Account Manager Private Banking, Middle East&Africa Geneva, …

The Account Manager PB (AM PB) works closely with the Relationship Manager (RM) and Team Head to serve clients in the Middle East Market.

He/she demonstrates excellent professional, personal and social skills when liaising with clients and the RM, ensures operational client account management, interacts with internal and external stakeholders independently, provides clients with relevant information and supports the RM in implementing customized solutions.

The AM PB acts as a role model, delivering best service quality to clients, RMs and Team Heads (THs) in a fast, professional and friendly manner, living the Julius Baer values (Care, Passion, and Excellence). He/she channels client feedback to drive continuous improvement and fast adaptation of processes.

The AM PB shows professional commitment to ensuring excellent administration of the account, for clients as well as for the Bank, and is willing to go the extra mile.

YOUR CHALLENGE

Proactively taking the lead in supporting the Relationship Managers in client relationship management and all related tasks

Participating in client meetings and leading certain parts of them (e.g. documentation formalities, compliance and other requests)

Actively ensuring that operational account management is done professionally, with all tasks/system alerts cleared directly where possible or via Relationship Manager

Ensuring 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) and account opening forms

Processing client orders such as payments, credits as well as foreign exchange and securities transactions; account openings/closings, maintenance of the accounts (general bookkeeping), cash management; keeping client data base up-to-date

Ensure appropriate preparation and upgrade of clients KYC documentation (e.g. yearly account reviews and account opening) in agreement with the Relationship Managers

Particular attention dedicated to AML monitoring and regulatory notifications (advisory process, CRM alerts etc…)

Interacting with clients in an independent and professional manner in all aspects of account management

Compiling presentations, independently drafting investment proposals and supporting in marketing activities

Solving the administrative issues that arise and ensuring that all relevant systems are maintained and updated and all documentation is collected as necessary

Organizing business trips and client meetings

Deputizing of peers within the team and Relationship Managers during absences

YOUR PROFILE

Either at least 5 years of experience as ARM or 3 years of experience as ARM and job related higher degree (e.g. Bachelor, CFA/AZEK/CAIA), without counting the apprenticeship period

English is an absolute prerequisite. French is a plus

Proven track‑record in servicing banking clients with complex needs (on-boarding new clients, maintaining and extending current relationships)

Successful completion of the internal AM PB training programme

Good knowledge of the Market i.e. familiar with the legal and regulatory environment as well as cultural awareness

Profound understanding of relevant products, services and tools in Private Banking as well as good knowledge of global financial markets and current developments in the industry

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

Proactive and independent work approach as well as takes on extra responsibilities at own initiative

Highly service-oriented and passionate about client servicing with exceptional communication skills and always communicates in a friendly, competent and professional manner

High personal integrity and ethical behaviour

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