/ethical mindset
- Is a go-to person by e.g. helping colleagues, training other assistants (see above)
Regulatory (where applicable)
- MAS Registered/Appointed Representative
- CACS Papers 1 and 2
- Preferably with CMFAS Modules 1B, 5, 6A, 8A certification
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.
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