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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.
Services clients in the day-to-day work and handles the full account management of a client
Attends incoming calls and e-mails and ensures that always a prompt action is taken, where appropriate is part of client meetings and even leads parts of the meeting (e.
g. documentation formalities, compliance, other requests of the client)
Handles the account openings for new clients as well as account changes to existing clients, ensures that accurate and high-quality client relationship documentation formalities are met and maintained to a high standard at all times including client identification documentation (CDB), account opening forms and other relevant legal forms
Interacts with clients in an independent and professional manner in all aspects of account management
Ensures efficient and prompt handling of orders, trades, transactions, etc.
Monitors the maturity list for deposits, loans, trades and takes or initiates action Actively ensures that operational account management is undertaken professionally, with all tasks / system alerts cleared directly where possible, actively maintains client key data to ensure KYC and other data sets are correct for good maintenance of the relationship
Compiles presentations, independently drafts investment proposals and supports in marketing activities
Proactively takes the lead in client relationship and all related tasks (systems, applications, processes, documents etc.
with high-quality, precision and timely responsiveness
Manages the internal projects, which impact the account relationships, 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 improve processes and to increase productivity and quality
Personal and Social
Very good interpersonal skills, open and approachable, Team player
Displays excellent situational adaptability, genuine interest in people, ability to relate to clients and colleagues from diverse backgrounds
Persistent and persuasive and passionate about client service
Systematic, precise and diligent working style and the ability to perform exceedingly well under pressure
Proactive and independent work approach
Positive can do attitude and approaches challenges with an open mind
Takes on extra responsibilities at own initiative, aims for excellence by finding ways to do things smarter, faster, better and is also not afraid to question a status quo
Exceptional communication skills and always communicates in a friendly, competent and professional manner
Professional and Technical
Either at least 5 years of experience as Assistant Relationship Manager (ARM) or 3 years of experience as ARM and job related higher degree
Excellent language skills in English and German (verbal and written) according to specific market requirements
Pronounced know-how of a broad array of asset classes paired with a strong interest for financial markets
In-depth knowledge in banking and related laws and regulations
Contact : Stephanie Laesser, HR Consultant, 058 / 888 54 28
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