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 Team Heads. 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.
YOUR CHALLENGE
Client Administration and Management
1. Actively ensures that operational account management is undertaken professionally, with all tasks/system alerts cleared directly where possible
2. Proactively takes the lead in supporting the RM and team in client interaction in all respects, with high quality, precision, and timely response
3. Interacts with clients in an independent and professional manner in all aspects of account management
4. Ensures accurate and high quality client relationship document formalities are met and maintained to a high standard at all time
5. Actively maintains client key data in liaison with the RM to ensure data sets are correct for good maintenance of the relationship
6. Creates and provides clients with customised information, reports, and statistics
7. 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
8. Compiles presentations and supports in marketing activities
9. Promotes and services dedicated Intermediaries e-channels
Business Management
10. Organises and follows up client meetings, including logistics and document preparation, on own initiative
11. Supports the RM in investigations and troubleshooting, maintaining close bank-internal cross-team/division collaboration
12. 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
13. Provides professional input proposals for improvements based on experience, incident occurrence or observation
14. Conducts reviews, plans ahead and documents his/her own work at all times
15. Can deputise RMs in day-to-day matters in certain agreed topics
16. 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
17. 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 Team Head
18. Is a first line of risk defence, through raising concerns, following up on issues independently and escalating when in doubt
YOUR PROFILE
Education and Experience
19. Relevant educational (bank apprenticeship or equivalent) and professional background in the financial industry or within an EAM
20. Ideally 3+ years of work experience as Assistant Relationship Manager or in a similar role
Professional Skills
21. Knowledge of financial markets: structure, function and legal/regulatory environment as well as industry awareness
22. Sound affinity with the geographic market(s) covered (UK, emerging markets)
23. Advanced understanding of relevant products and services applicable to EAM clients, plus valuation principles
24. Strong fluency in English (oral and written) and German; other languages a plus
25. Very good MS Office skills
Personal and Social Skills
26. Independent work approach
27. Excellent situational adaptability (able to work with RMs and clients from diverse backgrounds with complex needs)
28. Positive “can do” attitude and approaches challenges with an open mindset
29. Takes on extra responsibilities at own initiative
30. Strives for excellence by finding ways to do things smarter, faster and better
31. Challenges the status quo in a continuous improvement approach
32. Excellent organisational skills, able to work swiftly, independently and accurately even when under pressure
33. Proactive, friendly and highly solution- and customer-oriented attitude
34. Strong team player with excellent communication skills
35. Professional impression and impact
36. High personal integrity and risk awareness/ethical mindset
37. Is a go-to person by e.g. helping colleagues, training other assistants (see above)
We are looking forward to receiving your full job application through our online application tool.