Client Service Executive Intern Summer 2026

Client Service Executive Intern Summer 2026 at Julius Baer

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. Apply now and join our dynamic team for a summer of learning, innovation, and excitement!

Your Team

Julius Baer'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 Challenge

What 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 Julius Baer, 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

Your Profile

We are looking for:

• 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. Further interesting job opportunities can be found on our Career site.

Is this not quite what you are looking for? Set up a job alert by creating a candidate account here.

Key skills/competency

• Client Service
• Wealth Management
• Financial Services
• Account Onboarding
• AML Compliance
• Administrative Support
• Project Management
• Interpersonal Skills
• Problem-solving
• Data Analysis