Associate Relationship Manager
Gefunden in: beBee S CH - vor 2 Wochen
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 role of an Associate Relationship Manager (Associate RM) is linked to the respective internal development programme.The Associate RM is part of a front team and serves private clients of the Bank in close collaboration with one or several senior Relationship Managers, other team members, and specialists. This entails the delivery of comprehensive wealth management solutions to meet the clients’ needs as well as dealing with routine enquiries and transactions. Acquisition of new client relationships through his/her network is an additional, integral element of the role. IHRE AUFGABEN
- Attract prospects, proactively build up an own client book, and retain existing clients in close collaboration with other team members
- Proactively ask for support, feedback, and guidance from other relationship managers in the team in developing and maintaining successful client relationships
- Respond to all client needs in the highest possible quality and in a timely manner
- Provide appropriate investment advice in collaboration with specialists (when needed) and in line with internal policies and guidelines while meeting external rules and regulations
- Match the frequency and intensity of contact based on the client’s preference
- Ensure highest level of data security (CID / data privacy) through access management
- Provide accurate client relationship documentation formalities at all times including client identification documentation (CDB), account opening forms and other relevant legal forms
- Take up client feedback regarding products and services with the relevant specialists within the Bank to ensure continuous improvement and adaptation in line with market trends
- Constantly monitor potential risks to protect the Bank and its clients as part of the first line of defence
- Create and implement new marketing strategies in conjunction with the Team Head / senior Relationship Managers
- Contribute to strategic initiatives (e.g. to optimise key processes or support new product initiatives)
- Participate actively in the Associate RM development programme and engage in the Associate RM Community to share experience and best practice
Personal & Social Skills
- Very good inter-personal skills, open and approachable, good networker
- Good listener with genuine interest in people
- Excellent situational adaptability to relate to clients and colleagues from diverse backgrounds
- Resilient mentality and ability to work under pressure, feels confident with uncertainty
- Motivated, persistent, and persuasive personality
- Strong team player
- Works autonomously and allocates work time independently
- Trustworthy and discreet personality with a high level of risk and compliance awareness
- High personal integrity and ethical behaviour
- Willingness to learn and grow personally
Professional & Technical Skills
- Knowledge of global financial markets, interest in market developments and industry trends
- Cultural understanding of geographical markets to be covered
- Understanding of legal & regulatory environment of respective markets and jurisdictions
- Good understanding of relevant products, services as well as tools in Private Banking
- Ability to match client needs with appropriate product solutions
Education & Experience
- Higher education (e.g. master’s degree of University, MBA, CFA) or other educational background combined with relevant professional experience
- Proven track record of 3-5 years’ work experience as Relationship Manager
- Mother tongue Italian and proficiency in English (spoken and written)
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.
-
Associate Relationship Manager
Gefunden in: beBee jobs CH - Vor 7 Tagen
Lugano, Tessin, Schweiz Bank Julius Bär & Co. AG VollzeitAt 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 role of an Associate Relationship Manager (Associate RM) is linked to the respective internal development programme. The...
-
Associate Relationship Manager
Gefunden in: Talent CH C2 - Vor 7 Tagen
Lugano, Schweiz CH10 - BJB Bank Julius Baer & Co. Ltd. VollzeitAt 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 role of an Associate Relationship Manager (Associate RM) is linked to the respective internal development programme. ...
-
Assistant Relationship Manager – Swiss Market
Gefunden in: Talent CH C2 - Vor 7 Tagen
Lugano, Schweiz SYZ SA VollzeitSupport a Relationship Manager and become their trusted client service officer. Perform all the administrative tasks related to client files and provide administrative, organizational and communication support to the Relationship Manager in his daily tasks. We are looking for a person who is eager to learn and to contribute to the team’s success and who...
-
Senior Relationship Manager
Gefunden in: Talent CH C2 - Vor 7 Tagen
Lugano, Schweiz ALBEDIS VollzeitINTRODUCTION: FOR OUR CLIENT, A SWISS PRIVATE BANK, WE ARE LOOKING FOR ASENIOR RELATIONSHIP MANAGERPOSITION BASED IN LUGANO, TEAM WELCOMEDASSIGNMENT DESCRIPTION: • Prospecting and acquiring new clients and new assets of U/HNWI private clients from Lugano• Advising both existing as well as new clients on all aspects of their financial needs• Closely...
-
Junior Relationship Manager
vor 2 Wochen
Lugano, Schweiz Manpower VollzeitFondata nel 1948 a Milwaukee, Wisconsin, USA, Manpower è una società internazionale leader nel settore delle risorse umane. Presente a livello mondiale in 75 paesi con oltre 3'000 filiali risponde ai bisogni dei suoi 400'000 clienti. Specialisti nel reclutamento e nella selezione di personale fisso e temporaneo in diversi settori dell'economia, siamo...
-
Junior Relationship Manager
vor 2 Wochen
Lugano, Schweiz Manpower VollzeitFondata nel 1948 a Milwaukee, Wisconsin, USA, Manpower è una società internazionale leader nel settore delle risorse umane. Presente a livello mondiale in 75 paesi con oltre 3'000 filiali risponde ai bisogni dei suoi 400'000 clienti. Specialisti nel reclutamento e nella selezione di personale fisso e temporaneo in diversi settori dell'economia, siamo...
-
Project Manager
vor 1 Tag
Lugano, Schweiz Sidler - SA VollzeitOn behalf of our esteemed client, a Company leader in digital services and innovative solutions, we are recruiting the following profile **PROJECT MANAGER / LUGANO** The Project Manager will take ownership of different-sized projects, having full accountability for deliverables, budgets and timelines. The Senior Project Manager managing multiple internal...
-
Payroll Manager
Vor 7 Tagen
Lugano, Schweiz Manpower VollzeitFounded in 1948 in Milwaukee, Wisconsin, USA, Manpower is a leading international human resources company. Located in 75 countries worldwide, with over 3’000 branches, Manpower responds to the needs of its 400’000 customers. Specialists in the recruitment and selection of permanent and temporary personnel in various economic sectors, we have been...
-
contracting department employee
Gefunden in: beBee jobs CH - vor 2 Wochen
Lugano, Tessin, Schweiz Randstad VollzeitWe are excited to announce an opening for the role of Clients services associate in a multinational company operating in the travel industry. If you are detail-oriented, organized, and proactive, with strong communication skills and a knack for problem-solving, this could be the perfect role for you.As a Client services associate, you will ensure smooth...
-
contracting department employee Tourism sector
Gefunden in: beBee jobs CH - Vor 7 Tagen
Lugano, Tessin, Schweiz Randstad VollzeitWe are excited to announce an opening for the role of Clients services associate in a multinational company operating in the travel industry. If you are detail-oriented, organized, and proactive, with strong communication skills and a knack for problem-solving, this could be the perfect role for you.As a Client services associate, you will ensure smooth...
-
contracting department employee
Gefunden in: beBee S CH - vor 2 Wochen
Lugano, Schweiz Randstad VollzeitWe are excited to announce an opening for the role of Clients services associate in a multinational company operating in the travel industry. If you are detail-oriented, organized, and proactive, with strong communication skills and a knack for problem-solving, this could be the perfect role for you.As a Client services associate, you will ensure smooth...
-
contracting department employee Tourism sector
Gefunden in: beBee S CH - vor 2 Wochen
Lugano, Schweiz Randstad VollzeitWe are excited to announce an opening for the role of Clients services associate in a multinational company operating in the travel industry. If you are detail-oriented, organized, and proactive, with strong communication skills and a knack for problem-solving, this could be the perfect role for you.As a Client services associate, you will ensure smooth...
-
Campaign Manager Marketing
vor 2 Wochen
Lugano, Schweiz Manpower VollzeitFondata nel 1948 a Milwaukee, Wisconsin, USA, Manpower è una società internazionale leader nel settore delle risorse umane. Presente a livello mondiale in 75 paesi con oltre 3'000 filiali risponde ai bisogni dei suoi 400'000 clienti. Specialisti nel reclutamento e nella selezione di personale fisso e temporaneo in diversi settori dell'economia, siamo...
-
contracting department employee Tourism sector
Gefunden in: Talent CH C2 - Vor 2 Tagen
Lugano, Schweiz Randstad VollzeitJobdescriptionWe are excited to announce an opening for the role of Clients services associate in a multinational company operating in the travel industry. If you are detail-oriented, organized, and proactive, with strong communication skills and a knack for problem-solving, this could be the perfect role for you.As a Client services associate, you will...