At a Glance
- Tasks: Support client service teams and engage in real projects during a 10-week summer internship.
- Company: Join Julius Baer, a leading Swiss wealth management group with a global presence.
- Benefits: Gain hands-on experience, networking opportunities, and professional development in a dynamic environment.
- Why this job: Explore the wealth management industry while developing essential skills and making valuable connections.
- Qualifications: Open to Bachelor students from 2nd year onwards or enrolled Master students in relevant fields.
- Other info: Applications are reviewed on a rolling basis, so apply early for this exciting opportunity!
The predicted salary is between 500 - 1500 £ per month.
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.
Be Empowered with our 10-week Summer Internship Programme. Join us for a 10-week internship from 1 July to 4 September 2026 and spend your summer discovering the opportunities and challenges of the wealth management industry.
As a student, this internship is a chance to explore your interests, develop new skills, and gain hands-on experience working alongside experienced professionals on real projects. Our programme includes various learning sessions as well as networking opportunities, allowing you to connect with colleagues and our graduates.
Whether you are passionate about finance, technology, or innovative problem-solving, our programme provides the ideal environment to learn, grow, and thrive!
Your team: JBI’s Client Service Executive (CSE) function sits within the Client Experience team and acts as the Relationship Manager’s representative in delivering high quality client service and support. Each CSE works within a pod, sharing certain tasks across the group to ensure clients receive timely and efficient responses.
As an intern, you will be aligned to a Client Experience Manager, who oversees the pod’s workflow. You will play an active role in supporting the CSEs with account onboarding and AML trigger events. Throughout the programme, you will also gain exposure to a range of individuals and functions across the organisation, attend team meetings, and develop key soft skills essential for effective client engagement.
YOUR CHALLENGEWhat to work on:
- Attend key meetings, including Private Clients team meetings, Client Experience Team meetings, and weekly pod calls
- Receive training as well as executing on some of the pod’s shared tasks, across account onboarding cases and client information change requests
- Perform a range of administrative tasks to support smooth pod operations
- Contribute to a team project over the course of the internship with your fellow interns such as a process improvement or identifying efficiency opportunities using JAI or Copilot. The project should include investigation, documentation, and presenting of recommendations
What to learn:
- Develop essential soft skills for client interaction through sessions with our Learning & Development team
- Gain an understanding of how a pure‐play wealth manager operates within the UK private banking landscape
- Learn about the different roles and functions within JBI, with a particular focus on the Client Service Executive role and how we deliver exceptional client service
- Build knowledge of key client service tasks and processes that support the smooth running of client relationships
- Bachelor student from 2nd year onwards or enrolled Master student in the field of Finance, Accounting, Economics, Business Administration or a related field
- Passion for wealth management and a desire to create value beyond wealth
- A global mindset, excellent interpersonal skills, and a strong appetite for learning
- Fluency in English
- Registered in the country of application with a valid work permit
Applications are reviewed on a rolling basis. We appreciate your early application and thank you for your patience during the review process. We are looking forward to receiving your full job application through our online application tool.
Julius Baer is the leading Swiss wealth management group. We focus on servicing and advising sophisticated private clients from around the world, taking into account what truly matters to them – in their business and personal life, today and for future generations.
At Julius Baer our employees enjoy the benefits of a global company with the support and collegiality of a much smaller one. We are growing quickly, but we remain dedicated to maintaining our accessible structure with flat hierarchies, and approachable and supportive leaders.
With offices around the world, we offer an international and stimulating work environment and the opportunity to work with a diverse team of highly motivated colleagues, bringing the best of the bank to our clients. Our core values of Care, Passion, and Excellence define the tone of how we interact with each other and our partners.
Committed to your success: Whether nurturing young talent with our renowned apprentice scheme, enabling ambitious university graduates to put theory into practice with our Graduate Programme, or providing first-class opportunities for experienced professionals, we look after our employees. We believe in continuous learning as a company and as individuals, which is why we put a focus on the health and well-being of our employees and offer flexible working options, a wide array of benefits, and extensive career development programmes.
Summer Internship 2026 – Client Service Executive Intern - 100% (f/m/d) employer: Bank Julius Bär & Co. Ltd.
Contact Detail:
Bank Julius Bär & Co. Ltd. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Summer Internship 2026 – Client Service Executive Intern - 100% (f/m/d)
✨Tip Number 1
Network like a pro! Reach out to current or past interns at Julius Baer on LinkedIn. Ask them about their experiences and any tips they might have for you. This can give you insider knowledge and help you stand out.
✨Tip Number 2
Prepare for your interviews by researching the company culture and values. Understand what it means to create value beyond wealth, and think of examples from your own life that demonstrate this mindset. We want to see your passion!
✨Tip Number 3
Practice your soft skills! Since you'll be interacting with clients, work on your communication and interpersonal skills. Role-play common scenarios with friends or family to build confidence before the big day.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, keep an eye on our job alerts for other exciting opportunities that might pop up while you're searching.
We think you need these skills to ace Summer Internship 2026 – Client Service Executive Intern - 100% (f/m/d)
Some tips for your application 🫡
Be Yourself: When you're writing your application, let your personality shine through! We want to see the real you, so don’t be afraid to share your passions and what makes you tick.
Tailor Your Application: Make sure to customise your application for the Client Service Executive Intern role. Highlight relevant experiences and skills that align with what we’re looking for in a candidate.
Show Your Enthusiasm: Express your excitement about the internship and the wealth management industry. We love candidates who are eager to learn and contribute to our team!
Apply Early: Don’t wait until the last minute! Applications are reviewed on a rolling basis, so the sooner you apply through our website, the better your chances of standing out.
How to prepare for a job interview at Bank Julius Bär & Co. Ltd.
✨Know Your Stuff
Before the interview, make sure you understand the wealth management industry and Julius Baer's role in it. Brush up on key concepts related to client service and be ready to discuss how your studies in finance or business relate to the position.
✨Show Your Passion
Express your enthusiasm for wealth management and client service during the interview. Share specific examples of why you're interested in this field and how you can contribute to creating value beyond wealth, as highlighted in the job description.
✨Prepare Questions
Have a few thoughtful questions ready to ask your interviewers. This shows your interest in the role and helps you learn more about the team dynamics and the projects you might work on during your internship.
✨Practice Soft Skills
Since the role involves client interaction, practice your communication and interpersonal skills. Consider doing mock interviews with friends or family to build confidence and ensure you can articulate your thoughts clearly.