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

GENERAL DESCRIPTION

In addition to the Intermediaries Assistant Relationship Manager (ARM) role profile, the Intermediaries Account Manager (AM) takes ownership of the account administration, documentation formalities and tasks during daily operations and in case of impactful projects. This is accompanied by a greater level of independent client interaction than the ARM.

In contrast to the Relationship Manager (RM), the AM do not have their own client book. However, he/she reaches out to and interacts with clients directly, where appropriate and in close collaboration with the RM. Excellent professional, personal and social skills are seen when liaising at all levels. The AM ensures successful operational client account management, through autonomous interaction with both internal and external stakeholders in the scope of their role. They provide clients with relevant information and further support the RM in implementing customised solutions. The Account Manager acts as a role model in bringing the best service quality to clients, RMs and Group Head. They demonstrate professional commitment to ensuring excellent administration of the account and work proactively to go the extra mile to manage and grow our client base.

KEY FEATURES OF THE POSITION

Client Administration and Management

• Actively ensures that operational account management is undertaken professionally, with all tasks/system alerts cleared directly where possible
• Proactively takes the lead in supporting the RM and team in client interaction in all respects, with high quality, precision, and timely response
• Interacts with clients in an independent and professional manner in all aspects of account management
• Ensures accurate and high quality client relationship document formalities are met and maintained to a high standard at all time
• Actively maintains client key data in liaison with the RM to ensure data sets are correct for good maintenance of the relationship
• Creates and provides clients with customised information, reports, and statistics
• Where appropriate is part of client meetings and can even lead parts of the meeting (e.g. documentation formalities, compliance, other requests of the client) if case allows
• Comp