Job Description

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.

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.

YOUR CHALLENGE

Client Administration & Management

• Ensures that accurate and high-q uality client relationship documentation formalities are met and maintained to a high standard at all times including client identification documentation (CDB), account op ening forms and other relevant legal forms
• Actively ensures that op erational account management is undertaken pr ofessionally, with all taskssy stem alerts cleared directly where p ossib le or via RM if investment-related advice is needed
• Where ap propr iate is p art of client meetings and even leads p arts of the meeting (eg documentation formalities, comp liance, other req uests 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 indep endent and pr ofessional manner in all asp ects of account management
• Proactively takes the lead in sup porting the RM sTH in client relationship and all related tasks (sy stems, ap plications, pr ocesses, documents etc), with high-q uality, pr ecision and timely resp onsiveness
• Ensures op erational coverage and client interaction (not advice) within the team during ab sences
• Comp iles pr esentations, indep endently drafts investment pr oposals and sup ports in marketing activities
• Creates and pr ovides clients with customized information, rep orts and statistics, etc
• M anages the RM TH’s calendar, pr ep ares client meetings, organizes b usiness trip s, comp letes the p ost pr ocessing of client calls, client meetings or business trips for RM sTHs on hisher own

Business Management

• M anages the internal pr ojects which imp act the account relationships of an RM, directly solving the administrative issues that arise and ensuring that all relevant sy stems are maintained and up dated and all documentation collected as necessary
• Collects and shares relevant information, ideas, findings and researchwith colleagues to impr ove p ro- cesses and to increase pr oductivity and q uality
• Organises himselfherself in an efficient and comp liant manner and ensures timely and ap propriate information of the sup erior
• Conducts reviews, p lans ahead and documents hisher own work at all times
• Provides pr ofessional inp ut pr op osals for impr ovements b ased on exp erience, incident occurrence or ob servation
• M anages the exp ense claim pr ocess for RMsTH pr oactively

Risk Management & Controls

• Actively helps managing risk (sup port first line of defence), ie in client documentation, by raising concerns, following up on issues indep endently and by escalating when in doubt
• Ensures adherence to local regulations and comp liance with internal p olicies and standards (eg new account op enings, p ay ment instructions, reviewing client p hone calls or signing off at own level of comp etence etc) in collab oration with the resp ective RMs and TH
• Ensures timely clearance of p ending items and escalated deficiencies
• Ensures ap propr iate ethical and comp liant b ehaviour in hisher area of resp onsib ility
• Ensures correct, meaningful and understandable documentation of client interactionclient orders in the corresp onding tools (eg CRM, DiAS)

YOUR PROFILE

Personal & Social Skills

• Excellent situational adap tab ility (ab le to work with RMs and clients from diverse b ackgrounds)
• Friendly, trustworthy and discreet p ersonality with a high level of risk awareness
• Proactive and indep endent work ap proach
• Positive “can do” attitude and ap proaches challenges with an op en mind
• Takes on extra resp onsib ilities at own initiative
• Highly service oriented and p assionate ab out client servicing
• Excep tional communication skills and always communicates in a friendly, competent and pr ofessional manner
• Aims for excellence by finding ways to do things smarter, faster, b etter and is also not afraid to q uestion a status q uo
• Sy stematic, pr ecise and diligent working sty le and the ab ility to p erform exceedingly well under pr essure
• Team p lay er
• High personal integrity and ethical b ehaviour
• Is a go-to p erson by eg help ing colleagues, training other assistants, p articip ating in the “Buddy Programme”

Professional Skills

• Sound affinity with the geograp hic market(s) covered, ie familiar with the legal and regulatory environment as well as cultural awareness
• Profound understanding of relevant pr oducts, services as well as tools in Private Banking
• Advanced knowledge of glob al financial markets and current develop ments in the industry

Education & Experience

• Either at least 5 y ears of exp erience as ARM or 3 y ears of exp erience as ARM and job related higher degree (eg Bachelor, CFAAZEKCAIA), without counting the ap prenticeship p eriod
• Excellent language skills in English and Portuguese (verb al and written) is a must, Spanish would be an advantage
• Proven track record in servicing b anking clients with comp lex needs (on b oarding of new clients, maintaining and extending current relationship s)
• Successful comp letion of the internal AM PB training pr ogramme

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