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Julius BaerPosted 1 month ago

Account Manager, Intermediaries, Geneva, 100% (f/m/d)

On-siteGenève, Geneva, Switzerland

Full TimeLarge

Job Summary

Manage client administration, documentation, and daily operations by handling order placement, executing trades, and processing payments while maintaining accurate client records and preferences. Respond to incoming calls, provide relevant information without offering advice, and channel client feedback to foster process improvements. Support Relationship Managers in implementing customized solutions, manage internal projects impacting client relationships, and ensure full adherence to compliance and risk guidelines. Collaborate with internal and external stakeholders to deliver fast, professional service quality.

Required Qualifications

  • Proven track record in servicing banking clients with complex needs (on boarding of new clients, maintaining and extending current relationships)
  • Sound affinity with the Middle East, 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
  • 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
  • Strong fluency in French and English (oral and written)
  • Very good MS Office skills

Desired Qualifications

  • Additional language an asset

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