Client Services Manager

Client Services Manager / Financial Institutions Officer 100% (f/m/d) page is loaded Client Services Manager / Financial Institutions Officer 100% (f/m/d) Apply locations Zurich time type Full time posted on Posted Today job requisition id r

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.

In your role as Client Services Manager / Financial Institutions Officer within the Client Services team of the Global Products & Services (GPS) division, your main responsibility is the coordination and the maintenance of the Bank's relationships with financial institutions and partner banks YOUR CHALLENGE

Relationship management:

• You proactively build and maintain strong relationships with our partner financial institutions and banks to ensure smooth operational and strategic collaboration for Julius Baer Group

• You act as a personal and reliable first point of contact for our partner financial institutions and banks

• You work closely with internal stakeholders such as Trading, Credit, Treasury, Operations, Compliance and Legal to continuously review and improve collaboration and help to resolve issues with partner financial institutions and banks

• You maintain an overview of all business activities of our most important counterparties

• You are responsible for coordinating senior management meetings with partner banks (incl. drafting of briefing notes) and hosting visits

• You look out for new business opportunities, market developments and efficiency improvements

Risk management, onboardings & reviews:

• You ensure, together with the onboarding team, that new partner financial institutions and banks undergo a thorough due diligence in line with our risk management frameworks

• You conduct periodic reviews of our partner institutions to assess collaboration, address concerns, and explore areas for growth

• You pro-actively update our partner banks on major events to ensure uninterrupted access to international financial infrastructure

• You ensure our partners are provided with all required information for their KYC and credit reviews to support our business with them

YOUR PROFILE

• Winning personality with an ability to establish and maintain strong and trustworthy relationships

• Very good communication skills

• A strong sense of responsibility

• Excellent command of spoken and written German and English, other language(s) will be an advantage

• At least 5 years' experience in Relationship Management, Credit, Operations or Risk/Compliance role in Banking

• Good understanding of the Banking industry (incl. banking products, services, processes and regulations)

• Good understanding of compliance standards and processes (incl. due diligence, KYC documentation, adverse news and media screening)

• Good financial acumen (understanding of annual reports, KPIs, etc.)

We are looking forward to receiving your full job application through our online application tool. Further interesting job opportunities can be found on our Career site .

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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.

Why join Julius Baer?

At Julius Baer our employees enjoy the benefits of a global company with the support and collegiality of a much smaller one. We are growing quickly, but we remain dedicated to maintaining our accessible structure with flat hierarchies, and approachable and supportive leaders.

With 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.Our core values of Care, Passion, and Excellence define the tone of how we interact with each other and our partners.

Committed to your success

Whether 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. We 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 .

For more information visit or contact us via the Contact Form .

For recruiting agents , please see the additional information here .

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