At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, entrepreneurial, empowered, and to create value beyond wealth. Let's shape the future of wealth management together.
In Private Banking, we serve demanding private clients with tailored solutions and utmost discretion. As a Team Assistant (m/w/d), you support our advisors in the holistic care of our wealthy clients and contribute significantly to the success of our location with your structured and service-oriented work approach.
YOUR CHALLENGE
- Organizational and administrative support of the Private Banking team
- Coordination and preparation of client appointments and support in follow-up
- Creation of presentations, contracts, and reports
- Processing of account and custody documents as well as support in account openings and legitimization processes
- Maintenance of customer data in our systems and reliable document management
- Coordination with internal departments (e.g., Back Office, Compliance, Product Management)
- Organization of travel, appointments, and events
- Responsibility for smooth office operations in daily business
- Reception and hospitality of customers and business partners
- Travel expense and expense accounting
YOUR PROFILE
- Completed banking apprenticeship
- Initial professional experience in an assistant function, preferably in the financial environment or private banking
- Strong organizational skills and a structured work approach
- High service orientation, discretion, and professionalism in customer contact
- Team spirit, strong communication skills, and confident demeanor
- Very good German language skills in spoken and written form, English skills advantageous
- Very good MS Office skills
