Account Manager, Intermediaries

On Site Full TimeGeneva, Geneva, SwitzerlandJulius Baer

Role Overview

The Account Manager Intermediaries takes ownership of account administration, documentation formalities, and tasks in daily operations and projects. They handle client requests, execute trades, and provide administrative support to the team. The Account Manager does not have an own client book and works closely with Relationship Managers to reach out to clients.

What You Will Do

The responsibilities include order placement, handling of client requests, execution of trades, and providing administrative support to the team. The Account Manager ensures operational client account management and interacts with internal and external stakeholders independently.

Why It Might Be a Fit

The Account Manager demonstrates excellent professional, personal, and social skills when liaising with clients and the Relationship Manager. They channel client feedback to foster continuous improvement and fast adaptation of processes.

Requirements

  • Proven track record in servicing banking clients with complex needs
  • Sound affinity with Latin America or Middle East and Switzerland
  • Excellent organisational skills
  • Proactive, friendly, team player and solutions oriented
  • Impeccable presentation and communication skills
  • Highly service oriented and passionate about client servicing
  • Strong integrity, ethics, and risk awareness combined with solid client-focused mindset
  • Advanced knowledge of global financial markets and current developments in the industry
  • Strong fluency in French and English (oral and written)
  • Good MS Office skills

Benefits

  • Competitive salary
  • Opportunities for growth and development
  • Fast-paced and dynamic work environment
  • Collaborative team
  • Client-centric culture

To apply for this job please visit juliusbaer.wd3.myworkdayjobs.com.


You can apply to this job and others using your online resume. Click the link below to submit your online resume and email your application to this employer.

Tired of manual job applications?

JobCopilot auto-applies to thousands of RevOps and GTM roles on your behalf — so you can focus on interviews, not applications.

Applying for this role?

Tailor your resume to this exact role — hiring managers notice the difference.

Latest articles on the blog

RECRUITERS!

Reduce the risk of your recruitment process (applicant quality, long and inefficient process) by selecting from a relevant pool of candidates.

POST A NEW JOB NOW!