Assistant Relationship Manager Key Clients 100%
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.
**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
- Execute security orders in all asset classes
- Perform risk checks and implement risk related measures
- 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
- Ensure always adherence to compliance, legal guidelines, internal rules, regulations & policies etc.
**YOUR PROFILE**:
- 3 - 5 years of experience as a self-motivated and flexible Assistant to a Relationship Manager
- Knowledge in and understanding of investment products
- Operate proficiently Microsoft Office for working on regular presentation preparations, spreadsheets
- Strong organizational skills
- Fluency in English and German (spoken and written), Russian beneficial
- Able to work independently, well organized, swift and accurate even when under pressure
- 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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