Wealth Management Account Specialist — Client Operations

Bank Julius Bär & Co. Ltd.; Zürich; Vor Ort; CHF 120.000 - 160.000; Vollzeit

Zusammenfassung

Julius Baer in Zurich seeks an Account Manager to service Bank employees, manage account administration, and handle documentation for daily operations and projects. You will work independently with internal and external stakeholders, ensuring accurate and compliant client records.

The role emphasizes fast, professional, and friendly service, with a focus on smooth execution of orders, trades, and client enquiries without investment advice from a Relationship Manager.

Qualifikationen

• Strong interpersonal and client servicing skills.
• Demonstrated team collaboration and stakeholder coordination.
• Proactive, precise and able to manage multiple tasks independently.

Aufgaben

• Provide day-to-day servicing and account administration for clients on an execution-only basis (no investment advice).
• Answer calls and emails; handle orders, trades, deposits, loans and related transactions promptly.
• Manage account openings and changes; ensure accurate client documentation and regulatory forms are complete.
• Interact with clients globally; maintain high-quality relationship documentation and procedures.
• Lead related tasks, systems, and processes with precision and timely responsiveness.
• Stay updated on business products, processes, and operations to become a subject matter expert.

Kenntnisse

Interpersonal skills

Team player

Proactive

Ability to work under pressure

German and English language skills

Ausbildung

Higher degree in Banking or related field

Jobbeschreibung

Julius Baer in Zurich seeks an Account Manager to service Bank employees, manage account administration, and handle documentation for daily operations and projects. You will work independently with internal and external stakeholders, ensuring accurate and compliant client records.

The role emphasizes fast, professional, and friendly service, with a focus on smooth execution of orders, trades, and client enquiries without investment advice from a Relationship Manager.