Bank Julius Bär & Co. AG
Account Manager, Geneva, 100% (f/m/d)
Genf · GE
- Berufsfeld
- Banken & Versicherungen · Bank-Operations & Back Office
- Ausbildung
- Keine bestimmte Ausbildung
- Sprachkenntnisse
- Englisch · Französisch
- Lohn
- Geschätzt CHF 60’000–90’000 pro Jahr (100 %)
- Schätzung von jopp, nicht aus dem Inserat.
- Veröffentlicht am
- 21. September 2026
- Zuletzt gesehen
- 21. September 2026
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.
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
Provides clients with verbal and/or written information and data, giving neither advice nor any statement of opinion as value judgement
Processes orders, trades, transactions, payments placement (outside e-channels) and handles and executes clients’ requests
Business Management
Organises and follows up client meetings, including logistics and document preparation
Supports the RM in investigations and troubleshooting, maintaining close bank-internal cross-team/unit collaboration
Risk Management
Full adherence at all times to compliance, legal guidelines, internal rules, regulations and policies
Acts as the first line of risk defence, through raising concerns, following up on issues and escalating as necessary
YOUR PROFILE
Excellent organisational skills, able to work swiftly, independently within the Assistant RM scope and accurately even when under pressure
Proactive, friendly, team player and solution-oriented
Impeccable presentation and communication skills
Strong integrity, ethics and risk awareness combined with solid client-focused mindset
Foundational knowledge of financial markets: structure, function and legal/regulatory environment as well as industry awareness
Strong fluency in French and English (oral and written)
Very good MS Office skills
CWMA is a plus
We are looking forward to receiving your full job application through our online application tool. Further interesting job opportunities can be found on our Career site.
Is this not quite what you are looking for? Set up a job alert by creating a candidate account here.