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

ppAt 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. Kick-start your career with Julius Baer’s Graduate Programme – April 2027 Are you about to complete your master’s degree or recently graduated and ready to turn ambition into impact? At Julius Baer, we empower graduates to shape the future of wealth management. Our 18-month Graduate Programme is designed to unleash your potential through three dynamic rotations, including an international assignment. You’ll gain hands-on experience, build a global network, and lay the foundation for a thriving career in wealth management. /ph3Your team /h3pAs part of the Middle East Africa you will join Middle East Africa team in Geneva, which plays a key role in driving the Bank's strategic expansion and growing our market share into the GCC and Near-East. /ph3What’s in it for you? /h3ulliTailored career path: Develop expertise in your chosen field while growing personally and professionally /liliGlobal perspective: Gain international experience and work with diverse teams /liliCommunity mentorship: Learn from industry leaders and peers and build a strong network /liliImpactful work: Contribute to projects that make a real difference from day one /li /ulh3YOUR CHALLENGE /h3ulliSupport relationship managers in day-to-day portfolio management - preparing client reviews, investment proposals, and performance analyses /liliManage client documentation and records - maintaining accurate and up-to-date client files, including Know Your Customer (KYC) profiles, account opening documentation, and periodic review materials /liliAssist with client onboarding and regulatory compliance - ensuring adherence to KYC and Anti-Money Laundering (AML) requirements /liliProcess account transactions and instructions - executing client requests such as transfers, payments, and account maintenance activities in coordination with operations teams /liliCoordinate with internal teams and manage scheduling - organizing client meetings, tracking action items, and ensuring timely completion of outstanding requests across investment, legal, compliance, and operations /liliPrepare client materials and correspondence - drafting meeting packs, performance summaries, and standard communications on behalf of relationship managers /liliSupport compliance and audit readiness - assisting with periodic file reviews, ensuring documentation completeness, and tracking regulatory deadlines /li /ulh3YOUR PROFILE /h3ulliMaster's degree from a university or university of applied sciences with above-average grades in finance, economics, business, or a related field. (graduation max. 12 months ago) /liliInitial practical experience in financial services, client-facing operations, or administrative coordination. /liliExperience managing detailed documentation, multiple stakeholders, and remaining professional under pressure is particularly relevant /liliPassion for wealth management and a desire to create value beyond wealth /liliA global mindset, excellent interpersonal skills, and a strong appetite for learning /liliFluency in English. /liliArabic is an advantage /liliEligibility to work in the country where you apply for the position /li /ulpThe international reference in wealth management Julius Baer is the leading Swiss wealth management group. We focus on servicing and advising sophisticated private clients from around the world, taking into account what truly matters to them - in their business and personal life, today and for future generations. Headquartered in Zurich, we are present in around 60 locations worldwide, including Bangkok, Dubai, Dublin, Frankfurt, Geneva, Hong Kong, London, Luxembourg, Madrid, Mexico City, Milan, Monaco, Mumbai, Santiago de Chile, Shanghai, Singapore, Tel Aviv, and Tokyo. /ph3Why join Julius Baer? /h3ulliAt Julius Baer our employees enjoy the benefits of a global company with the support and collegiality of a much smaller one. /liliWe are growing quickly, but we remain dedicated to maintaining our accessible structure with flat hierarchies, and approachable and supportive leaders. /liliWith offices around the world, we offer an international and stimulating work environment and the opportunity to work with a diverse team of highly motivated colleagues, bringing the best of the bank to our clients. /liliOur core values of Care, Passion, and Excellence define the tone of how we interact with each other and our partners. /li /ulh3Committed to your success /h3ulliWhether nurturing young talent with our renowned apprentice scheme, enabling ambitious university graduates to put theory into practice with our Graduate Programme, or providing first-class opportunities for experienced professionals, we look after our employees. /liliWe believe in continuous learning as a company and as individuals, which is why we put a focus on the health and well-being of our employees and offer flexible working options, a wide array of benefits, and extensive career development programmes. /li /ulpFor more information visit or contact us via the Contact Form. /p /p #J-18808-Ljbffr