At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together.
The Account Manager Intermediaries (AM) takes ownership of the account administration, documentation formalities and tasks in daily operations and projects impacting the account administration.
The responsibilities include order placement, handling of client requests, execution of trades and providing administrative support to the team.
In contrast to the Relationship Manager (RM), the AM does not have an own client book. The AM 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 ensures the operational client account management and interacts with internal as wel...