Assistant Relationship Manager for Market Middle
vor 9 Stunden
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.
**YOUR CHALLENGE**:
- Assist Relationship Managers in the day-to-day work servicing clients and handling administrative issues
- Attend incoming calls and ensure that always a prompt action is taken
- Handle the account openings for new clients as well as account changes to existing clients
- Ensure efficient and prompt handling of orders, trades, transactions, payments etc.
- Monitor the maturity list for deposits, loans, trades; take action where instruction is standard, seek instructions (from RM or client) if necessary and required
- Maintain and update records of client instructions, client details and preferences
- Provide clients and Relationship Manager with information and data in verbal and/or written form as needed/requested
- Compile KYC files and perform risk management tasks
- Liaise with other RM-Teams, Compliance, Risk Management, IC-Sales, Treasury & Trading, Operations & IT
- Always ensure adherence to compliance, legal guidelines, internal rules, regulations & policies etc.
**YOUR PROFILE**:
- Commercial apprenticeship and job-related higher degree (e.g. Bachelor, CFA/AZEK/CAIA)
- At least 5 years of experience as a self-motivated and flexible Assistant to a Relationship Manager in the banking industry
- Knowledge in and understanding of investment products
- Deep knowledge in Compliance topics
- Affinity for IT tools and interest, how to use and manage internal tools
- Strong organizational skills
- Fluency in English (spoken and written), Arabic and German would be an asset
- Very good communication skills verbally and in writing
- Able to work independently, well organized, swift, and accurate even when under pressure
- Always seek for the highest quality in the daily tasks, towards clients and colleagues
- Service oriented, discreet, and responsible
- Friendly, open personality, well-presented and professional appearance
Contact: Stephanie Laesser, HR Consultant, 058/888 54 28
-
Assistant Relationship Manager
Vor 7 Tagen
Zurich, Schweiz Julius Baer 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 Assistant Relationship Manager (ARM) Private Banking supports one or more Relationship Manager(s) (RM)/ Team Head(s)...
-
Executive Assistant
vor 1 Tag
Zurich, Schweiz Redstone Private Banking VollzeitRedstone Private Banking Search are leaders in the global provision of search solutions for the international private banking and wealth management markets. With coverage of a wide variety of Private Banks, Boutiques, Family Offices, Wealth Managers, Fund Managers and Investment Houses, Redstone Private Banking can offer tailored search solutions in a...
-
Assistant Relationship Manager
Vor 2 Tagen
Zurich, Schweiz LHH VollzeitFor our client, an international Private Bank with several offices in Switzerland, we are searching for a Wealth Management Generalist, an Assistant Relationship Manager for their Zurich Office. In this role, you will be part of the Professional Clients (EAM) desk. You support a/several Relationship Manager(s) (RM) in the operational management of their...
-
Assistant Relationship Management Cee, 80
Vor 4 Tagen
Zurich, Schweiz Yakoubi Associates VollzeitFor our client a well-known swiss private bank, we are looking for an Assistant Relationship Management within CEE client market. The Assistant Relationship Manager supports Relationship Managers in daily operations, administration, client care and relationship management. Tasks - Assist one Relationship Manager in the day-to-day work servicing clients and...
-
Assistant Relationship Manager
Vor 7 Tagen
Zurich, Schweiz Julius Baer 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 Assistant Relationship Manager (ARM) Private Banking supports one or more Relationship Manager(s) (RM)/ Team Head(s)...
-
Assistant Relationship Manager Private Banking
Vor 5 Tagen
Zurich, Schweiz Bank J. Safra Sarasin VollzeitAs an Assistant/Internal Relationship Manager you support the Client Relationship Manager in overall day to day tasks. In addition you are responsible for account openings, other documentations as well as preparing client meetings, client reviews, handling risk management, issue management and direct point of contact for clients. **Responsibilities** -...
-
Assistant Family Office Latam Market, 80
Vor 5 Tagen
Zurich, Schweiz Yakoubi Associates VollzeitOn behalf of our client, a global Multi Family Office, we are looking for a Senior Assistant. In this newly created position you will support one Senior Relationship Manager and another Assistant in the following activities: Tasks - Executing client orders (payments, trades, forex) through an E-banking system and third-party banks - Supporting account...
-
Cross Unit Relationship Manager
vor 1 Woche
Zurich, Schweiz Julius Baer 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 Cross Unit Relationship Manager (CURM) is mainly responsible for servicing the clients in the day-to-day work and...
-
Csg Relationship Manager
Vor 4 Tagen
Zurich, Schweiz Citi Vollzeit**Equal Opportunity** We recognize talent comes from a wealth of experience and ideas beyond just the technical specifications of a role. If you feel like you can make a meaningful impact even if you don’t necessarily check all the listed requirements, **_please still consider applying_**. Diversity of experience and skills supplemented with drive are...
-
Relationship Manager, Yachting and Aviation
vor 9 Stunden
Zurich, Schweiz AP Executive VollzeitNew - Location: Zurich - Salary: Market related per year - Job Type:Permanent Posted 34 minutes ago Relationship Manager, Yachting and Aviation - Zurich This is an exciting opportunity to join one of the world's largest independent wealth management and trust companies, boasting over 100 years of history. On their behalf, we are currently looking for an...
-
Zurich, Schweiz Bank J. Safra Sarasin VollzeitAs a Junior CRM/Assistant Relationship Manager you support the Client Relationship Manager in overall day to day tasks. In addition you are responsible for monitoring the investment portfolios, creating investment ideas and producing investment proposals, account openings, other documentations as well as preparing client meetings, client reviews, handling...
-
Assistant Relationship Managers Private Banking
Vor 7 Tagen
Zurich, Schweiz coni+partner AG VollzeitOur client is a private bank in Zurich. We are looking for a professional (m, f, d) for the management support of the Relationship Managers as an Assistant Relationship Managers Private Banking Tasks **Requirements**: Higher education / Interest in private banking topics (e.g. sophisticated client service and advice, financial markets, client portfolios,...
-
Assistant Relationship Manager, 100%
Vor 6 Tagen
Zurich, Schweiz Yakoubi Associates VollzeitFor our client a renowned Swiss private bank, we are looking for an Assistant Relationship Manager to support one or more Relationship Managers in their daily operations in Zurich. Tasks - Assist Relationship Managers in the day-to-day work servicing clients and handling administrative issues - Handle the account openings for new clients as well as account...
-
Assistant Relationship Management
vor 1 Tag
Zurich, Schweiz Vontobel Holding AG Vollzeit**Zürich / Gotthardstrasse 43** *** - Are you passionate about the financial world? For our Senior Advisor Circle (SAC) desk focusing on Swiss domiciled private clients, we are looking for a highly motivated and engaged Relationship Manager Assistant.**What would your role be?** - Take ownership and support the management of a client portfolio, putting the...
-
Zurich, Schweiz coni+partner AG VollzeitOur client is the asset management of a bank in Zurich. We are looking for a finance specialist (m, f, d) as a Controller Middle Office Private Market Investments Tasks In a Middle Office role responsible for the controlling of the strategies of the Private Market portfolios / Controlling of different Private Market investments with focus on Private...
-
Assistant Rm 100% for Middle East
Vor 5 Tagen
Zurich, Schweiz Julius Baer 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 Assistant Relationship Manager (ARM) Private Banking supports one or more Relationship Manager(s) (RM)/ Team Head(s)...
-
Relationship Manager Fim International
vor 1 Tag
Zurich, Schweiz UBS VollzeitSwitzerland - Zürich- Client advisory / Relationship management- Global Wealth Management**Job Reference #** - 254884BR**City** - Zürich**Job Type** - Full Time, Part Time**Your role** - Do you have a proven track record in client relationship management? Are you ready to play an active role in the servicing of financial intermediaries (FIM)? We are...
-
Assistant Relationship Manager Key Clients 100%
vor 1 Woche
Zurich, Schweiz Julius Baer 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. **YOUR CHALLENGE**: - Assist Relationship Managers in the day-to-day work servicing clients and handling administrative...
-
Assistant Relationship Manager
vor 9 Stunden
Zurich, Schweiz Vontobel Holding AG Vollzeit**Zürich / Gotthardstrasse 43** *** - Are you passionate about the financial world? For our desk covering CEE, we are looking for a highly motivated and engaged Relationship Manager Assistant.**What would your role be?** - Take ownership and support the management of a client portfolio, putting the client’s needs in first place. - Be the go-to expert...
-
Junior / Associate Relationship Manager
Vor 2 Tagen
Zurich, Schweiz SYZ GROUP VollzeitThe Associate Relationship Manager will be working within the bank’s Wealth Management department in our Zurich office. We are looking for a person who is eager to learn and to contribute to the team’s success and to start a successful career as a Junior Relationship Manager. Mission - Under the supervision of a Senior Relationship Manager, develop a...