Private Banking Account Manager: Client Ops & Growth

Julius Baer; Genf; On-site; CHF 120,000 - 160,000; Full time

Job summary

Julius Baer is seeking an Account Manager Private Banking (AM) to take ownership of account administration, documentation formalities and daily operations. The AM works closely with Relationship Managers (RMs) to service clients, support in meetings, and maintain high-quality data across CRM/DiAS.

The role emphasizes operational management, process improvements, and proactive client service with a focus on accuracy and efficiency in a fast-paced private banking environment.

Qualifications

• At least 5 years of experience as ARM or 3 years as ARM with job-related higher degree (e.g. Bachelor, CFA/AZEK/CAIA).
• Excellent language skills (verbal and written) as per market requirements.
• Proven track record servicing banking clients with complex needs (on-boarding of new clients, maintaining and extending current relationships).
• Successful completion of the internal AM PB certification programme.

Responsibilities

• Ensures accurate and high-quality client relationship documentation and forms (CDB, account opening, etc.).
• Manages operational account administration and supports RMs on investment-related requests.
• Participates in client meetings and leads documentation/compliance tasks where appropriate.
• Maintains client data in CRM/DiAS and supports timely, accurate reporting.
• Coordinates with RMs/GH to support client relationships and internal processes.
• Manages internal projects affecting account relationships and ensures systems are updated.
• Provides input for process improvements and supports expense claim processes for RMs/GH.

Job description

Julius Baer is seeking an Account Manager Private Banking (AM) to take ownership of account administration, documentation formalities and daily operations. The AM works closely with Relationship Managers (RMs) to service clients, support in meetings, and maintain high-quality data across CRM/DiAS.

The role emphasizes operational management, process improvements, and proactive client service with a focus on accuracy and efficiency in a fast-paced private banking environment.