Account Manager Private Banking - UK International & Canada Zurich

Julius Bär seeks an Account Manager for Private Banking in Zurich to handle account administration and support Relationship Managers in serving UK International and Canadian clients.

This position focuses on the operational backbone of private banking, managing account administration and documentation while collaborating closely with Relationship Managers. Although the role does not carry its own client book, it plays a vital part in supporting the team’s efforts to maintain and expand the existing client base, ensuring all activities align with the firm's core values.

Responsibilities

• Handling daily account administration tasks and documentation formalities.
• Participating in projects that affect account management processes.
• Interacting with clients independently and professionally regarding account matters.
• Supporting the team in managing and growing the current client portfolio.

Requirements

• Excellent command of English.
• Excellent command of German.
• Experience with account administration procedures.
• Familiarity with documentation formalities.
• Understanding of risk management principles.

What the company offers

• The opportunity to make a significant impact and create value beyond traditional wealth management.
• A chance to help shape the future of the wealth management industry.
• An entrepreneurial environment where employees feel empowered.

About the company

Julius Bär fosters a culture that celebrates individual qualities and expects employees to act as role models. The firm emphasizes delivering service that is fast, professional, and friendly to clients, Relationship Managers, and Team Heads. Daily operations are guided by the company's core values of Care, Passion, and Excellence.

• Celebrating and valuing individual qualities.
• Delivering high-quality service that is fast, professional, and friendly.
• Living the core values of Care, Passion, and Excellence.

How to apply

Documents to submit:

• Full job application