Private Banking Client Experience Lead

Julius Baer; Genf; Vor Ort; CHF 70.000 - 110.000; Vollzeit

Zusammenfassung

Julius Baer in Geneva invites a motivated Account Manager to support the Private Banking team and RMs in daily client servicing.

You will handle client interactions, respond to inquiries, maintain records, and prepare system-based reports, while ensuring compliance and risk controls are observed. This role suits proactive professionals with strong communication and organizational skills.

Qualifikationen

• Fluency in French and English is essential.
• Strong organisational and multitasking abilities.
• Proactive and team-oriented with attention to risk controls.

Aufgaben

• Assist Relationship Managers with client interaction and servicing tasks.
• Coordinate client meetings and document preparation.
• Maintain records of client instructions and preferences.
• Process orders, trades, payments and client requests.
• Support investigations and cross-team collaboration.

Kenntnisse

Bilingual French English

Client service mindset

Organisational skills

Communication skills

Integrity and risk awareness

Tools

MS Office

Jobbeschreibung

Julius Baer in Geneva invites a motivated Account Manager to support the Private Banking team and RMs in daily client servicing.

You will handle client interactions, respond to inquiries, maintain records, and prepare system-based reports, while ensuring compliance and risk controls are observed. This role suits proactive professionals with strong communication and organizational skills.