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. The Account Manager Intermediaries (AM) takes ownership of the account administration, documentation formalities and tasks in daily operations and projects impacting the account administration. The responsibilities include order placement, handling of client requests, execution of trades and providing administrative support to the team. In contrast to the Relationship Manager (RM), the AM does not have an own client book. The AM 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 ensures the operational client account management and interacts with internal as well as external stakeholders independently, provides clients with relevant information and supports the RM in implementing customized solutions. Furthermore, the AM acts as role model in bringing the best service quality to clients, RMs and Group Head (GH) in a fast, professional and friendly manner, 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 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. YOUR CHALLENGE Client Administration
Account Manager LATAM, Intermediaries, Geneva, 100% (f/m/d) Arbeitgeber: Julius Baer
Julius Baer ist ein hervorragender Arbeitgeber, der die individuellen Qualitäten seiner Mitarbeiter schätzt und fördert. In einem dynamischen und unterstützenden Arbeitsumfeld bieten wir Ihnen die Möglichkeit, Ihre Fähigkeiten als Corporate Actions Income Specialist voll auszuschöpfen und sich kontinuierlich weiterzuentwickeln. Unsere Unternehmenskultur legt Wert auf Teamarbeit, Eigenverantwortung und Präzision, während wir gleichzeitig eine ausgewogene Work-Life-Balance und attraktive Benefits bieten, um Ihre berufliche und persönliche Zufriedenheit zu gewährleisten.