Assistant Relationship Manager Intermediaries 100%

vor 3 Wochen


Zürich, Zürich, 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.

IHRE AUFGABEN
  • Unterstützung der Kundenberater in sämtlichen Belangen der Beratung und Betreuung von externen Vermögensverwaltern
  • Abwicklung und Kontrolle von Kundenaufträgen (Börse, Devisen, Zahlungsaufträge, etc.);
  • Erledigung von Kontoeröffnungen, Saldierungen und Mutationen; Erstellen und Nachführen von Kundendaten; Cash Management
  • Sicherstellen der Einhaltung lokaler Vorschriften und der Compliance gemäss internen Richtlinien und Standards (z.B. Kontoeröffnungen, Zahlungsanweisungen usw.) in Zusammenarbeit mit dem Kundenberater und dem Team Head
  • Überwachen der Saldo- und Fälligkeitslisten, Titelein- und -auslieferungen
  • Telefonischer Kundenkontakt und administrative Betreuung einer anspruchsvollen Kundschaft von externen Vermögensverwaltern
  • Vor- und Nachbearbeitung von Kundenbesuchen
  • Selbständiges und proaktives Pendenzenmanagement
  • Stellvertretung innerhalb des Teams während Abwesenheiten
YOUR PROFILE
  • Kaufmännische Bankausbildung
  • 2-3 Jahre Berufserfahrung als Assistant Relationship Manager oder ähnliche Funktion im Private Banking oder Intermediaries
  • Gute Kenntnisse von Private Banking Bankprodukten und Servicedienstleistungen
  • Freude am Kontakt mit externen Vermögensverwaltern
  • Hoher Grad an Belastbarkeit, Selbständigkeit sowie Flexibilität
  • Interesse an den Finanzmärkten und am aktuellen Weltgeschehen
  • Ausgeglichene Persönlichkeit mit positiver Lebenseinstellung
  • Gute organisatorische Fähigkeiten, exakte Arbeitsweise, Teamplayer
  • Gute MS Office Kenntnisse
  • Fliessend Deutsch sowie gute Englischkenntnisse, weitere Fremdsprachen von Vorteil

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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