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Private Banking Account Manager: Client Onboarding & Ops
Job in
Zürich, 8058, Zurich, Kanton Zürich, Switzerland
Listed on 2026-07-15
Listing for:
Bank Julius Bär & Co. Ltd.
Full Time
position Listed on 2026-07-15
Job specializations:
-
Finance & Banking
Banking & Finance, Private Banking
Job Description & How to Apply Below
Bank Julius Baer & Co. Ltd. seeks an Account Manager Private Banking to support Relationship Managers with client account administration and documentation. The role emphasizes accurate client documentation, CRM data maintenance, and daily operational tasks to ensure smooth client management.
The AM PB will engage in client meetings when appropriate and lead documentation formalities, while maintaining high standards of service for a sophisticated client base in Zurich.
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