Assistant Relationship Manager
vor 6 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 supports the Team and the Relationship Managers (RM) with all Intermediaries and end-client requests on trading and operational aspects with the objective to ensure seamless operations with fast and accurate response to Intermediaries. Responsibilities include orders placement, handling of client requests, payments execution and placement of loans and deposits. The RM relies on the Assistant to promote and service the e-channels dedicated to the Intermediaries and to process the related requests and enquiries.
The Assistant is involved in the on-going information exchange with RM and the enlarged team the course of business with the clients.
**YOUR CHALLENGE**:
- Support of the RM and team on clients’ requests
- Orders placement (outside e-channels) and handling of clients’ requests on order execution
- Promotion and servicing of dedicated Intermediaries e-channels
- Trouble shooting and close bank-internal cross-teams/divisions collaboration
**YOUR PROFILE**:
- Relevant educational (bank apprenticeship or equivalent) and professional background in the financial industry or within an EAM
- 3+ years of work experience as Assistant Relationship Manager or in a similar role
- 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)
- Very good MS Office skills
Your HR contact: O. Aebersold, Senior Talent Acquisition Specialist
-
Assistant 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 Assistant Relationship Manager (ARM) Private Banking supports one or more Relationship Manager(s) (RM)/ Team Head(s)...
-
Assistant Relationship Manager
Vor 3 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 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 Assistant Relationship Manager (ARM) Private Banking supports one or more Relationship Manager(s) (RM)/ Team Head(s)...
-
Assistant Relationship Manager Private Banking
Vor 6 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** -...
-
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)...
-
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 Manager, 70 Bis 100%
vor 1 Woche
Zurich, Schweiz Yakoubi Associates VollzeitFür ein Multi Family Office in Zürich, suchen wir auf denn nächstmöglichen Zeitpunkt eine/-n Assistant Relationship Manager. Aufgaben - Administrative und organisatorische Leitung des Teams - Koordination, Organisation, Vor - und Nachbearbeitung von Kundenbesuchen. - Verantwortlich für die Organisation und Administrierung von Kundenbeziehungen -...
-
Assistant Relationship Manager, 100%
Vor 7 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 Cee, 80
Vor 5 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 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...
-
Junior / Associate Relationship Manager
Vor 3 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...
-
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**: - Unterstützung der Kundenberater in sämtlichen Belangen der Beratung und Betreuung von externen...
-
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) is mainly responsible for servicing the clients (Employees of the Bank) in the...
-
Assistant Relationship Manager
Vor 7 Tagen
Zurich, Schweiz Agius & Partners VollzeitAgius & Partners is exclusively hiring 2 Assistant Relationship Managers in Zurich for one of Europe’s largest and most prestigious asset management groups. This company is a leader in the industry and offers a competitive salary package, remote work, and a highly dynamic atmosphere. **RESPONSIBILI**TIES / TASKS** Opening and closing of...
-
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...
-
Relationship Manager
Vor 5 Tagen
Zurich, Schweiz Aston Carter VollzeitAston Carter Zurich, SwitzerlandPosted 16 hours ago Permanent Not Specified - Looking for a hunter to come in with a book of experience to help bring on new clients or business opportunities. You’ll be generating leads, initiating new relationships, and expanding the client base. Their main objective is to identify and pursue...
-
Assistant Relationship Manager Latam Desk, 80
vor 1 Woche
Zurich, Schweiz Yakoubi Associates VollzeitOn behalf of a well-known Swiss private bank, we are looking for an experienced Assistant to provide high-quality support to one Relationship Manager and his clients from Latin America. Tasks - Assist Relationship Managers in the day-to-day work servicing clients and handling administrative issues - Execution of client instructions - Full understanding and...
-
Assistant Relationship Management
Vor 2 Tagen
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...
-
Assistant Relationship Manager Dlt
vor 6 Stunden
Zurich, Schweiz Sygnum Vollzeit**About You** Are you a people person? Do you have a strong interest in relationship management and business development? Do you want to work daily with the leading digital asset companies in the industry and understand how these projects operate internally to transform the future of finance? We’re looking for an Assistant Relationship Manager with...
-
Relationship Manager, Yachting and Aviation
vor 6 Stunden
Zurich, Schweiz AP Executive VollzeitNew - Location: Zurich - Salary: Market related per month - Job Type:Permanent Posted about 5 hours ago Relationship Manager, Yachting and Aviation - Zurich An exciting opportunity with one of the largest independent wealth management and trust companies in the world. With over 100 years of history, on their behalf we are currently looking for experienced...