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Opening a bank account in Julius Baer (Switzerland)

Opening a bank account in Julius Baer (Switzerland)
  • Price:1800 eur
  • Term:1-2 months
About bank

Julius Baer is a Swiss private bank led by Julius Baer Group Ltd. The bank is present in more than 25 countries and more than 60 locations, including Asia and Europe.

The main office is based in Zurich, the financial center of Switzerland. Julius Baer International Limited began its history over 130 years ago as a family business.

The bank's main priority is to help people save and increase their wealth. In customer service, the bank seeks to occupy the niche of the best in its field, therefore it pays special attention to the quality of service and an individual approach to each case.

The bank has repeatedly received global recognition and awards, such as the Global Private Banking Award - in the field of private banking, and was also recognized as the best private bank in the Middle East.

Name
Julius Baer
Category
Investment
Opening date
1-2 months
Price
1800 eur
Bank Features
  • Maestro cards;
  • multilingual personnel;
  • affordable mobile and internet banking;
  • individual tariffs for service;
  • the package of required documents depends on the client's country;
  • drawing up a plan and strategy for the investment portfolio.
Who are the accounts for?

Julius Baer Bank opens accounts for both individuals and legal entities from all over the world. Accounts for operating companies are not considered.

Account types

Accounts for investment and savings purposes.

Bank rates
Account opening cost:
investment
no commission
savings
no commission
The minimum deposit to the account
deposit/account balance
1 000 000 CHF
Account service:
depends on investments
from 240 CHF/quarter
Account closing
for all categories of clients
250 USD
Bank visit

According to the account opening procedure, Julius Baer International ltd may request a personal meeting with a manager or a banker, the meeting can be held in Switzerland or in Kyiv, as agreed.

Account opening procedure
1
Getting to know the client and his business
2
Collection and preparation of documents
3
Sending documents for analysis
4
Organization of a meeting with the bank manager
5
Signing bank forms
6
Gaining access to the account

Please note that according to international account opening standards, each bank is required to adhere to the KYC procedure, therefore, the bank will require documents and data confirming the identity, business, and wealth for identification. Also, a financial institution may, based on its internal rules, refuse to cooperate without giving reasons.

In order to avoid such negative consequences, please contact specialized lawyers for preliminary advice on opening foreign accounts, and we will tell you all the nuances of how to open an account with a Swiss bank - Julius Baer Switzerland.

Popular questions
What types of accounts does Julius Baer (Switzerland) open?
Julius Baer opens investment and savings accounts. For assistance in opening an account, preparing documents and completing the compliance procedure, leave a request on our website and we will contact you immediately.
How long does it take to open an account in Julius Baer (Switzerland)?
The opening period varies depending on the complexity of the client and the type of account, on average - 1-2 months.
Is it possible to open an account in Julius Baer (Switzerland) online?
According to the procedure for opening an account, Julius Baer may request a personal meeting with a manager or banker, the meeting can be held in Switzerland or in Kyiv, as agreed.
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