Account Manager, Private Banking - Client Ops & Growth

Julius Baer Group; Genf; On-site; CHF 120,000 - 180,000; Full time

Job summary

Julius Baer Group seeks an Account Manager Private Banking who handles account administration, documentation, and daily operations. The AM collaborates with Relationship Managers, leads parts of client meetings, maintains CRM data, and ensures high service quality for private clients worldwide.

The role emphasizes risk controls, regulatory compliance, and proactive support to RMs/GHs. Candidates should have extensive experience in private banking administration, excellent communication, and the

Qualifications

• Excellent client servicing and documentation skills.
• Experience servicing banking clients with complex needs.
• Proven track record in private banking administration.

Responsibilities

• Ensure accurate client relationship documentation and onboarding forms.
• Handle operational account management and CRM data quality.
• Lead parts of client meetings and prepare investment proposals.
• Support RMs/GHs with systems, processes, and documents.
• Maintain timely, professional client communications.
• Assist in calendar management and meeting preparations.

Skills

Client relationship management

Communication skills

Team collaboration

Attention to detail

Proactive attitude

Education

Bachelor's degree

CFA/CAIA (or equivalent)

AM PB certification

Tools

CRM

DiAS

Job description

Julius Baer Group seeks an Account Manager Private Banking who handles account administration, documentation, and daily operations. The AM collaborates with Relationship Managers, leads parts of client meetings, maintains CRM data, and ensures high service quality for private clients worldwide.

The role emphasizes risk controls, regulatory compliance, and proactive support to RMs/GHs. Candidates should have extensive experience in private banking administration, excellent communication, and the