Account Manager Relationship Manager (m|f|x) Basel

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.

Tasks

• 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 investment-related advice is needed
• 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
• Proactively takes the lead in supporting the RMs/TH in client relationship and all related tasks (systems, applications, processes, documents etc.), with high-quality, precision and timely responsiveness
• Ensures operational coverage and client interaction (not advice) within the team during absences
• Manages the RM/TH’s calendar, prepares client meetings, organizes business trips, completes the post processing of client calls, client meetings or business trips for RMs/THs on his/her own
• Actively helps managing risk (support first line of defence), i.e. in client documentation, by raising concerns, following up on issues independently and by escalating when in doubt
• Ensures adherence to local regulations and compliance with internal policies and standards (e.g. new account openings, payment instructions, reviewing client phone calls or signing off at own level of competence etc.) in collaboration with the respective RMs and TH
• Ensures timely clearance of pending items and escalated deficiencies
• Ensures appropriate ethical and compliant behaviour in his/her area of responsibility
• Ensures correct, meaningful and understandable documentation of client interaction/client orders in the corresponding tools (e.g. CRM, DiAS)

Profile / Your qualification / Your personality

• Excellent situational adaptability (able to work with RMs and clients from diverse backgrounds)
• Friendly, trustworthy and discreet personality with a high level of risk awareness
• Positive “can do” attitude and approaches challenges with an open mind
• Highly service oriented and passionate about client servicing
• Exceptional communication skills and always communicates in a friendly, competent and professional manner
• Systematic, precise and diligent working style and the ability to perform exceedingly well under pressure
• Team player
• Either at least 5 years of experience as Assistant RM or 3 years of experience as Assistant RM
• Excellent language skills in German and English (verbal and written)
• Proven track record in servicing banking clients with complex needs (on boarding of new clients, maintaining and extending current relationships)

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Location

Freie Str. 107, CH-4001 Basel