Account Manager – Geneva 100% (m/f/d) at BANK JULIUS BAER CO LTD

Geneva, Geneva, Switzerland -

Full Time

Start Date

Immediate

Expiry Date

18 Jun, 26

Salary

0.0

Posted On

20 Mar, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Management, Operational Excellence, Client Service, Account Lifecycle Management, Compliance, KYC, Documentation Management, Data Validation, CRM, Client Inquiries, Transaction Facilitation, Reporting, Process Improvement, Risk Management, Regulatory Adherence, Discretion

Industry

Banking

Description

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. For our team in Geneva, we are currently looking for an experienced account manager, fluent in French and English. The Account Manager Private Banking at Julius Baer ensures operational excellence and superior client service by managing the full account lifecycle, from onboarding to compliance, supporting Relationship Managers and enhancing client experiences. A trusted partner, the role demands precision, discretion, and strong collaboration, embodying the bank’s values of Care, Passion, and Excellence. It’s ideal for service-focused professionals who take pride in accuracy and making a meaningful impact behind the scenes. YOUR CHALLENGE Owns end-to-end client account administration, ensuring accurate and compliant documentation (KYC/CDB, account openings, legal forms) is completed and maintained to the highest standard Manages day-to-day operational tasks, resolves system alerts, and handles client requests independently or coordinates with RMs for investment-related matters Maintains and validates client key data and CRM records in close partnership with RMs to ensure relationship integrity Engages directly with clients professionally handling inquiries, facilitating transactions, and leading non-advisory agenda items in meetings when appropriate Prepares client meetings, manages calendars, organises business trips, and conducts thorough follow-ups independently Creates tailored reports, presentations, and investment proposals; supports marketing and client event initiatives Drives operational efficiency by managing internal projects affecting client accounts, resolving administrative issues, and ensuring all systems and documentation are up to date Proactively identifies opportunities for process improvements and shares best practices to enhance team performance Takes ownership of expense claims and administrative support for RMs/Team Heads Supports risk and compliance by actively identifying, addressing, and escalating potential issues; ensures adherence to internal policies and local regulations Guarantees timely resolution of pending items, audits, and control deficiencies Documents all client interactions and instructions clearly and completely in CLM, CRM, DiAS, Wealth Navigator or other designated systems Upholds ethical standards and promotes a culture of compliance, precision, and service excellence YOUR PROFILE Client-focused with strong integrity, discretion, and excellent interpersonal skills; builds trust easily Adaptable and culturally aware—works effectively with diverse clients and teams Proactive, independent, and solution-driven; takes initiative and embraces change Communicates clearly and professionally in English and French, additional languages beneficial Minimum 5 years as ARM, or 3 years with relevant degree (e.g. Bachelor’s, CFA, CAIA, AZEK, CWMA) Proven experience handling complex client mandates In-depth knowledge of private banking products, services, systems, and market developments Team player who supports colleagues, shares knowledge, and contributes to service excellence 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. The international reference in wealth management Julius Baer is the leading Swiss wealth management group. We focus on servicing and advising sophisticated private clients from around the world, taking into account what truly matters to them – in their business and personal life, today and for future generations. Headquartered in Zurich, we are present in around 60 locations worldwide, including Bangkok, Dubai, Dublin, Frankfurt, Geneva, Hong Kong, London, Luxembourg, Madrid, Mexico City, Milan, Monaco, Mumbai, Santiago de Chile, Shanghai, Singapore, Tel Aviv, and Tokyo. Why join Julius Baer? At Julius Baer our employees enjoy the benefits of a global company with the support and collegiality of a much smaller one. We are growing quickly, but we remain dedicated to maintaining our accessible structure with flat hierarchies, and approachable and supportive leaders. With offices around the world, we offer an international and stimulating work environment and the opportunity to work with a diverse team of highly motivated colleagues, bringing the best of the bank to our clients. Our core values of Care, Passion, and Excellence define the tone of how we interact with each other and our partners. Committed to your success Whether nurturing young talent with our renowned apprentice scheme, enabling ambitious university graduates to put theory into practice with our Graduate Programme, or providing first-class opportunities for experienced professionals, we look after our employees. We believe in continuous learning as a company and as individuals, which is why we put a focus on the health and well-being of our employees and offer flexible working options, a wide array of benefits, and extensive career development programmes. For more information visit www.juliusbaer.com or contact us via the Contact Form. For recruiting agents, please see the additional information here.

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Responsibilities

The Account Manager is responsible for owning end-to-end client account administration, ensuring accurate and compliant documentation, and managing day-to-day operational tasks, including resolving system alerts and handling client requests. This role also involves preparing client meetings, creating tailored reports, and supporting risk and compliance efforts by escalating potential issues.