Julius Baer
Wealth Management
JuniorAccountManager100%(f/m/d)Temporary12Months
“Junior Account Manager 100% (f/m/d) - Temporary 12 Months at Julius Baer. Skills: Client administration, Account management, Documentation formalities. Ensure client documentation formalities are met. Maintain client identification documentation”
What You'll Achieve.
Bring best service quality; Manage client base; Grow client base; Foster continuous improvement; Fast adaptation of processes
Industry & Context.
What They're Looking For.
Must Have
5 years ARM experience, 3 years ARM experience and higher degree, Excellent language skills, Proven track record servicing banking clients, Completion of internal AM Intermediaries & FO training
Nice to Have
CFA/AZEK/CAIA, Higher degree
What You'll Do.
Ensure client documentation formalities are met
Maintain client identification documentation
Participate in client meetings
Lead parts of client meetings
Maintain client key data
Interact with clients
Support RMs/TH in client relationship tasks
Ensure operational coverage
Provide clients with customized information
How You'll Work.
Team & Collaboration
Liaise with RMs; Collaborate with RM; Interact with internal stakeholders; Interact with external stakeholders; Channel client feedback
Communication Scope
Professional communication; Friendly communication; Competent communication
Applying for this Junior Account Manager 100% (f/m/d) - Temporary 12 Months role?
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