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Skills: Account management, Client servicing, Banking operations, Trade execution, Risk management
Zurich, Zurich, Switzerland · On-site
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Zurich, Zurich, Switzerland · On-site
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Zurich, Zurich, Switzerland · On-site
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Zurich, Zurich, Switzerland · On-site
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Zurich, Zurich, Switzerland · On-site
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Zurich, Zurich, Switzerland · On-site
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Zurich, Zurich, Switzerland · On-site
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Zurich, Zurich, Switzerland · Hybrid
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Drees & SommerZurich, Zurich, Switzerland · Hybrid
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Zurich, Zurich, Switzerland · On-site
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Zurich, Zurich, Switzerland · On-site
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Zurich, Zurich, Switzerland · On-site
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The Account Manager handles daily account administration, documentation, and trade execution while supporting Relationship Managers with client requests. They act as a primary point of contact for operational tasks and ensure full adherence to legal and internal risk management policies.
Candidates must have a proven track record in servicing banking clients with complex needs and possess strong fluency in Spanish and English. A sound understanding of the legal and regulatory environments in Latin America and Switzerland is required.
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.Supports the RMs and the team in client interactions in all respects
Responds to incoming calls and takes prompt action
Maintains and updates records of client instructions, details, and preferences
Creates system-based reports for the RMs
Provides clients with verbal and/or written information and data, giving neither advice nor any statement of opinion as value judgement
Handles and executes clients’ requests by processing orders, trades, transactions and, payments (outside e-channels)
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 collected as necessary
Collects and shares relevant information, ideas, findings and research with colleagues to improve processes and to increase productivity and quality
Conducts reviews, plans ahead and documents his/her own work at all times
Provides professional input proposals for improvements based on experience, incident occurrence or observation
Full adherence at all times to compliance, legal guidelines, internal rules, regulations and policies
Acts as the first line of risk defence, through raising concerns, following up on issues and escalating as necessary
Proven track record in servicing banking clients with complex needs (on boarding of new clients, maintaining and extending current relationships)
Sound affinity with Latin America and Switzerland, i.e. familiar with the legal and regulatory environment, as well as cultural awareness
Excellent organisational skills, able to work swiftly, independently within the Account Manager’s scope and accurately even when under pressure
Strong fluency in Spanish and English (oral and written). Additional language is an asset.
Proactive, friendly, team-player and solutions oriented
Impeccable presentation and communication skills
Highly service oriented and passionate about client servicing
Strong integrity, ethics, and risk awareness combined with solid client-focused mindset
Advanced knowledge of global financial markets and current developments in the industry
Good MS Office skills
We are looking forward to receiving your full job application through our online application tool. Further interesting job opportunities can be found on our Career site.
Is this not quite what you are looking for? Set up a job alert by creating a candidate account here.
Julius Baer is the international reference in wealth management, based on a solid Swiss heritage.
Julius Baer is present in around 25 countries and 60 locations. Headquartered in Zurich, we have offices in key locations including Bangkok, Dubai, Dublin, Frankfurt, Geneva, Hong Kong, London, Luxembourg, Madrid, Mexico City, Milan, Monaco, Mumbai, Santiago de Chile, Shanghai, Singapore, Tel Aviv, and Tokyo. Our client-centric approach, our objective advice based on the Julius Baer open product platform, our solid financial base, and our entrepreneurial management culture make us the international reference in wealth management.
Offices: Bahnhofstrasse 36, Zurich, Zürich 8010, CH · 7 Straits View, #28-01 Marina One East Tower, Singapore, Singapore 018960, SG · 1 Harbour View Street, Central, 39/F, One International Finance Centre, Hong Kong, Hong Kong Central, HK · Dubai International Financial Centre (DIFC), ICD Brookfield Place, Level 15, Dubai, Dubai 504925, AE · 1 St Martins le Grand, London, England EC1A 4AS, GB
There are currently 1,009 open management & leadership positions in Zurich, Switzerland listed on Clera. New openings are added daily as companies post roles.
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