Digital Banking Tools Front & Client Advisor 80% - 100% (f/m/d)

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.

YOUR TASKS

• „First Contact“ for Private Banking clients and external asset managers regarding Julius Baer e-Channels tools

• Processing and responding to verbal and written inquiries from clients and internal client advisors in German, English, and Spanish (preferably Italian and/or French)

• Analysis and resolution of problems, communication, and maintenance of the knowledge database

• Documenting and managing all inquiries in the ticketing system used, including pending management

• Active participation in the optimization and further development of operational processes in the service center

YOUR PROFILE

• Completed commercial training, preferably at a bank, or high school diploma

• Good banking knowledge as well as interest and understanding of financial products are prerequisites

• Several years of experience as a 1st Level Call Agent at a financial service provider or in Private Banking

• Fluent in German and Spanish, very good English skills, preferably Italian and/or French in spoken and written form

• Communication talent and confident conversation skills; ability to handle conflict situations effortlessly

• Willingness to work in shifts (operating hours 08:00 – 20:00)

• User knowledge in Microsoft operating systems and MAC OS

• Online and technical affinity (Internet, Mobile & PC Support), general technical understanding

• Accurate and efficient working style

• Resilient and able to work under pressure

• Team-oriented personality, always focused on internal and external clients

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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