At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, entrepreneurial, empowered, and create value beyond wealth. In addition to the Assistant Relationship Manager (ARM) Intermediaries & Family Offices role profile, the Account Manager Intermediaries & Family Offices (AM INT) 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 INT does not have an own client book. The AM INT reaches out to clients where appropriate in close collaboration with the RM. Client Administration & Management
Ensures that accurate and high‑quality client relationship documentation formalities are always met and maintained to a high standard 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 necessary. Where appropriate, participates in client meetings and even leads parts of the meeting (e.g., documentation formalities, compliance, other requests of the client) if case allows. Actively maintains client key data in liaison with the RM to ensure CRM and other data 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 RMs/TH in client relationship and all related tasks (systems, applications, processes, documents etc.), with high‑quality, precision and timely responsiveness. Ensures operational coverage and client interaction (not advice) within the team during absences. Creates and provides clients with customized information, reports and statistics, etc. Personal and Social Skills
Excellent situational adaptability (able to work with RMs and clients from diverse backgrounds). Friendly, trustworthy and discreet personality with a high level of risk awareness. Proactive and independent work approach. Positive "can do" attitude and approaches challenges with an open mind. Takes on extra responsibilities at own initiative. Highly service oriented and passionate about client servicing. Exceptional communication skills and always communicates in a friendly, competent and professional manner. Aims for excellence by finding ways to do things smarter, faster, better and is also not afraid to question a status quo. Systematic, precise and diligent working style and the ability to perform exceedingly well under pressure. Team player. High personal integrity and ethical behaviour. Go‑to person for helping colleagues, training other assistants, participating in the "Buddy Programme". Professional & Technical Skills
Sound affinity with the geographic market(s) covered, i.e. familiar with the legal and regulatory environment as well as cultural awareness. Profound understanding of relevant products, services as well as tools in Intermediaries & Family Offices. 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 a job‑related higher degree (e.g., Bachelor, CFA/AZEK/CAIA), without counting the apprenticeship period. Proven track record in servicing banking clients with complex needs (onboarding of new clients, maintaining and extending current relationships). Successful completion of applicable internal AM Intermediaries & FO training programme. Languages
Excellent language skills (verbal and written) in English and Mandarin; German and French a plus.
#J-18808-Ljbffr
Ensures that accurate and high‑quality client relationship documentation formalities are always met and maintained to a high standard 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 necessary. Where appropriate, participates in client meetings and even leads parts of the meeting (e.g., documentation formalities, compliance, other requests of the client) if case allows. Actively maintains client key data in liaison with the RM to ensure CRM and other data 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 RMs/TH in client relationship and all related tasks (systems, applications, processes, documents etc.), with high‑quality, precision and timely responsiveness. Ensures operational coverage and client interaction (not advice) within the team during absences. Creates and provides clients with customized information, reports and statistics, etc. Personal and Social Skills
Excellent situational adaptability (able to work with RMs and clients from diverse backgrounds). Friendly, trustworthy and discreet personality with a high level of risk awareness. Proactive and independent work approach. Positive "can do" attitude and approaches challenges with an open mind. Takes on extra responsibilities at own initiative. Highly service oriented and passionate about client servicing. Exceptional communication skills and always communicates in a friendly, competent and professional manner. Aims for excellence by finding ways to do things smarter, faster, better and is also not afraid to question a status quo. Systematic, precise and diligent working style and the ability to perform exceedingly well under pressure. Team player. High personal integrity and ethical behaviour. Go‑to person for helping colleagues, training other assistants, participating in the "Buddy Programme". Professional & Technical Skills
Sound affinity with the geographic market(s) covered, i.e. familiar with the legal and regulatory environment as well as cultural awareness. Profound understanding of relevant products, services as well as tools in Intermediaries & Family Offices. 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 a job‑related higher degree (e.g., Bachelor, CFA/AZEK/CAIA), without counting the apprenticeship period. Proven track record in servicing banking clients with complex needs (onboarding of new clients, maintaining and extending current relationships). Successful completion of applicable internal AM Intermediaries & FO training programme. Languages
Excellent language skills (verbal and written) in English and Mandarin; German and French a plus.
#J-18808-Ljbffr
Kontaktdaten:
Bank Julius Bär & Co. Ltd. Recruiting-Team
