Assistant Relationship Manager

vor 4 Wochen

Lausanne, Schweiz Bank Julius Bär & Co. AG Vollzeit

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 Assistant Relationship Manager (ARM) Private Banking supports one or more Relationship Manager(s) (RM)/ Team Head(s) (TH) in daily operations, administration, client care and relationship management. The ARM interacts with internal as well as external stakeholders, provides clients with relevant information and supports the RM in implementing customized solutions. Furthermore, the ARM acts as role model in bringing the best service quality to the RMs/TH in a fast, professional and friendly manner, always living the Julius Baer values (Care, Passion and Excellence) and thus helping the team to manage and grow its current client base. He/she channels client feedback to the relevant individuals/departments within the Bank to foster continuous improvement and fast adaptation of processes. This position is the backbone of Client Relationship Management. IHRE AUFGABEN

Client Administration & Management

  • Supports RMs/TH in client interaction and all related tasks (systems, processes, files, documents etc.) with high-quality, precision and timely responsiveness
  • Customizes client requests (reporting, statistics, mailings etc.)
  • Manages the RM/TH’s calendar, prepares client meetings, organizes business trips, completes the post processing of client calls, client meetings or business trips for RMs/TH
  • Compiles presentations, supports in drafting investment  proposals and in marketing activities if needed (client reception, meetings, business trips, events etc.)
  • Ensures coverage in case of own absences

Business Management

  • Regularly collects and exchanges relevant information necessary for the job
  • Organises himself/herself in an efficient and compliant manner and ensures timely and appropriate information of the superior
  • Conducts reviews, plans ahead and documents his/her work at all times
  • Supports RM/TH in implementation of projects and initiatives
  • Provides professional input proposals for improvements based on experience, incident occurrence or observation
  • Manages the expense claim process for RMs/TH

Risk Management & Controls

  • Actively helps managing risk (support first line of defence), i.e. in client documentation, by raising concerns, following up on issues and by escalating when in doubt
  • Ensures adherence to local regulations and compliance with internal policies and standards (e.g. new account openings, payment instructions, reviewing client phone calls or signing off at own level of competence etc.) in collaboration with the respective RMs and TH
  • Ensures timely clearance of pending items and escalated deficiencies
  • Ensures appropriate ethical and compliant behaviour in his/her area of responsibility
  • Ensures correct, meaningful and understandable documentation of client interaction/client orders in the corresponding tool (e.g. CRM, DiAS)
YOUR PROFILE

Personal & Social Skills

  • Team player
  • Excellent situational adaptability (able to work with RMs and clients from diverse backgrounds)
  • Friendly, trustworthy and discreet personality with high level of risk awareness
  • Highly service oriented and passionate about client servicing
  • Always communicates in a friendly, competent and professional manner
  • Open, approachable an displays genuine interest in people and in improving processes
  • Systematic, precise and diligent working style and the ability to perform under pressure
  • Personal integrity and ethical behaviour

Professional Skills

  • Sound affinity with the Swiss Market, i.e. familiar with the legal and regulatory environment as well as cultural awareness
  • Good understanding of relevant products and services in Private Banking
  • Basic knowledge of global financial markets and current developments in the industry

Education and Experience

  • Relevant educational (bank apprenticeship or equivalent) and professional background of minimum 3 years (work experience in the financial industry)
  • Good language skills (verbal and written) in French and also English
  • Proven track record in servicing banking clients with complex needs (onboarding of new, maintaining and extending current relationships)

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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