University Graduate – Account Manager UHNWI 100% (f/m/d)

Bank Julius Bär & Co. Ltd.; Zürich; Vor Ort; CHF 90.000 - 110.000; Vollzeit

Benefits dieser Stelle

Global exposure

Mentorship programme

Zusammenfassung

Julius Baer invites graduates to join an 18-month Graduate Programme commencing in April 2027, with three dynamic rotations including an international assignment. You will gain hands-on experience, build a global network, and lay the foundation for a thriving career in wealth management.

The programme targets graduates with a master’s degree, fluent in German and English, who are passionate about client engagement, relationship building and holistic wealth management within a discreet Swiss

Qualifikationen

• Master's degree completed within the last 12 months or recently graduated.
• Fluency in German and English; additional languages are a plus.
• Passion for client engagement and wealth management.

Aufgaben

• Assist Relationship Managers in daily tasks and support client onboarding.
• Prepare client and prospect meeting documents and investment proposals.
• Process client instructions and track pending transactions with internal teams.
• Provide day-to-day client inquiries and maintain accurate records of interactions.
• Collaborate with compliance, legal, and product teams to ensure timely service delivery.

Kenntnisse

German fluency

English fluency

Strong communication

Ausbildung

Master's degree

Jobbeschreibung

At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together.

Kick-start your career with Julius Baer’s Graduate Programme – April 2027

Are you about to complete your master’s degree or recently graduated and ready to turn ambition into impact? At Julius Baer, we empower graduates to shape the future of wealth management. Our 18‑month Graduate Programme is designed to unleash your potential through three dynamic rotations, including an international assignment. You’ll gain hands‑on experience, build a global network, and lay the foundation for a thriving career in wealth management.

Your team

As part of Region Western Markets & Switzerland, you will join the ultra‑high‑net‑worth individual (UHNWI) team. The team serves multi‑generational families and entrepreneurs in an international environment, where relationships require long‑term continuity and trust. Given the complexity of UHNWI needs, the team coordinates bespoke structures rather than relying solely on standardised products. To deliver these solutions, they draw on internal and external experts across tax, legal, trading, alternative investments, and structured finance to address the full spectrum of client needs. Underpinning all of this is the Swiss banking tradition of discretion and service excellence; UHNWI teams are trained to handle sensitive family and financial matters with the utmost professionalism and privacy.

What’s in it for you?

• Tailored career path: Develop expertise in your chosen field while growing personally and professionally
• Global perspective: Gain international experience and work with diverse teams
• Community & mentorship: Learn from industry leaders and peers and build a strong network
• Impactful work: Contribute to projects that make a real difference from day one

YOUR CHALLENGE

During the programme, you will assist Relationship Managers in their daily tasks and specifically be responsible for:

• Opening, servicing, and maintaining client accounts, and ensuring client data remains accurate and up to date
• Coordinating the client onboarding process, collecting required documentation, and supporting compliance with know-your-client (KYC) and anti-money-laundering (AML) requirements
• Supporting the team in preparing client and prospect meeting documents, investment proposals across all asset classes, and ad‑hoc analyses
• Transaction execution and follow‑up: Processing client instructions, tracking pending transactions, and resolving operational issues with relevant internal teams
• Acting as a secondary contact for day‑to‑day client enquiries and providing general account‑related information
• Preparing client reports and presentations, portfolio statements, and maintaining accurate records of client interactions and instructions
• Liaising with operational, compliance, legal, and product teams to ensure smooth and timely service delivery

YOUR PROFILE

Master's degree from a university or university of applied sciences with above‑average grades (graduated within the last 12 months)

Fluency in German and English; additional languages are a plus

Passion for client engagement, relationship building, and holistic wealth management

Excellent communication and interpersonal skills with a global mindset

Systematic, precise, and diligent working style with the ability to perform well under pressure

Proactive, independent approach with a positive attitude and openness to taking on extra responsibilities

Friendly, trustworthy, and integer personality with a high level of risk awareness

Strong appetite for learning and a drive for continuous improvement, including challenging the status quo

Ability to adapt to diverse situations and work effectively with relationship managers and clients from varied backgrounds

Eligibility to work in the country of application (Switzerland)

The international reference in wealth management Julius Baer is the leading Swiss wealth management group. We focus on servicing and advising sophisticated private clients from around the world, taking into account what truly matters to them – in their business and personal life, today and for future generations.

Headquartered in Zurich, we are present in around 60 locations worldwide, including Bangkok, Dubai, Dublin, Frankfurt, Geneva, Hong Kong, London, Luxembourg, Madrid, Mexico City, Milan, Monaco, Mumbai, Santiago de Chile, Shanghai, Singapore, Tel Aviv, and Tokyo.

Why join Julius Baer?

At Julius Baer our employees enjoy the benefits of a global company with the support and collegiality of a much smaller one. We are growing quickly, but we remain dedicated to maintaining our accessible structure with flat hierarchies, and approachable and supportive leaders. With offices around the world, we offer an international and stimulating work environment and the opportunity to work with a diverse team of highly motivated colleagues, bringing the best of the bank to our clients.

Comitted to your success

Whether nurturing young talent with our renowned apprentice scheme, enabling ambitious university graduates to put theory into practice with our Graduate Programme, or providing first‑class opportunities for experienced professionals, we look after our employees. We believe in continuous learning as a company and as individuals, which is why we put a focus on the health and well-being of our employees and offer flexible working options, a wide array of benefits, and extensive career development programmes.

For more information visit www.juliusbaer.com or contact us via the Contact Form.