Account Manager, Turkey (m|f|x) Geneva

At Julius Baer, we celebrate and value the unique qualities you bring, enabling you to make an impact, 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 account administration, documentation formalities, and tasks related to daily operations and projects that impact account administration. Unlike the Relationship Manager (RM), the AM PB does not have a client book of their own. The AM PB reaches out to clients as appropriate, working closely with the RM. He or she demonstrates excellent professional, personal, and social skills when liaising with clients and the RM. The AM PB ensures the operational management of client accounts and interacts independently with internal and external stakeholders, provides clients with relevant information, and supports RMs in implementing customized solutions. Furthermore, the AM PB serves as a role model in delivering the highest quality of service to clients, RMs, and Group Heads (GHs) in a prompt, professional, and friendly manner, consistently embodying the Julius Baer values (Care, Passion, and Excellence) and thereby helping the team manage and grow its current client base. He or she channels client feedback to the relevant individuals and departments within the Bank to foster continuous improvement and rapid adaptation of processes. The AM PB demonstrates professional commitment to ensuring excellent account administration—both for clients and for the Bank—and is willing to go the extra mile.

Tasks

Client Administration & Management

• Ensures that accurate and high-quality client relationship documentation requirements are always met and maintained to a high standard, including client identification documentation (CDB), account opening forms, and other relevant legal forms
• Actively ensures that operational account management is carried out professionally, with all tasks and system alerts resolved directly whenever possible or through the Relationship Manager (RM) if investment-related advice is needed
• Participates in client meetings and even leads parts of the meeting (e.g., documentation formalities, compliance, other client requests) when appropriate
• Actively maintains key client data in coordination with RMs to ensure that CRM and other data sets are accurate for effective relationship management
• Interacts with clients in an independent and professional manner in all aspects of account management
• Proactively takes the lead in supporting the RMs/GH in client relationship management 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
• Compiles presentations, independently drafts investment proposals, and supports marketing activities
• Creates and provides clients with customized information, reports, and statistics as appropriate
• Manages the RM/GH’s calendar, prepares client meetings, organizes business trips, and independently handles the follow-up work related to client calls, client meetings, or business trips for RMs/GHs

Business Management

• Manages internal projects that impact an RM’s client relationships, directly resolving administrative issues as they arise and ensuring that all relevant systems are maintained and updated and all necessary documentation is collected
• Collects and shares relevant information, ideas, findings, and research with colleagues to improve processes and increase productivity and quality
• Conducts reviews, plans ahead, and documents his or her own work at all times
• Provides professional input and proposals for improvements based on experience, incidents, or observations
• Proactively manages the expense claim process for RMs/GH

Risk Management & Controls

• Actively assists in managing risk (supporting the first line of defense), for example, in client documentation, by raising concerns, following up on issues independently, and escalating matters 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 approving matters within one’s own level of authority, etc.) in collaboration with the respective RMs and GH
• Ensures the timely resolution of pending items and escalated deficiencies
• Ensures appropriate ethical and compliant behavior within his/her area of responsibility
• Ensures accurate, meaningful, and understandable documentation of client interactions and client orders in the relevant systems (e.g., CRM, DiAS)

Profile / Your qualification / Your personality

Personal & Social Skills

• Excellent ability to adapt to different situations (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 style
• Positive “can-do” attitude and open-minded approach to challenges
• Takes on additional responsibilities on their own initiative
• Highly service-oriented and passionate about client service
• Exceptional communication skills and always communicates in a friendly, competent, and professional manner
• Strives for excellence by finding ways to do things smarter, faster, and better, and is not afraid to challenge the status quo
• Systematic, precise, and diligent work style, with the ability to perform exceptionally well under pressure
• Team player
• High personal integrity and ethical conduct
• Serves as a go-to person by, for example, helping colleagues, training other assistants, and participating in the “Buddy Program”

Professional Skills

• Strong familiarity with the geographic market(s) covered, including knowledge of the legal and regulatory environment as well as cultural awareness
• In-depth understanding of relevant products, services, and tools in private banking
• Advanced knowledge of global financial markets and current industry trends

Education & Experience

• Either at least 5 years of experience as an ARM or 3 years of experience as an ARM and a job-related higher degree (e.g., bachelor’s degree, CFA/AZEK/CAIA), not including the apprenticeship period
• Previous experience in Private Banking
• Excellent verbal and written communication skills in English and Turkish
• Proven track record in serving banking clients with complex needs (onboarding new clients, maintaining and expanding existing relationships)
• Successful completion of the internal AM PB training program

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Location

7 Rue Pierre-Fatio, CH-1204 Geneva