Job offer

Digital Banking Tools Front & Client Advisor

The position as Digital Banking Tools Front & Client Advisor at Julius Baer in Zurich includes the support of private banking clients and external asset managers as well as the optimization of banking processes. The ideal candidate will have experience in the financial services sector, good language skills and strong communication skills.

Job description

Digital Banking Tools Front & Client Advisor 80% - 100% (m/f/d)

Tasks

  • "First contact" for private banking clients and external asset managers regarding Julius Baer e-
  • Active participation in the optimization and further development of banking processes in the Service Center

Requirements

  • Completed commercial apprenticeship, preferably at a bank, or high school diploma
  • Good banking knowledge and an interest in and understanding of financial products are required
  • Several years of experience as a 1st level call agent at a financial services provider or in private banking
  • Fluent in German and Spanish, very good knowledge of English, preferably Italian and/or French spoken and written
  • Talent for communication and confident conversation skills; mastering

We offer

- no specific benefits mentioned, but the opportunity to be part of a company that values individual qualities and enables its employees to be impactful, entrepreneurial, empowered and create value beyond asset management.

Job details

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