Account Manager, Geneva, 100% (f/m/d)

Julius Bär seeks an Account Manager in Geneva to handle account administration and support Relationship Managers in growing the client base while upholding company values.

This position focuses on the operational backbone of private banking by managing account administration, documentation, and daily tasks. The Account Manager collaborates closely with Relationship Managers to support the growth of the existing client portfolio, without holding an independent client book. The role is designed to empower individuals to create value beyond traditional wealth management through entrepreneurial initiative.

Responsibilities

• Manage account administration, including documentation formalities and operational tasks.
• Participate in projects that impact account administration processes.
• Interact with clients independently and professionally regarding account management matters.
• Support the team in managing and expanding the current client base.

Requirements

• Proficiency in account administration.
• Knowledge of risk management principles.
• Experience with documentation processes.
• Excellent command of the English language.

What the company offers

• A culture that celebrates and values individual qualities.
• The opportunity to be impactful, entrepreneurial, and empowered to create value beyond wealth.

About the company

Julius Bär is dedicated to shaping the future of wealth management in collaboration with its employees. The organization is built on core values of Care, Passion, and Excellence, fostering an environment where individual strengths are recognized and utilized.

• The company values Care, Passion, and Excellence.
• The company aims to shape the future of wealth management together with employees.

How to apply

Documents to submit:

• Full job application