Account Manager Private Banking

Stellenbeschreibung:

Responsibilities

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. 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 information and supports the RM in implementing customized solutions. Furthermore, the AM PB acts as a 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.