Associate Relationship Manager

vor 3 Wochen

Lugano, Tessin, 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 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
YOUR PROFILE

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.

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