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Client Services Manager / Financial Institutions Officer 100% (f/m/d)

Zurich, Zurich
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Job Overview

Salary CHF75k - CHF110k (AI est.)
Location Zurich, Zurich
Type Full time

Skills & Requirements

85%

Access

Essential skill for this role
85% Required
77%

Risk Management

Essential skill for this role
77% Required
69%

Wealth Management

Essential skill for this role
69% Required
61%

Due Diligence

Comprehensive due diligence and research capabilities
61% Required
Access
Risk Management
Wealth Management
Due Diligence
KYC
Credit
Infrastructure
English
German

Qualifications & Education

About the Role

Client Services Manager / Financial Institutions Officer 100% (f/m/d)

Curated brief to help you tailor your application.

Role Overview

Start by showing recruiters you understand the team's mission and environment.

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.

In your role as Client Services Manager / Financial Institutions Officer within the Client Services team of the Global Products & Services (GPS) division, your main responsibility is the coordination and the maintenance of the Bank’s relationships with financial institutions and partner banks.

YOUR CHALLENGERelationship management:

You proactively build and maintain strong relationships with our partner financial institutions and banks to ensure smooth operational and strategic collaboration for Julius Baer Group

Skills Snapshot

Double down on these tools and frameworks in your application.

  • Access
  • Risk Management
  • Wealth Management
  • Due Diligence
  • KYC
  • Credit
  • Infrastructure
  • English
  • German
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Frequently Asked Questions

A Client Services Manager / Financial Institutions Officer 100% (f/m/d) is responsible for key financial functions including analysis, reporting, and strategic planning. This level position requires expertise in sector dynamics and involves working with cross-functional teams to drive business growth and financial performance.
This Client Services Manager / Financial Institutions Officer 100% (f/m/d) role typically requires a degree in Finance, Accounting, Economics, or related field. Candidates should have relevant experience in sector, strong analytical skills, proficiency in financial modeling, and excellent communication abilities. Professional qualifications such as CFA, ACCA, or ACA are often preferred.
Career progression from a Client Services Manager / Financial Institutions Officer 100% (f/m/d) role can lead to senior finance positions such as Finance Manager, Finance Director, or CFO roles. The sector offers diverse opportunities for professional development, including specialized areas like investment banking, corporate finance, or financial planning and analysis.
To apply for this Client Services Manager / Financial Institutions Officer 100% (f/m/d) position, click the 'Send CV' button above to submit your application directly to the hiring manager. Ensure your CV highlights relevant experience and financial expertise. Our recruitment consultants will review your application and contact you within 24-48 hours if your profile matches the requirements.