Teams at Julius Baer

Support Relationship Managers with client administration, meeting preparation, documentation, reporting and basic investment/marketing materials. Manage calendars, expense claims, compliance checks, risk controls, and process improvements while ensuring regulatory adherence and high-quality client service.

Support Relationship Managers in client administration, meeting preparation, documentation, and client servicing. Manage calendars, travel, presentations, expense claims, and assist with customised client reporting. Ensure regulatory compliance, risk controls, and accurate CRM documentation while proposing process improvements and enabling high-quality service.

Lead design and delivery of Java-based private banking applications, own operational stability, manage and coach developers, drive architecture and technical standards, resolve production issues, and liaise with stakeholders and vendors to deliver scalable solutions.