Julius Baer

Account Manager Intermediaries 100% (f/m/d)

Julius Baer

1 month ago
Zurich, Switzerland
Onsite
Full Time
Senior
0 applicants
Julius Baer
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About this role

The Account Manager Intermediaries & Family Offices at Julius Baer supports relationship management for intermediary and family office clients by ensuring high standards of account administration, documentation, and client service. The role partners closely with Relationship Managers and internal stakeholders to maintain data integrity, support customized client reporting, and uphold the bank's values of care, passion and excellence.

Skills

Qualifications

Bachelor DegreeCFAAZEKCAIAInternal AM Intermediaries & FO Training
Julius Baer

About Julius Baer

juliusbaer.com

N/A

About Julius Baer

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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