University Graduate – Account Manager UHNWI 100% (f/m/d)

During the programme, you will assist Relationship Managers in their daily tasks and specifically be responsible for:

• Opening, servicing, and maintaining client accounts, and ensuring client data remains accurate and up to date
• Coordinating the client onboarding process, collecting required documentation, and supporting compliance with know-your-client (KYC) and anti-money-laundering (AML) requirements
• Supporting the team in preparing client and prospect meeting documents, investment proposals across all asset classes, and ad-hoc analyses
• Transaction execution and follow-up: Processing client instructions, tracking pending transactions, and resolving operational issues with relevant internal teams
• Acting as a secondary contact for day-to-day client enquiries and providing general account-related information
• Preparing client reports and presentations, portfolio statements, and maintaining accurate records of client interactions and instructions
• Liaising with operational, compliance, legal, and product teams to ensure smooth and timely service delivery

At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together.