HirePortal

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

  • Julius Baer
  • Geneva, Switzerland
  • CHF 75,000 – CHF 90,000

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.

Kick-start your career with Julius Baer’s Graduate Programme – April 2027

Are 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.

Our 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.

Your team

As 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.

What’s in it for you?

  • Tailored career path: Develop expertise in your chosen field while growing personally and professionally
  • Global perspective: Gain international experience and work with diverse teams
  • Community & mentorship: Learn from industry leaders and peers and build a strong network
  • Impactful work: Contribute to projects that make a real difference from day one

YOUR CHALLENGE

During the programme, you will:

  • Support relationship managers in day-to-day portfolio management — preparing client reviews, investment proposals, and performance analyses
  • Manage 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
  • Assist with client onboarding and regulatory compliance — ensuring adherence to KYC and Anti-Money Laundering (AML) requirements
  • Process account transactions and instructions — executing client requests such as transfers, payments, and account maintenance activities in coordination with operations teams
  • Coordinate 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
  • Prepare client materials and correspondence — drafting meeting packs, performance summaries, and standard communications on behalf of relationship managers
  • Support compliance and audit readiness — assisting with periodic file reviews, ensuring documentation completeness, and tracking regulatory deadlines

YOUR PROFILE

  • Master'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)
  • Initial 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
  • Passion for wealth management and a desire to create value beyond wealth
  • A global mindset, excellent interpersonal skills, and a strong appetite for learning
  • Fluency in English. Arabic is an advantage
  • Eligibility to work in the country where you apply for the position

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.

Is this not quite what you are looking for? Set up a job alert by creating a candidate account here.

Skills

  • Client Relationship Management
  • Portfolio Management
  • Wealth Management
  • Financial Analysis
  • Microsoft Excel
  • Client Reporting
  • Regulatory Compliance

Related jobs

Julius BaerApply for this job