Account Manager, Intermediaries – Wealth Ops

SENIOR RELATIONSHIP MANAGER Job description Manage and develop long-term relationships with a portfolio of high-net-worth clients, providing tailored trust and fiduciary services Act as the primary point of contact for clients and oversee the administration of complex structures Liaise with external advisors, including lawyers, tax advisors, investment...

Julius Baer in Geneva seeks an Account Manager Intermediaries (AM) to support client administration and daily operational tasks, collaborating with the Relationship Manager. You will handle orders, client requests, and trade execution, delivering accurate documentation and timely information to clients and internal partners.The AM operates without a client...

Account Manager Intermediaries (AM)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.The Account Manager Intermediaries (AM) takes ownership of the account administration,...

SENIOR RELATIONSHIP MANAGER Job description Manage and develop long-term relationships with a portfolio of high-net-worth clients, providing tailored trust and fiduciary services Act as the primary point of contact for clients and oversee the administration of complex structures Liaise with external advisors, including lawyers, tax advisors, investment...