Job offer

Account Manager, Personal Banking, 100% (f/m/d)

Julius Bär is seeking an Account Manager for Employee Banking in Zurich to handle day-to-day client support and account management. The position requires at least three years of experience in account management or as a KVM partner, as well as knowledge of Swiss or French private banking.

Tasks

  • Customer service for day-to-day business and comprehensive account management tailored to each customer's individual needs.
  • Regularly review existing agreements and optimize them as needed.
  • Direct oversight of account management activities within the client portfolio for all of the clients' financial instruments and projects, as well as day-to-day administrative tasks.
  • Part of a team responsible for remote clients and the entire business unit, covering everything from risk and compliance to deal support and Know Your Customer (KYC).
  • A position on the “Dealers’ Team” and strategic and day-to-day work carried out with an open mind, professionally, and impartially.

Requirements

  • At least 3 years of experience as an account manager or 3 years of experience as a KVM partner, so we can create a profile for you.
  • Proven experience in accounting and financial reporting at a Swiss or French private bank.

We offer

  • Opportunity to grow into a leadership role managing a team of salespeople.
  • Being part of a team-oriented management team.
  • Appreciation for the individual qualities you bring to the table to be effective, be rewarded, and create value in our global companies.

Job details

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