ppAt 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. /p pThe Account Manager supports the Team and the Relationship Managers (RMs) with all tasks related to servicing Private Banking clients. /p pResponsibilities include order placement, handling of client requests, execution of trades and providing administrative support to the team. /p pThe role offers an opportunity to develop into a Junior Relationship Manager role in the mid to long term. /p h3YOUR CHALLENGE /h3 h3Client Administration Management /h3 ul liSupports the RM and team in client interaction in all respects /li liResponds to incoming calls and takes prompt action /li liMaintains and updates records of client instructions, details, and preferences. Creates system-based reports for the RM /li liProvides clients with verbal and/or written information and data, giving neither advice nor any statement of opinion as value judgement /li liProcesses orders, trades, transactions, payments placement (outside e-channels) and handles and executes clients’ requests /li /ul h3Business Management /h3 ul liOrganises and follows up client meetings, including logistics and document preparation /li liSupports the RM in investigations and troubleshooting, maintaining close bank-internal cross-team/unit collaboration /li /ul h3Risk Management /h3 ul liFull adherence at all times to compliance, legal guidelines, internal rules, regulations and policies /li liActs as the first line of risk defence, through raising concerns, following up on issues and escalating as necessary /li /ul h3YOUR PROFILE /h3 ul liExcellent organisational skills, able to work swiftly, independently within the Assistant RM scope and accurately even when under pressure /li liProactive, friendly, team player and solution-oriented /li liImpeccable presentation and communication skills /li liStrong integrity, ethics and risk awareness combined with solid client-focused mindset /li liFoundational knowledge of financial markets: structure, function and legal/regulatory environment as well as industry awareness /li liStrong fluency in Spanish and English (oral and written) /li liVery good MS Office skills /li /ul /p #J-18808-Ljbffr
