Account Manager Intermediaries 100% (f/m/d)

At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, entrepreneurial, empowered, and create value beyond wealth. In addition to the Assistant Relationship Manager (ARM) Intermediaries & Family Offices role profile, the Account Manager Intermediaries & Family Offices (AM INT) takes ownership of the account administration, documentation formalities and tasks in daily operations and projects impacting the account administration. In contrast to the Relationship Manager (RM), the AM INT does not have an own client book. The AM INT reaches out to clients where appropriate in close collaboration with the RM.

Client Administration & Management

• Ensures that accurate and high‑quality client relationship documentation formalities are always met and maintained to a high standard including client identification documentation (CDB), account opening forms and other relevant legal forms.
• Actively ensures that opera...