Account Manager Private Banking - Zurich Senior Client Executive 1 — Julius Baer
- Location
- Zurich
- Contract
- other
- Posted
- —
Role overview
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.
In addition to the Assistant Relationship Manager (ARM) Private Banking role profile, the Account Manager Private Banking (AM PB) takes ownership of the account administration, documentation formalities and tasks in daily operations and projects impacting the account administration.
- 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.
- Takes on extra responsibilities at own initiative
- Highly service oriented and passionate about client servicing
- Personal & Social Skills
- Excellent situational adaptability (able to work with RMs and clients from diverse backgrounds)
Main responsibilities
- Takes on extra responsibilities at own initiative
- Highly service oriented and passionate about client servicing
- Exceptional communication skills and always communicates in a friendly, competent and professional manner
- Aims for excellence by finding ways to do things smarter, faster, better and is also not afraid to question a status quo
- Systematic, precise and diligent working style and the ability to perform exceedingly well under pressure Team player
- High personal integrity and ethical behaviour
- Is a go-to person by e.g. helping colleagues, training other assistants, participating in the “Buddy Programme” Professional Skills
- Sound affinity with the geographic market(s) covered, i.e. familiar with the legal and regulatory environment as well as cultural awareness
- Profound understanding of relevant products, services as well as tools in Private Banking
- Advanced knowledge of global financial markets and current developments in the industry Education & Experience
Key requirements
- Personal & Social Skills
- Excellent situational adaptability (able to work with RMs and clients from diverse backgrounds)
- Friendly, trustworthy and discreet personality with a high level of risk awareness Proactive and independent work approach
- Positive “can do” attitude and approaches challenges with an open mind
Application process
- Proactively takes the lead in supporting the RMs/TH in client relationship and all related tasks (systems, applications, processes, documents etc.), with high-quality, precision and timely responsiveness
- Ensures operational coverage and client interaction (not advice) within the team during absences.
- Compiles presentations, independently drafts investment proposals and supports in marketing activities
- Creates and provides clients with customized information, reports and statistics, etc.
- Manages the RM/TH’s calendar, prepares client meetings, organizes business trips, completes the post processing of client calls, client meetings or business trips for RMs/THs on his/her own Business Management
- Manages the internal projects which impact the account relationships of an RM, directly solving the administrative issues that arise and ensuring that all relevant systems are maintained and updated and all documentation collected as necessary
- Collects and shares relevant information, ideas, findings and researchwith colleagues to improve pro- cesses and to increase productivity and quality
- Organises himself/herself in an efficient and compliant manner and ensures timely and appropriate information of the superior
Additional details
- The AM PB shows professional commitment to ensuring excellent administration of the account, to clients as well as to the Bank and is willing to go the extra mile. Client Administration & Management
- Manages the RM/TH’s calendar, prepares client meetings, organizes business trips, completes the post processing of client calls, client meetings or business trips for RMs/THs on his/her own Business Management
- Manages the expense claim process for RMs/TH proactively. Risk Management & Controls
- Ensures correct, meaningful and understandable documentation of client interaction/client orders in the corresponding tools (e.g.
- Friendly, trustworthy and discreet personality with a high level of risk awareness Proactive and independent work approach
- Systematic, precise and diligent working style and the ability to perform exceedingly well under pressure
- Is a go-to person by e.g. helping colleagues, training other assistants, participating in the “Buddy Programme” Professional Skills
- Advanced knowledge of global financial markets and current developments in the industry Education & Experience
Notes and original content
- The AM PB shows professional commitment to ensuring excellent administration of the account, to clients as well as to the Bank and is willing to go the extra mile.
- YOUR CHALLENGE
- Client Administration & Management
- Manages the RM/TH’s calendar, prepares client meetings, organizes business trips, completes the post processing of client calls, client meetings or business trips for RMs/THs on his/her own
- Business Management
- Manages the expense claim process for RMs/TH proactively.
- Risk Management & Controls
- YOUR PROFILE
- Friendly, trustworthy and discreet personality with a high level of risk awareness
- Proactive and independent work approach
Questions about this listing
What salary does Julius Baer offer for this role?
Julius Baer lists CHF 101'500 - 154'000 gross per year for this position in Zurich. This is the salary published in the original listing (or, when the employer omits a figure, a realistic estimate for the role and sector) — the calculator on this site converts it to your actual net take-home once cross-border tax and social contributions are applied.
Is this a full-time role, and what type of contract does Julius Baer offer?
This listing is a full-time position. The contract type shown here comes directly from the employer's original posting; always confirm exact hours, notice period and probation length with Julius Baer during the application process, since these details can vary by role even within the same contract category.
Do I need a cross-border work permit for a role in Zürich?
EU/EFTA residents living in the border zone of the country adjoining Canton Zürich can apply for a G permit; the Swiss employer files it with that canton's migration office after the contract is signed. Border-zone rules and processing times vary by neighbouring country and canton, so confirm the specifics with Zürich's cantonal migration office or with HR during the application.
How do I apply for this position at Julius Baer?
Use the "Apply now" button on this page — it links directly to Julius Baer's original listing at juliusbaer.wd3.myworkdayjobs.com, so your application goes straight to the employer's own applicant-tracking system. Frontaliere Ticino does not collect or forward applications itself.
