Assistant Relationship Manager Global Custody
Vor 5 Tagen
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 GC Sales & Relationship Management organization was streamlined in 2019 and the relevant activities and teams were merged at this point.
After the restructuring of the entire B2B business (integration into the COO & Intermediaries division and organizational subordination of the global custody business to the sub-division Operations & Global Custody in 2020), the focus was on the strategic realignment and the defined customer segments. The acquisition activities in the Global areas Custody and depositary banking services are doing well. Due to the longstanding good relationships with our external partners, however, these acquisition efforts are mostly passive. Unfortunately, proactive acquisition activities cannot be carried out enough in addition to the existing relationship management for capacity reasons. The administrative effort in the area of KYC, AML and other compliance issues has increased continuously in recent years. In order for the existing GC relationship managers to be able to act more proactively in the market again, they must above all be able to delegate their administrative activities accordingly.
**YOUR CHALLENGE**:Client Administration and Management
- Supports RMs/TH in client interaction and all related tasks (systems, processes, files, documents & documentation, etc.)with high-quality, precision and timely responsiveness
- Customizes client requests (reporting, statistics, mailings etc.)
- Compiles presentations, supports in drafting client solutions and in marketing activities if needed (client reception, meetings, events)
- Ensures coverage in case of own absences
Business Management:
- Regularly collects and exchanges relevant information necessary for the job
- Organizes himself/herself in an efficient and compliant manner and ensures timely and appropriate information of the superior
- Conducts reviews, plans ahead and documents his/her work at all times
- Supports RM/TH in implementation of projects and initiatives
- Provides professional input proposals for improvements based on experience, incident occurrence or observation
- Manages the expense claim process for RMs/TH
Other Responsibilities:
- Risk Management & Controls
- Actively helps managing risk (support first line of defence), i.e. in client documentation, by raising concerns, following up on issues and by escalating when in doubt
- Ensures adherence to local regulations and compliance with internal policies and standards (e.g. new account openings, reviewing client phone calls or signing off at own level of competence etc.) in collaboration with the respective RMs and TH
- Ensures timely clearance of pending items and escalated deficiencies
- Ensures appropriate ethical and compliant behavior in his/her area of responsibility
- Ensures correct, meaningful and understandable documentation of client interaction/client orders in the corresponding tool
**YOUR PROFILE**:Education and Experience
- Relevant educational (bank apprenticeship or equivalent) and professional background (work experience in the financial industry)
- Good language skills (verbal and written) according to specific market requirements (D/E/F)
- Proven track record in servicing banking clients with complex needs (onboarding of new, maintaining and extending current relationships)
Professional Skills
- Sound affinity with Global Custody client segments and familiar with the legal and regulatory environment as well as cultural awareness
- Good understanding of asset servicing (Global Custody & Depositary Bank Services, Reporting Solutions and value added Services)
- Basic knowledge of global financial markets and current developments in the industry
Personal and Social Skills
- Team player
- Excellent situational adaptability (able to work with RMs and clients from diverse backgrounds)
- Friendly, trustworthy and discreet personality with high level of risk awareness
- Highly service oriented and passionate about client servicing
- Always communicates in a friendly, competent and professional manner
- Open, approachable and displays genuine interest in people and in improving processes
- Systematic, precise and diligent working style and the ability to perform under pressure
- Personal integrity and ethical behavior
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