Account Manager

3 semanas atrás


São Paulo, Brasil BR50 - JBFO Julius Baer Family Office Brasil Gestão de Patrimônio Ltda. Tempo inteiro

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.

In addition to the Assistant Relationship Manager (ARM) Private Banking role profile, the Account Manager Private Banking (AM PB) takes ownership of the account administration, documentation formalities and tasks in daily operations and projects impacting the account administration. In contrast to the Relationship Manager (RM), the AM PB does not have an own client book. The AM PB 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 PB ensures the operational client account management and interacts with internal as well as external stakeholders independently, provides clients with relevant in- formation and supports the RM in implementing customized solutions. Furthermore, the AM PB acts as role model in bringing the best service quality to clients, RMs and Team Heads (THs) in a fast, professional and friendly manner, always living the Julius Baer values (Care, Passion, and Excellence) and thus, helping the team to manage and grow its current client base. He/she channels client feedback to the relevant individuals and departments within the Bank to foster continuous improvement and fast adaptation of processes. The AM PB shows professional commitment to ensuring excellent administration of the account, to clients as well as to the Bank and is willing to go the extra mile.

YOUR CHALLENGE

PRINCIPAIS DESAFIOS DA POSIÇÃO:

·Interação constante com o cliente;

·Rebalanceamento de carteira;

·Participação ativa nos eventos societários

·Organização de rotinas e materiais de reuniões;

·Reportar à área de Sales Support as demandas do cliente;

·Criação de estudos para clientes;

·Interação com a equipe de Portfolio Management;

·Realizar estudos e apresentações

YOUR PROFILE

PRINCIPAIS REQUISITOS:

Superior Completo em Engenharia, Administração de Empresas, Economia ou cursos relacionados. Experiência na área Comercial do Mercado Financeiro, preferencialmente em Family Office. Inglês Avançado. Certificação CPA-20. Conhecimento de matemática financeira. Conhecimentos sólidos no Pacote Office, principalmente Excel e Powepoint. Desejável conhecimento generalista de investimentos e estruturas onshore e offshore. Desejável Certificação CFP

We are looking forward to receiving your full job application through our online application tool.


  • Operations Account Manager

    4 semanas atrás


    Sao Paulo, Brasil WebBeds Tempo inteiro

    **Drive excellence in client management - become our Operations Account Manager**: **J**ob Title**:Operations Account Manager **Department**:Customer Services **Location (primary)**:Sao Paolo, Brasil; Orlando, USA **In this role you will** Reporting to the Head of Global Operations Account Management, the Account Manager is a point of contact for...

  • Account Manager

    4 semanas atrás


    Sao Paulo, Brasil star clothings ltd Tempo inteiro

    **Job brief**: We are looking for an Account Manager to create long-term, trusting relationships with our customers. The Account Manager’s role is to oversee a portfolio of assigned customers, develop new business from existing clients and actively seek new sales opportunities. **Responsibilities**: - Serve as the lead point of contact for all customer...

  • Key Account Manager

    Há 1 mês


    Sao Paulo, Brasil HAYS Tempo inteiro

    KEY ACCOUNT; VENDAS; COMERCIAL; SÊNIOR; QUÍMICO; INGREDIENTES Buscamos um Key Account Manager para atuar em uma multinacional do segmento Químico/Ingredientes, localizada em São Paulo. Como Key Account Manager, você será responsável pelo gerenciamento e desenvolvimento de negócios em uma carteira de clientes estabelecida. Pré-requisitos: -...


  • São Paulo, Brasil Trend Micro Brasil Tempo inteiro

    Estamos contratando um Regional Account Manager para mercado privado : baseado em São Paulo ( Capital ou Interior). Nesta oportunidade, o Regional

  • Account Manager

    Há 1 mês


    São Paulo, Brasil ZTE do Brasil Tempo inteiro

    Account Manager ISPResponsibility:Identifying and developing business opportunities with government and enterprise clients.Increase the current


  • São Paulo, Brasil SHEIN Tempo inteiro

    Account Manager Leader:Search for new business opportunities to turn Shein into the number one e-commerce platform in Brazil. The goal of the Business

  • Key Account Manager

    Há 1 mês


    Sao Paulo, Brasil HAYS Tempo inteiro

    VENDAS; COMERCIAL; LOGÍSTICA; FARMACÊUTICA; SÃO PAULO Buscamos um Key Account Manager para atuar em uma multinacional do segmento logístico. Como Key Account Manager, você será responsável pela manutenção da carteira de clientes e prospecção de novos clientes ao nível LATAM. **Requisitos**: - Experiência na área comercial do setor...

  • Account Manager

    3 semanas atrás


    São Paulo, São Paulo, Estado de São Paulo, Brasil Roha Tempo inteiro

    About ROHAFrom one small office in India in 1972 to a leading Multinational Company, engaged in Manufacture and Marketing of colors and food ingredients, ROHA today has offices in 22 countries, 14 technical application labs in many time zones globally. Manufacturing facilities are spread out across 14 countries: US, UK, Spain, Italy, India, South Africa,...


  • São Paulo, Brasil V4 Company Tempo inteiro

    Estamos em busca de um(a) Account Manager para compor o time de monetização da V4 Company!Você será responsável por cultivar e manter relacionamentos

  • Vip Account Manager

    Há 1 mês


    Sao Paulo, Brasil Pacifica Continental Tempo inteiro

    Our client, an important sports gaming house, is looking for a VIP Account Manager to join their team. As a VIP Account Manager, working from our premises in Sao Paolo, you will be responsible for managing key accounts, maintaining long-term relationships, and maximizing sales opportunities within them. **Key Responsibilities** - Manage a portfolio of Key...

  • Account Manager

    3 semanas atrás


    São Paulo, Brasil Roha Tempo inteiro

    About ROHA From one small office in India in 1972 to a leading Multinational Company, engaged in Manufacture and Marketing of colors and food ingredients, ROHA today has offices in 22 countries, 14 technical application labs in many time zones globally. Manufacturing facilities are spread out across 14 countries: US, UK, Spain, Italy, India, South Africa,...

  • Account Manager

    3 semanas atrás


    são paulo, Brasil Roha Tempo inteiro

    About ROHA From one small office in India in 1972 to a leading Multinational Company, engaged in Manufacture and Marketing of colors and food ingredients, ROHA today has offices in 22 countries, 14 technical application labs in many time zones globally. Manufacturing facilities are spread out across 14 countries: US, UK, Spain, Italy, India, South Africa,...

  • Account Manager

    3 semanas atrás


    São Paulo, Brasil Roha Tempo inteiro

    About ROHAFrom one small office in India in 1972 to a leading Multinational Company, engaged in Manufacture and Marketing of colors and food ingredients, ROHA today has offices in 22 countries, 14 technical application labs in many time zones globally. Manufacturing facilities are spread out across 14 countries: US, UK, Spain, Italy, India, South Africa,...

  • Account Manager

    3 semanas atrás


    São Paulo, Brasil Roha Tempo inteiro

    About ROHAFrom one small office in India in 1972 to a leading Multinational Company, engaged in Manufacture and Marketing of colors and food ingredients, ROHA today has offices in 22 countries, 14 technical application labs in many time zones globally. Manufacturing facilities are spread out across 14 countries: US, UK, Spain, Italy, India, South Africa,...

  • Account Manager

    Há 1 mês


    São Paulo, São Paulo, Estado de São Paulo, Brasil ZTE do Brasil Tempo inteiro

    Account Manager - ISP Responsibility: Identifying and developing business opportunities with government and enterprise clients. Increase the current customer base by prospecting for new accounts or servicing inbound leads in the ISP segment, to generate new business and sales opportunities. Strategic account planning while ensuring alignment of company...

  • Account Manager

    3 semanas atrás


    São Paulo, Brasil BR50 - JBFO Julius Baer Family Office Brasil Gestão de Patrimônio Ltda. Tempo inteiro

    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. In addition to the Assistant Relationship Manager (ARM) Private Banking role profile, the Account Manager Private Banking...

  • Account Manager

    4 semanas atrás


    Sao Paulo, Brasil inDrive Tempo inteiro

    Brazil, São Paulo - Remote - Full-time - Middle - inDrive is developing new verticals of the business, and by combining the experience and practices, we are launching a new line of delivery for large businesses — inDrive.Delivery Pro, and looking for an experienced account manager. **Tasks and duties are to**: - Serve as the lead point of contact for...

  • Account Manager

    3 semanas atrás


    São Paulo, SP, Brasil Roha Tempo inteiro

    About ROHA From one small office in India in 1972 to a leading Multinational Company, engaged in Manufacture and Marketing of colors and food ingredients, ROHA today has offices in 22 countries, 14 technical application labs in many time zones globally. Manufacturing facilities are spread out across 14 countries: US, UK, Spain, Italy, India, South Africa,...

  • Account Manager

    Há 1 mês


    São Paulo, Brasil SHEIN Tempo inteiro

    The Account Manager is a key position for the business development as this person will represent SHEIN for the sellers managed by them. They should be

  • Regional Account Manager

    4 semanas atrás


    Sao Paulo, Brasil HAYS Tempo inteiro

    Buscamos um Regional Account Manager para atuar em empresa do se, localizada em São Paulo. Como Regional Account Manager, você será responsável por desenvolver pipeline e prospectar novos clientes no mercado de Cybersecurity, gerenciando ciclo de vendas completo até o fechamento. Para isso, é necessário experiência em vendas de soluções de...