Account Manager Private Banking - Market Italy Zurich

Julius Bär seeks an Account Manager for Private Banking in Zurich to support Relationship Managers with account administration and client interactions, requiring excellent English and Italian skills.

This position focuses on managing account administration, documentation, and operational tasks within the Private Banking division. The role supports Relationship Managers by handling daily operations and project-based duties, serving as a model for service quality while upholding the company's core values of Care, Passion, and Excellence. It does not involve managing a personal client book but rather works closely with Relationship Managers to ensure seamless service delivery.

Responsibilities

• Engage with clients professionally and independently regarding all account management matters.
• Manage account administration and handle necessary documentation formalities.
• Participate in projects that affect account administration processes.
• Collaborate closely with Relationship Managers to support their client engagements.

Requirements

• Proficiency in account administration.
• Experience with documentation formalities.
• Knowledge of risk management principles.
• Excellent command of English.
• Excellent command of Italian.

What the company offers

• Chance to make a significant impact and create value beyond traditional wealth management.
• Opportunity to contribute to shaping the future of wealth management.
• Environment that encourages entrepreneurial spirit and empowerment.

About the company

Julius Bär is a private bank that celebrates individual qualities and operates based on the values of Care, Passion, and Excellence. The company fosters a culture where employees are empowered to create value and shape the future of wealth management.

• The company values individual qualities.
• Core values include Care, Passion, and Excellence.
• Employees are encouraged to be impactful and entrepreneurial.

How to apply

Documents to submit:

• Full job application