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

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.

IHRE AUFGABEN

• 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 CRM, DiAS, 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, French, and Italian; additional languages beneficial

• Minimum 5 years as Assistant RM or Account Manager, or 3 years with relevant degree (e.g. Bachelor’s, CFA, CAIA, AZEK)

• Completed internal AM PB training; 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 .

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