Account Manager Private Banking for CEE

At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, entrepreneurial, empowered, and create value beyond wealth. Let’s shape the future of wealth management together.

Client Administration & Management

• Ensures that accurate and high-quality client relationship documentation formalities are met and maintained to a high standard at all times including client identification documentation (CDB), account opening forms and other relevant legal forms.
• Actively ensures that operational account management is undertaken professionally, with all tasks/system alerts cleared directly where possible or via RM if investment‑related advice is needed.
• Where appropriate, is part of client meetings and even leads parts of the meeting (e.g. documentation formalities, compliance, other requests of the client) if case allows.
• Actively maintains client key data in liaison with the RM to ensure CRM ...