Account Manager Private Banking - Zurich Senior Client Executive 1

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

Responsibilities

• Engage with clients professionally and independently regarding all account management matters.
• Manage account administration and handle necessary documentation formalities.
• Execute tasks related to daily operations and specific projects affecting account administration.
• Collaborate closely with Relationship Managers to ensure seamless service delivery.

Requirements

• Demonstrate excellent proficiency in both German and English.
• Possess strong skills in account administration and documentation formalities.
• Apply risk management principles in daily tasks.

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 are empowered to drive results.

About the company

Julius Bär fosters a culture that celebrates individual qualities and is guided by the values of Care, Passion, and Excellence. The company encourages employees to embody these principles in their professional conduct.

• The organization values individual qualities and encourages personal expression.
• Core values include Care, Passion, and Excellence, which guide employee behavior.

How to apply

Documents to submit:

• Full job application