Baer AG seeks an Account Manager Intermediaries in Zürich to manage account administration, documentation, and client operations in collaboration with Relationship Managers.
This position focuses on overseeing account administration, handling documentation formalities, and supporting daily operations and projects that affect account management. The role does not maintain a personal client book but works closely with Relationship Managers to engage with clients. It also serves as a benchmark for service quality and assists the team in managing and expanding the existing client portfolio.
Responsibilities
- Maintains high-quality documentation for client relationships and ensures all formalities are properly handled.
- Manages operational account tasks professionally and resolves system alerts and assignments promptly.
- Updates key client information in coordination with Relationship Managers to keep CRM and other databases accurate.
- Communicates with clients independently and professionally across all account management activities.
- Provides Relationship Managers and team members with precise, timely support for client-related tasks.
- Develops and delivers tailored reports, statistics, and information to clients.
- Relays client feedback to relevant departments to drive ongoing improvements.
Requirements
- Minimum of five years of experience as an Account Relationship Manager, or three years plus a relevant higher degree.
- Fluency in English and Mandarin.
- Demonstrated success in serving banking clients with complex requirements.
- Completion of the internal Account Manager Intermediaries & Family Offices training program.
Nice to have
- Proficiency in German and French.
About the company
Baer AG fosters a culture that honors individual strengths to promote entrepreneurship, empowerment, and meaningful value creation. The organization is guided by core principles of care, passion, and excellence in all its operations.
- Values individual qualities to drive impact and entrepreneurship.
- Operates based on the principles of care, passion, and excellence.
How to apply
Documents to submit:
Quelle: öffentlich zugängliche Karriereseite des Arbeitgebers. Batchly ist nicht der Arbeitgeber und steht nicht notwendigerweise in einem Vertragsverhältnis mit dem Unternehmen.