Jobs at Julius Baer

Support Relationship Managers in client administration, meeting preparation, documentation, and client servicing. Manage calendars, prepare presentations, assist with proposals, ensure compliance, and help improve processes to maintain high-quality private banking relationships.

Support Relationship Managers with client administration, meeting and travel organization, reporting, proposal and presentation preparation, onboarding and documentation, risk and compliance checks, and process improvement to maintain and grow client relationships.

Support Relationship Managers in client administration, meeting preparation, client servicing, documentation, and risk controls. Manage calendars, compile presentations, assist with onboarding and client requests, ensure regulatory compliance, and drive process improvements to maintain high service quality.

Support Relationship Managers in client administration, meeting preparation, documentation, and client servicing. Manage calendars, travel, expense claims, and customize client reports. Ensure compliance, risk controls, accurate CRM/DiAS documentation, and continuous process improvement while delivering high-quality client service and assisting with proposals and marketing activities.

The role involves supporting account openings, performing AML and KYC checks, managing client onboarding, and ensuring compliance with bank policies.