Intermediaries Account Manager

About the role

Julius Baer is hiring an Intermediaries Account Manager (AM). The AM takes ownership of account administration, documentation and daily operational tasks, with more independent client interaction than the Intermediaries Assistant Relationship Manager (ARM). Unlike the Relationship Manager (RM), the AM does not have their own client book but interacts directly with clients, in close collaboration with the RM.

Key responsibilities

• Ensure professional account management, clearing tasks and system alerts directly where possible
• Support the RM and team in client interaction with high quality, precision and timely response
• Interact with clients independently and professionally, keeping client relationship documents accurate and complete
• Maintain client key data in liaison with the RM and provide customised information, reports and statistics
• Take part in client meetings and lead parts of them (documentation, compliance, client requests); compile presentations and support marketing activities
• Promote and service dedicated Intermediaries e-channels
• Organise and follow up client meetings, including logistics and document preparation
• Support the RM in investigations and troubleshooting, manage internal projects affecting the account and propose improvements
• Review, plan and document own work; deputise RMs in agreed topics and help train new ARMs
• Follow compliance, legal guidelines and internal rules, and act as a first line of risk defence

Required profile

• Relevant experience as Assistant Relationship Manager or 3 years as ARM with a job-related degree (e.g. Bachelor, CFA or similar), excluding the apprenticeship period
• Completed the internal ARM training programme
• Proven track record serving banking clients with complex needs
• Regulatory registration where applicable: MAS Registered/Appointed Representative, CACS Papers 1 and 2, preferably with CMFAS modules 1B, 5, 6A, 8A

Required skills

• Advanced knowledge of financial markets, products and services for EAM clients, and valuation principles
• Strong fluency in English, preferably also Business Mandarin
• Very good MS Office skills
• Independent, proactive and customer-oriented approach with strong organisational skills