Account Manager for the Geneva team (f/m/d) (100%)

Genf

Key information

Publication date:07 October 2025
Workload:100%
Place of work:Genf

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.

At Julius Baer, we believe that exceptional wealth management is built not only on visionary advice but also on flawless execution and unwavering dedication to service. As a cornerstone of our client-centric philosophy, the Account Manager Private Banking (AM PB) plays a pivotal role in delivering the highest standard of operational excellence — ensuring that every interaction, transaction, and administrative detail reflects our promise of value beyond wealth.
More than an administrator, the Account Manager is a trusted partner — to both clients and advisors. While not managing a standalone client book, the AM PB holds full ownership of the client account journey, serving as the operational backbone that empowers Relationship Managers to focus on strategic advisory. With precision, discretion, and care, you will oversee all facets of account administration: from onboarding and documentation to ongoing compliance and project-related enhancements — all executed with meticulous attention to detail and timeliness.
Working hand-in-hand with Relationship Managers, you will act as a seamless extension of the client advisory team, engaging directly with clients whenever needed to resolve queries, facilitate transactions, or clarify documentation. Your professionalism, emotional intelligence, and client-first mindset will leave a lasting impression — reinforcing confidence and trust in the Julius Baer experience.
But your impact extends beyond smooth operations. As a proactive ambassador of our values — Care, Passion, and Excellence — you will listen closely to client feedback and channel insights across the organization, driving continuous improvement in our processes and service offerings. You are not just supporting the team; you are elevating it.
This is a role for those who take pride in getting things right — who find satisfaction in solving complexities quietly and efficiently, and who are motivated by contributing to something greater. If you are committed, conscientious, and driven by service excellence, this is your opportunity to make a powerful difference behind the scenes — where precision meets purpose.

IHRE AUFGABEN

C l i e n t Administration & Management

Ensures that accurate and high-quality client relationship documentation formalities are met and maintained to a high standard at all times including client identification documentation (CDB), account opening forms and other relevant legal forms

Actively ensures that operational account management is undertaken professionally, with all tasks/system alerts cleared directly where possible or via RM if investment-related advice is needed

Where appropriate is part of client meetings and even leads parts of the meeting (e.g. documentation formalities, compliance, other requests of the client) if case allows

Actively maintains client key data in liaison with the RM to ensure CRM and other data sets are correct for good maintenance of the relationship

Interacts with clients in an independent and professional manner in all aspects of account management

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

Conducts reviews, plans ahead and documents his/her own work at all times

Provides professional input proposals for improvements based on experience, incident occurrence or observation

Manages the expense claim process for RMs/TH proactively.

Risk Management & Controls

Actively helps managing risk (support first line of defence), i.e. in client documentation, by raising concerns, following up on issues independently and by escalating when in doubt

Ensures adherence to local regulations and compliance with internal policies and standards (e.g. new account openings, payment instructions, reviewing client phone calls or signing off at own level of competence etc.) in collaboration with the respective RMs and TH

Ensures timely clearance of pending items and escalated deficiencies

Ensures appropriate ethical and compliant behaviour in his/her area of responsibility

Ensures correct, meaningful and understandable documentation of client interaction/client orders in the corresponding tools (e.g. CRM, DiAS)

YOUR PROFILE

P e r s o n a l & 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

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”

P r o f e ss io na l 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

E du c a t io n & Experience

Either at least 5 years of experience as ARM or 3 years of experience as ARM and job related higher degree (e.g. Bachelor, CFA/AZEK/CAIA), without counting the apprenticeship period

Excellent language skills (verbal and written) in French, English and Italian

Proven track record in servicing banking clients with complex needs (on boarding of new clients, maintaining and extending current relationships)

Successful completion of the internal AM PB training programme

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 .

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