University Graduate – Account Manager Private Banking 100% (f/m/d) in Genève

ppAt 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. /ppKick-start your career with Julius Baer's Graduate Programme - April 2027 /ppAre you about to complete your master's degree or recently graduated and ready to turn ambition into impact? At Julius Baer, we empower graduates to shape the future of wealth management. /ppOur 18-month Graduate Programme is designed to unleash your potential through three dynamic rotations, including an international assignment. You'll gain hands-on experience, build a global network, and lay the foundation for a thriving career in wealth management. /ppYour team /ppAs part of the Middle East Africa you will join Middle East Africa team in Geneva, which plays a key role in driving the Bank's strategic expansion and growing our market share into the GCC and Near-East. /ph3What's in it for you? /h3ulliTailored career path: Develop expertise in your chosen field while growing personally and professionally /liliGlobal perspective: Gain international experience and work with diverse teams /liliCommunity mentorship: Learn from industry leaders and peers and build a strong network /liliImpactful work: Contribute to projects that make a real difference from day one /li /ulh3bYOUR CHALLENGE /b /h3ullipSupport relationship managers in day-to-day portfolio management - preparing client reviews, investment proposals, and performance analyses /p /lilipManage client documentation and records - maintaining accurate and up-to-date client files, including Know Your Customer (KYC) profiles, account opening documentation, and periodic review materials /p /lilipAssist with client onboarding and regulatory compliance - ensuring adherence to KYC and Anti-Money Laundering (AML) requirements /p /lilipProcess account transactions and instructions - executing client requests such as transfers, payments, and account maintenance activities in coordination with operations teams /p /lilipCoordinate with internal teams and manage scheduling - organizing client meetings, tracking action items, and ensuring timely completion of outstanding requests across investment, legal, compliance, and operations /p /lilipPrepare client materials and correspondence - drafting meeting packs, performance summaries, and standard communications on behalf of relationship managers /p /lilipSupport compliance and audit readiness - assisting with periodic file reviews, ensuring documentation completeness, and tracking regulatory deadlines /p /li /ulh3bYOUR PROFILE /b /h3ullipMaster's degree from a university or university of applied sciences with above-average grades in finance, economics, business, or a related field. (graduation max. 12 months ago) /p /lilipInitial practical experience in financial services, client-facing operations, or administrative coordination. Experience managing detailed documentation, multiple stakeholders, and remaining professional under pressure is particularly relevant /p /lilipPassion for wealth management and a desire to create value beyond wealth /p /lilipA global mindset, excellent interpersonal skills, and a strong appetite for learning /p /lilipFluency in English. Arabic is an advantage /p /lilipEligibility to work in the country where you apply for the position /p /li /ul /p #J-18808-Ljbffr