At Julius Baer, we value the unique qualities you bring to shape the future of wealth management. The Account Manager Intermediaries & Family Offices (AM INT) role focuses on account administration, documentation formalities, and operational tasks that impact day-to-day account management. Unlike a Relationship Manager, the AM INT does not hold a personal client book and instead collaborates with the RM to engage clients where appropriate. The AM INT demonstrates professional, interpersonal, and discreet behavior when liaising with clients and the RM. They ensure efficient administration of client accounts, interact with internal and external stakeholders independently, provide clients with relevant information, and support the RM in implementing customised solutions. The AM INT serves as a role model in delivering high-quality service to clients, RMs, and Team Heads, embodying Julius Baer values (Care, Passion, Excellence) to help the team manage and grow its client base. They channel client feedback to the relevant departments to foster continuous improvement and rapid adaptation of processes. The AM INT is committed to accurate account administration for clients and the Bank and is willing to go the extra mile.

Your challenge Client Administration & Management: - Ensure accurate, high-quality client relationship documentation, including client identification documents (KYC) and account opening forms, are completed and maintained to a high standard. - Manage operational account tasks professionally, addressing system alerts directly where possible or in collaboration wit

At Julius Baer, we value the unique qualities you bring to shape the future of wealth management. The Account Manager Intermediaries & Family Offices (AM INT) role focuses on account administration, documentation formalities, and operational tasks that impact day-to-day account management. Unlike a Relationship Manager, the AM INT does not hold a personal client book and instead collaborates with the RM to engage clients where appropriate. The AM INT demonstrates professional, interpersonal, and discreet behavior when liaising with clients and the RM. They ensure efficient administration of client accounts, interact with internal and external stakeholders independently, provide clients with relevant information, and support the RM in implementing customised solutions. The AM INT serves as a role model in delivering high-quality service to clients, RMs, and Team Heads, embodying Julius Baer values (Care, Passion, Excellence) to help the team manage and grow its client base. They channel client feedback to the relevant departments to foster continuous improvement and rapid adaptation of processes. The AM INT is committed to accurate account administration for clients and the Bank and is willing to go the extra mile.

Your challenge Client Administration & Management: - Ensure accurate, high-quality client relationship documentation, including client identification documents (KYC) and account opening forms, are completed and maintained to a high standard. - Manage operational account tasks professionally, addressing system alerts directly where possible or in collaboration wit