Junior Account Manager 100% (f/m/d) - Temporary 12 Months, Zürich (Kreis 11)

At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, entrepreneurial, empowered, and to create value beyond wealth. The Account Manager Intermediaries&Family Offices (AM PB) takes ownership of account administration, documentation formalities and daily operational tasks. The AM PB does not have an own client book but collaborates closely with Relationship Managers to ensure high‑quality client service. Client Administration&Management

Ensures that accurate and high‑quality client relationship documentation formalities are met and maintained, including client identification documentation (CDB), account opening forms and other relevant legal forms. Actively ensures that operational account management is undertaken professionally, clearing all tasks and system alerts directly where possible or via RM if necessary.Participates in client meetings when appropriate, leading parts of meetings such as documentation formalities, compliance or other client requests. Maintains client key data in liaison with the RM to ensure CRM and other data sets are correct for effective relationship maintenance. Interacts with clients in an independent and professional manner in all aspects of account management.Proactively supports RM/Team Head in client relationship tasks, including systems, applications, processes and documents, with high quality, precision and timely responsiveness. Ensures operational coverage and client interaction (non‑advice) within the team during absences. Creates and provides clients with customized information, reports and statistics.Personal and Social Skills

Excellent situational adaptability, working with RMs and clients from diverse backgrounds. Friendly, trustworthy and discreet, with a high level of risk awareness. Proactive and independent work approach. Positive "can do" attitude, approaching challenges with an open mind. Takes on extra responsibilities at own initiative.Highly service‑oriented and passionate about client servicing. Exceptional communication skills; always communicates in a friendly, competent and professional manner. Strives for excellence by finding ways to work smarter, faster and better, and is not afraid to question the status quo. Systematic, precise and diligent working style, able to perform excellently under pressure.Team player. High personal integrity and ethical behaviour. Actively helps colleagues, trains other assistants and participates in the Buddy Programme. Professional&Technical Skills

Sound affinity with the geographic market(s) covered, familiar with the legal and regulatory environment as well as cultural awareness. Profound understanding of relevant products, services and tools in Intermediaries&Family Offices. Advanced knowledge of global financial markets and current developments in the industry. Education&Experience

Either at least 5 years of experience as ARM or 3 years of experience as ARM plus a job‑related higher degree (e.g., Bachelor, CFA/AZEK/CAIA), excluding apprenticeship period. Excellent language skills (verbal and written) according to specific market requirements. Proven track record in servicing banking clients with complex needs (onboarding of new clients, maintaining and extending current relationships).Successful completion of the applicable internal AM Intermediaries&FO training programme. This fixed‑term position offers a potential pathway to a permanent role, subject to performance and business needs.

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