Account Manager Employee Banking 100% (fixed-term contract Start Date 01 February 2027/ 8 months Maternity Leave coverage)

Bank Julius Bär & Co. Ltd.; Zürich; On-site; CHF 120,000 - 160,000; Full time

Job summary

Julius Baer in Zurich seeks an Account Manager to service Bank employees, manage account administration, and handle documentation for daily operations and projects. You will work independently with internal and external stakeholders, ensuring accurate and compliant client records.

The role emphasizes fast, professional, and friendly service, with a focus on smooth execution of orders, trades, and client enquiries without investment advice from a Relationship Manager.

Qualifications

• Strong interpersonal and client servicing skills.
• Demonstrated team collaboration and stakeholder coordination.
• Proactive, precise and able to manage multiple tasks independently.

Responsibilities

• Provide day-to-day servicing and account administration for clients on an execution-only basis (no investment advice).
• Answer calls and emails; handle orders, trades, deposits, loans and related transactions promptly.
• Manage account openings and changes; ensure accurate client documentation and regulatory forms are complete.
• Interact with clients globally; maintain high-quality relationship documentation and procedures.
• Lead related tasks, systems, and processes with precision and timely responsiveness.
• Stay updated on business products, processes, and operations to become a subject matter expert.

Skills

Interpersonal skills

Team player

Proactive

Ability to work under pressure

German and English language skills

Education

Higher degree in Banking or related field

Job 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. The Account Manager (AM) is mainly responsible for servicing the clients (Employees of the Bank) in the day-to-day work and takes ownership of the account administration, documentation formalities and tasks in daily operations and projects impacting the account administration. She/he will be part of a team responsible to execute trades and this entails dealing with routine enquiries and transactions as well as documentation to meet regulatory requirements without the involvement of a Relationship Manager. She/he demonstrates excellent professional, personal as well as social skills when liaising with clients. The AM ensures the operational client account management and interacts with internal as well as external stakeholders independently and provides clients with relevant information. The AM acts as role model in bringing the best service quality to clients in a fast, professional and friendly manner, always living the Julius Baer values (Care, Passion, and Excellence). Professionalism and responsiveness are key. The AM 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

Clients support Service clients in the day-to-day work and handle the full account management of a client on an execution-only basis (no investment advice provided) without the involvement of a Relationship Manager

Attend incoming calls and e-mails and ensures efficient and prompt handling of orders, trades, transactions, deposits, loans etc.

Handles the account openings for new clients as well as account changes to existing clients, 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

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

Ensures efficient and prompt handling of orders, trades, transactions, etc.

Proactively takes the lead in client relationship and all related tasks (systems, applications, processes, documents etc.), with high-quality, precision and timely responsiveness

Business Development

Manages the internal projects, which impact the account relationships, directly solving the administrative issues that arise and ensuring that all relevant systems are maintained and updated and all documentation collected as necessary

Organises herself/himself 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 shares relevant information, ideas, findings and research with colleagues to improve processes and to increase productivity and quality

Become a subject matter expert on our business products, processes and operations, and remain up-to-date

YOUR PROFILE

Personal and Social Very good inter-personal skills, open and approachable, extraordinary Team player Systematic, independent, proactive, precise and diligent working style and the ability to perform exceedingly well under pressure Exceptional communication skills and always communicates in a friendly, competent and professional manner as well as an excellent situational adaptability Takes on extra responsibilities at own initiative, aims for excellence by finding ways to do things smarter, faster, better and is also not afraid to question a status quo Positive “can do” attitude and approaches challenges with an open mind Professional and Technical Either at least 5 years of experience as Assistant RM or 3 years of experience as A(R)M and job related higher degree Excellent written and oral skills in German, English; additional languages e.g. Italian or French a plus In-depth knowledge in banking and client servicing and pronounced knowledge in all asset classes in a portfolio context Experience as Assistant Relationship Manager (ARM) or Account Manager (AM)

Fixed-Term contract start date: 1 February 2027 - 30 September 2027

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.

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.

Committed to your success

We are growing quickly, but we remain dedicated to maintaining our accessible structure with flat hierarchies, and approachable and supportive leaders. 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.