Account Manager – Intermediaries & Family Offices

About the role

The Account Manager (Intermediaries & Family Offices) at Julius Baer supports the Relationship Manager by handling all aspects of client account administration, documentation, and day‑to‑day operational tasks. While the role does not carry a personal client book, it involves direct client interaction in close collaboration with the RM to ensure seamless service delivery.

Key responsibilities

• Take ownership of account administration, documentation formalities and related daily operations.
• Support impactful projects that affect account administration processes.
• Interact directly with clients when appropriate, always working alongside the Relationship Manager.
• Provide clients with relevant information and assist the RM in implementing customized solutions.
• Act as a role model for service quality, embodying Julius Baer’s values of Care, Passion, and Excellence.
• Channel client feedback to internal teams to drive continuous improvement.
• Ensure accurate and timely administration of client accounts and proactively go the extra mile to support growth.

Required profile

• Excellent professional, personal and social skills for liaising at all levels.
• Ability to work independently with internal and external stakeholders.
• Strong commitment to delivering high‑quality service and adhering to Julius Baer’s core values.
• Proactive attitude, willingness to take initiative and support team objectives.

Required skills