Assistant Relationship Manager Intermediaries

vor 3 Wochen

Zurich, Schweiz Julius Baer 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 Assistant supports the Relationship Manager (RM) with all EAM, EFA and end-client related administrative tasks. Responsibilities include handling the Relationship Opening Process as well as maintaining contracts and documentation in the respective systems.

The Assistant provides prompt and complete assistance, tracks dossiers and follows up documentation. The RM relies on the Assistant to process various requests and enquiries, e.g. Portfolio Reporting, Legal & Compliance, Tax, Structures, Credits, etc.

The Assistant is involved in the on-going information exchange with RM & Dedicated Business Developer regarding the course of business. In addition, the Assistant helps to organize and prepare acquisition & regular meetings, business events and trips. Within the Team, the Assistant organizes Team meetings and helps the RM & Team Leader to coordinate matters and follow up on action points.

**YOUR CHALLENGE**:

- Administrative support of the RM and Team Leader
- Opening & closing of EAM / EFA relationships and technical relationship maintenance
- Opening & closing of end-client accounts
- Maintenance of various Market-related materials incl. Pitch Books etc. for acquisition purposes
- Trouble shooting and close bank-internal cross-teams/divisions collaboration
- Relationship management & retention incl. processing various EAM / EFA requests and enquiries (Legal, Tax, Structures, Credits, etc.)

**YOUR PROFILE**:

- Minimum 3-5 years’ experience as Assistant Relationship Manager or in a similar role
- Previous professional experience in the banking industry or within an EAM
- Excellent organizational skills and good capacity to cope with stress
- Proactive, friendly and customer oriented attitude
- Team player with refined communication skills
- Fluency in English (oral and writing) and Mandarin required
- Very good MS Office skills
- Valid Swiss Work Permit is a key requirement

Your Contact: Alexandra Hofer

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