Private Banking Account Manager: Client Ops & Service

Julius Baer Group; Genf; On-site; CHF 120,000 - 150,000; Full time

Job summary

Julius Baer Group is seeking an Account Manager Private Banking (AM PB) to handle client account administration, documentation, and day-to-day operations in a fast-paced private banking environment. The AM PB collaborates closely with Relationship Managers to serve high-net-worth clients, ensuring accurate client data, smooth onboarding, and timely processing of requests.

The role emphasizes independent problem solving, professional communication, and a commitment to Julius Baer values while

Qualifications

• Experience in Private Banking or ARM role preferred.
• Strong client servicing and communication skills.
• Excellent language skills in English; Turkish is a plus.

Responsibilities

• Ensure accurate client relationship documentation and account opening forms.
• Support RMs and GHs in client meetings and documentation tasks.
• Maintain client data in CRM and other systems; draft investment proposals and reports.

Skills

English

Turkish

Client servicing

Relationship management

Education

Bachelor or higher degree

Tools

CRM

DiAS

Job description

Julius Baer Group is seeking an Account Manager Private Banking (AM PB) to handle client account administration, documentation, and day-to-day operations in a fast-paced private banking environment. The AM PB collaborates closely with Relationship Managers to serve high-net-worth clients, ensuring accurate client data, smooth onboarding, and timely processing of requests.

The role emphasizes independent problem solving, professional communication, and a commitment to Julius Baer values while