Cross Unit Relationship Manager Booking Center
Vor 2 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.
**YOUR CHALLENGE**:
- Provide high quality support to Dubai based Relationship Managers (RMs) and their clients as Cross Unit Relationship Manager for their Zurich booked accounts.
- Execution of client instructions
- Full understanding and follow-up of the execution
- and back office processes as well as the legal & compliance procedures
- Full involvement in the entire account opening process
- Independent handling of all account related matters and to ensure the correct administration of all accounts
- Actively manage the business risks and protect the banks reputation
**YOUR PROFILE**:
- Commercial apprenticeship or similar (any additional education is favourable)
- At least 4-5 years work experience in Private Banking or Cross Unit Relationship Management
- Very good knowledge of Private Banking and Wealth Planning products
- Understands the execution and back office processes as well as the legal & compliance procedures
- Knowledge of the Emerging Markets and different cultural backgrounds
- Customer focus and good interpersonal and communication skills
- Fluent in English and German, both written and spoken (advanced level)
- High self motivation, positive and can do attitude
- Ability to set priorities and work under pressure
- Good and fast learning ability
- Team oriented personality (team player) with attention to details
- Solution oriented and willing to go the extra mile
- Exact, methodical, well structured and efficient approach as well as cross linked thinking skills
Contact: Stephanie Laesser, HR Consultant, +41 58 888 54 28
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