Account Manager

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) Intermediaries & Family Offices role profile, the Account Manager Intermediaries & Family Offices (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-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
- 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 is part of 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
- Ensures operational coverage and client interaction (not advice) within the team during absences.
- Creates and provides clients with customized information, reports and statistics, etc.

**Business Management**
- Organises and follows up client meetings, including logistics and document preparation, on own initiative
- Supports the RM in investigations and troubleshooting, maintaining close bank-internal cross-team/division collaboration
- Manages the internal projects which impact the account relationships of an RM, directly solving the administrative issues that arise and ensuring that all relevant systems are maintained and updated, and all documentation is collected as necessary
- Provides professional input proposals for improvements based on experience, incident occurrence or observation
- Conducts reviews, plans ahead and documents his/her own work at all times
- Can deputise RMs in day-to-day matters in certain agreed topics
- Is typically the go-to person for new ARMs and can help in the induction process to share knowledge and best practices in terms of systems, data, processes, and client interaction

**Risk Management and Controls**
- Full adherence at all times to compliance, legal guidelines, internal rules, regulations and policies, with action, review and sign off made in collaboration with the respective RMs and Group Head
- Is a first line of risk defence, through raising concerns, following up on issues independently and escalating when in doubt
- Demonstration of appropriate values and behaviours including but not limited to standards on honesty and integrity, due care and diligence, fair dealing (treating customers fairly), management of conflicts of interest, competence and continuous development, adequate risk management, and compliance with applicable laws and regulations

**YOUR PROFILE**:
**Education and Experience**
- Relevant work experience as Assistant Relationship Manager or 3 years of experience as ARM together with a job-related high degree (e.g. Bachelor, CFA or similar) without counting the apprenticeship period
- Successful completion of the internal ARM training programme
- Proven track record in servicing banking clients with complex needs (onboarding of new clients, maintaining and extending current relationships)

**Professional Skills**
- Advanced knowledge of financial markets: structure, function and