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 supports the Team and the Relationship Managers (RMs) with all tasks related to servicing Private Banking clients.

Responsibilities include order placement, handling of client requests, execution of trades and providing administrative support to the team.

The role offers an opportunity to develop into a Junior Relationship Manager role in the mid to long term.

YOUR CHALLENGE

Client Administration & Management

• Supports the RM and team in client interaction in all respects
• Responds to incoming calls and takes prompt action
• Maintains and updates records of client instructions, details, and preferences. Creates system-based reports for the RM
• Provi...