ClientServicesExecutive

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. The Client Service Executive (CSE) provides key operational and administrative support to Relationship Managers (RMs) and clients to help achieve the Bank’s strategic and commercial objectives. The role is varied and requires strong technical, operational and organisational skills, combined with excellent interpersonal and communication abilities. Relationship Managers are the primary point of contact between clients and the Bank, acting externally as ambassadors for the brand and internally as role models. Together, the RMs and CSEs form the Relationship Management team, responsible for the proactive and autonomous management of a portfolio of High-Net-Worth private clients. The CSE supports the ongoing management of client relationships by delivering high-quality client service, executing transactions efficiently, and ensuring that all activities are completed in line with regulatory, risk and compliance standards. This includes supporting client onboarding, handling routine enquiries and transactions, and acting as a key liaison between clients, RMs and internal stakeholders. Professionalism, responsiveness and attention to detail are critical to success in this role. The CSE also supports client acquisition activities, assists in gathering and reviewing client documentation, and ensures that client feedback regarding products and services is effectively communicated to relevant internal teams, contributing to continuous improvement and adaptation in line with market developments. ## **YOUR CHALLENGE** **Client & Relationship Support** * Managing client communications via e-mail and telephone, ensuring timely, accurate and professional responses * Acting as a consistent point of contact for clients, providing day-to-day administrativ