Assistant Relationship Manager
vor 4 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)
- 3 - 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), 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
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