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Senior Executive Assistant at Julius Baer – support Market Head Intermediaries in Switzerland & Americas
Strategic admin role with high-level coordination, event planning, and KPI monitoring.
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 Executive Assistant role supporting the Market Head Intermediaries Western Switzerland & Americas is a strategic position requiring a seasoned, discreet, results-driven and very enthusiastic professional. The Senior Executive Assistant will provide comprehensive, high-calibre administrative and operational support, ensuring seamless day-to-day functioning across priorities.
The successful candidate will support the Market Head Intermediaries Western Switzerland & Americas in driving operational efficiency, strategic initiatives, and leadership coordination across the Market, as well as in the organisation and supervision of internal and external events along with our Marketing department. This role combines high-level administrative support with some core business management responsibilities, acting as a trusted partner to ensure seamless execution of priorities.
This individual will serve as a pivotal point of contact, managing complex and diverse tasks such as executive support, business management, development support and compliance related activities.
With a proactive mindset and unwavering attention to detail, the Executive Assistant will act as a trusted partner, anticipating needs, managing sensitive information with confidentiality, and contributing to enhanced executive effectiveness.
At Julius Baer, where excellence and client focus define our culture, this role demands the highest standards of professionalism, discretion, and service orientation in a fast-paced, multi-stakeholder environment.
PRINCIPALES FUNCIONES
- Manage the Market Head Intermediaries Western Switzerland & Americas calendar proactively: schedule meetings, prioritise appointments, and resolve conflicts
- Prepare agendas, briefing materials, presentations (PowerPoint/Excel), and talking points for internal and external meetings
- Organise travel arrangements, including itineraries, visa requirements if applicable, accommodations, and expense reporting
- Organise internal and external top notch events, for team members and clients alike, with attention to details and outstanding professionalism
- Serve as gatekeeper by screening calls and emails, handling sensitive correspondence, and ensuring timely follow-up
- Act as liaison between headquarters and the Geneva office, ensuring alignment on policies, communications, and change initiatives
- Collaborate with all the key internal stakeholders, including Finance, HR, Compliance and Legal departments when required, particularly regarding documentation and approvals
- Monitor key performance indicators (KPIs) for the Market; compile weekly/monthly reports
- Facilitate internal governance processes: organise regional management committee meetings, track action items, and maintain meeting minutes and follow-ups
- Assist in executing local growth strategies under guidance of the Market Head
- Identify opportunities for process improvements and digital transformation
- Maintain strict confidentiality of all matters
YOUR PROFILE
- Bachelor’s degree in business administration, International Relations, or a related field
- Minimum of 5 years’ experience in an executive support or business coordination role, preferably within private banking or financial services
- Ability to travel regularly between Zürich and Geneva
- Proven ability to work effectively in a senior executive environment with discretion and professionalism
- Strong understanding of wealth management business models, organisational structures, and key drivers of performance
- Fluency in English and French; Spanish and German language skills are a strong advantage
- Advanced proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint)
- Organisational Excellence: Ability to multitask efficiently while maintaining accuracy and attention to detail
- Initiative & Problem‑Solving: Anticipates needs and proposes solutions without constant supervision
- Communication Skills: Clear, concise, and diplomatic communicator across levels and cultures.
- Team Collaboration: Works well both independently and as part of cross‑functional teams
- Discretion & Integrity: Handles confidential information with utmost sensitivity and trustworthiness
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 .
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