Private Banking Account Associate

Bank Julius Bär & Co. Ltd.; Genf; Vor Ort; CHF 90.000 - 130.000; Vollzeit

Zusammenfassung

Bank Julius Baer & Co. Ltd. in Geneva seeks an Account Manager to support Private Banking clients, assisting RMs with orders, client requests, and administrative tasks. You will handle client communications, maintain records, and prepare data-driven reports for the team.

The role emphasizes compliance, risk awareness, and close collaboration across internal units, with a strong focus on accuracy, responsiveness, and professional presentation.

Qualifikationen

• Fluency in French and English (oral and written).
• Excellent organisational and presentation skills.
• Strong communication and client-facing abilities.
• Foundational knowledge of financial markets and regulatory environment.
• Proactive, solution-driven mindset.

Aufgaben

• Supports the RM and team in client interaction and handling of client requests.
• Organises client meetings, logistics, and document preparation; and creates system-based reports.
• Ensures compliance with policy, risk guidelines, and escalates issues as needed.

Kenntnisse

French language

English language

Organisational skills

Communication skills

Risk awareness

Client focus

Tools

MS Office

Jobbeschreibung

Bank Julius Baer & Co. Ltd. in Geneva seeks an Account Manager to support Private Banking clients, assisting RMs with orders, client requests, and administrative tasks. You will handle client communications, maintain records, and prepare data-driven reports for the team.

The role emphasizes compliance, risk awareness, and close collaboration across internal units, with a strong focus on accuracy, responsiveness, and professional presentation.