Baer AG seeks an Account Manager for the Iberia market in Geneva to support Private Banking clients and Relationship Managers. The role offers a pathway to a Junior Relationship Manager position.
This position assists the team and Relationship Managers with all aspects of servicing Private Banking clients. It provides a clear opportunity to grow into a Junior Relationship Manager role over the mid to long term.
Responsibilities
- Assist Relationship Managers and the wider team with all client interaction tasks.
- Handle incoming calls and take immediate action on client inquiries.
- Maintain accurate records of client instructions, details, and preferences, and generate system-based reports for Relationship Managers.
- Provide clients with factual verbal or written information and data, strictly avoiding advice or value judgments.
- Process orders, trades, transactions, and payments placed outside electronic channels, and execute client requests.
- Organize and follow up on client meetings, including logistics and document preparation.
- Support Relationship Managers in investigations and troubleshooting by collaborating closely with internal bank teams.
- Ensure strict adherence to all compliance, legal guidelines, internal rules, regulations, and policies.
- Act as the first line of risk defense by raising concerns, following up on issues, and escalating as necessary.
Requirements
- Excellent organizational skills with the ability to work swiftly, independently, and accurately under pressure.
- Proactive, friendly, team-oriented, and solution-focused approach.
- Impeccable presentation and communication skills.
- Strong integrity, ethics, and risk awareness combined with a client-focused mindset.
- Foundational knowledge of financial markets, including structure, function, and the legal/regulatory environment.
- Strong fluency in Spanish and English (oral and written).
- Very good MS Office skills.
About the company
The company values individual qualities, empowering employees to be impactful, entrepreneurial, and to create value beyond wealth. It invites professionals to help shape the future of wealth management together.
- Values individual qualities and empowers employees to be impactful and entrepreneurial.
- Encourages creating value beyond wealth.
- Invites professionals to shape the future of wealth management together.
How to apply
Documents to submit:
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