Job Description

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.

We are looking for an Assistant Relationship Manager / Account Manager Private Banking for our location in Basel, to support our Private Banking teams in delivering outstanding client service.
The Assistant Relationship Manager provides daily operational and administrative support to two dedicated Relationship Managers, including client correspondence, scheduling, preparation of meeting materials, and coordination across internal departments. The role focuses on enabling smooth team operations with limited direct client interaction, serving as a critical partner behind the scenes.
The Account Manager Private Banking assumes greater responsibility for the end-to-end operational management of client accounts. This includes overseeing documentation and compliance requirements, initiating client outreach, and independently managing account-related processes. With regular direct contact with clients, the AM Private Banking (PB) plays an active role in ensuring service excellence and operational accuracy.
The role requires strong organisational abilities, meticulous attention to detail, and a discreet, dependable approach. A service-oriented mindset and commitment to teamwork are essential, as is adherence to Julius Baer’s core values — Care, Passion, and Excellence.
Candidates should demonstrate reliability, initiative, and the ability to thrive in a structured, client-focused environment.

YOUR CHALLENGE

Client Administration & Management

• Ensures that accurate and high-q uality client relationship documentation formalities are met and maintained to a high standard at all times including client identification documentation (CDB), account op ening forms and other relevant legal forms
• Actively ensures that op erational account management is undertaken pr ofessionally, with all taskssy stem alerts cleared directly where p ossib le or via RM if investment-related advice is needed
• Where ap propr iate is p art of client meetings and even leads p arts of the meeting (eg documentation formalities, comp liance, other req uests of the client) if case allows
• Actively maintains client key data in liaison with the RM to ensure CRM and other data sets are correct for good maintenance of the relationship
• Interacts with clients in an indep endent and pr ofessional manner in all asp ects of account management
• Proactively takes the lead in sup porting the RM sTH in client relationship and all related tasks (sy stems, ap plications, pr ocesses, documents etc), with high-q uality, pr ecision and timely resp onsiveness
• Ensures op erational coverage and client interaction (not advice) within the team during ab sences
• Comp iles pr esentations, indep endently drafts investment pr oposals and sup ports in marketing activities
• Creates and pr ovides clients with customized information, rep orts and statistics, etc
• M anages the RM TH’s calendar, pr ep ares client meetings, organizes b usiness trip s, comp letes the p ost pr ocessing of client calls, client meetings or business trips for RM sTHs on hisher own

Business Management

• M anages the internal pr ojects which imp act the account relationships of an RM, directly solving the administrative issues that arise and ensuring that all relevant sy stems are maintained and up dated and all documentation collected as necessary
• Collects and shares relevant information, ideas, findings and researchwith colleagues to impr ove p ro- cesses and to increase pr oductivity and q uality
• Organises himselfherself in an efficient and comp liant manner and ensures timely and ap propriate information of the sup erior
• Conducts reviews, p lans ahead and documents hisher own work at all times
• Provides pr ofessional inp ut pr op osals for impr ovements b ased on exp erience, incident occurrence or ob servation
• M anages the exp ense claim pr ocess for RMsTH pr oactively

Risk Management & Controls

• Actively helps managing risk (sup port first line of defence), ie in client documentation, by raising concerns, following up on issues indep endently and by escalating when in doubt
• Ensures adherence to local regulations and comp liance with internal p olicies and standards (eg new account op enings, p ay ment instructions, reviewing client p hone calls or signing off at own level of comp etence etc) in collab oration with the resp ective RMs and TH
• Ensures timely clearance of p ending items and escalated deficiencies
• Ensures ap propr iate ethical and comp liant b ehaviour in hisher area of resp onsib ility
• Ensures correct, meaningful and understandable documentation of client interactionclient orders in the corresp onding tools (eg CRM, DiAS)

YOUR PROFILE

Personal & Social Skills

• Excellent situational adap tab ility (ab le to work with RMs and clients from diverse b ackgrounds)
• Friendly, trustworthy and discreet p ersonality with a high level of risk awareness
• Proactive and indep endent work ap proach
• Positive “can do” attitude and ap proaches challenges with an op en mind
• Takes on extra resp onsib ilities at own initiative
• Highly service oriented and p assionate ab out client servicing
• Excep tional communication skills and always communicates in a friendly, competent and pr ofessional manner
• Aims for excellence by finding ways to do things smarter, faster, b etter and is also not afraid to q uestion a status q uo
• Sy stematic, pr ecise and diligent working sty le and the ab ility to p erform exceedingly well under pr essure
• Team p lay er
• High personal integrity and ethical b ehaviour
• Is a go-to p erson by eg help ing colleagues, training other assistants, p articip ating in the “Buddy Programme”

Professional Skills

• Sound affinity with the geograp hic market(s) covered, ie familiar with the legal and regulatory environment as well as cultural awareness
• Profound understanding of relevant pr oducts, services as well as tools in Private Banking
• Advanced knowledge of glob al financial markets and current develop ments in the industry

Education & Experience

• Either at least 5 y ears of exp erience as ARM or 3 y ears of exp erience as ARM and job related higher degree (eg Bachelor, CFAAZEKCAIA), without counting the ap prenticeship p eriod
• Excellent language skills (verbal and written) in German and English is a must, any other language like French would be an advantage
• Proven track record in servicing b anking clients with comp lex needs (on b oarding of new clients, maintaining and extending current relationship s)
• Successful comp letion of the internal AM PB training pr ogramme

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