Assistant Relationship Manager Middle East 100%

Vor 2 Tagen


Geneve, 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 Relationship Manager (ARM) Private Banking supports one or more Relationship Manager(s) (RM)/ Team Head(s) (TH) in daily operations, administration, client care and relationship management. The ARM interacts with internal as well as external stakeholders, provides clients with relevant information and supports the RM in implementing customized solutions. Furthermore, the ARM acts as role model in bringing the best service quality to the RMs/TH in a fast, professional and friendly manner, always living the Julius Baer values (Care, Passion and Excellence) and thus helping the team to manage and grow its current client base. He/she channels client feedback to the relevant individuals/departments within the Bank to foster continuous improvement and fast adaptation of processes. This position is the backbone of Client Relationship Management.

**YOUR CHALLENGE**:

- Actively support managers in managing their portfolio of clients
- Carry out various administrative tasks (preparation of correspondence, expense reports, management of telephone calls and agendas, updating of databases and filing, maintaining the schedule, reminding the manager of tasks to be carried out, regularization of deficiencies, etc.)
- Prepare, update and follow up on account opening and closing documentation
- Ensure the transmission, entry and follow-up of client orders (stock exchange, foreign exchange, fiduciary deposits, loans, guarantees, fund transfers, credit limit set-ups, etc.)
- Ensure the daily follow-up of the balance position and the movements of the customer accounts
- Assist in preparing clients KYC and related updates
- Ensure logístical preparation of trips (hotel/restaurant reservations, list of clients to be visited, making appointments, reminding of missing documents, preparing documents, liaising with managers in case of emergency, etc.)
- Maintain regular and personalized contacts with clients, either by telephone or during visits
- Participate in various tasks inherent to the life of the team such as preparing and sending mail, ordering materials, etc

**YOUR PROFILE**:

- Swiss or B or C permit
- Minimum 5 years of similar experience in a Swiss bank or with an independent manager in Switzerland
- Excellent language skills in English required (written and Oral)
- Excellent knowledge of banking (products and financial markets)
- Outstanding sense of organization and priorities, speed and flexibility
- Excellent Customer service orientation
- Ability to work in a team
- Autonomy and ability to take initiatives
- Comfortable with MS Word, Excel and Power Point environment and financial flow tools


  • Account Manager

    Vor 3 Tagen


    Geneve, Schweiz Bank Vontobel Vollzeit

    Account Manager & Investment Advisor - Middle East (Temporary) At Vontobel, we actively shape the future. We create and pursue opportunities with determination. We master what we do - and we only do what we master. This is how we get our clients ahead. We are a globally active investment firm with Swiss roots, specialized in wealth management, active asset...

  • Banquier Privé

    Vor 3 Tagen


    Geneve, Schweiz LHH Vollzeit

    Pour une internationale et dynamique banque à Genève, nous recrutons un banquier privée (H/F) pour développer leur marché Middle-East. - Développement d'un un portefeuille client ; - Acquisition de nouveaux clients pour le marché Middle-East ; - Conseil et accompagnement pour leurs différents besoins. - Expérience similaire dans une structure...

  • Relationship Manager

    vor 1 Woche


    Geneve, Schweiz CHF CAPITAL SA Vollzeit

    **Relationship Manager - Moyen-Orient** CHF Capital SA offre des services de gestion de placements à des particuliers principalement basés au Moyen-Orient. En conséquence, l'entreprise devra avoir la capacité de recruter des personnes qui combinent à la fois une compréhension approfondie des marchés financiers et un solide réseau de relations dans...

  • Account Manager

    vor 18 Stunden


    Geneve, 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 Account Manager PB (AM PB) reaches out to clients in close collaboration with the Relationship Manager (RM) and Team...


  • Geneve, Schweiz Albedis Vollzeit

    **INTRODUCTION**: FOR OUR CLIENT, A LEADING PRIVATE BANK, WE ARE SEEKING AN **ASSISTANT RELATIONSHIP MANAGER - WEALTH MANAGEMENT** POSITION BASED IN **GENEVA** **ASSIGNMENT DESCRIPTION**: - Execute **clients' instructions** accurately and timely, including transfers, trades, information requests, etc - Assist with **account opening **and KYC review for...


  • Geneve, 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 Relationship Manager (ARM) Private Banking supports one or more Relationship Manager(s) (RM)/ Team Head(s)...


  • Geneve, 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 Managers (RMs) with all EAM, EFA and end-client related administrative tasks....


  • Geneve, Schweiz SYZ GROUP Vollzeit

    Support function for the Relationship Manager and become his right hand. Perform all the administrative tasks related to client files and provide administrative, organizational and communication support to the Relationship Manager in his daily tasks. We are looking for a person who is eager to learn and to contribute to the team’s success and who possesses...


  • Geneve, Schweiz Finders SA Vollzeit

    **Client**: Human-sized, traditional Swiss private bank of long-standing repute who offer bespoke private banking services to HNWIs and UHNWIs of different generations. They specialise in primarily Swiss-resident private clients, as well as European clients. A family-run bank, able to trace its history over hundreds of years with strong human values as well...


  • Geneve, Schweiz JPMorgan Chase & Co Vollzeit

    **JOB DESCRIPTION** For those with an entrepreneurial spirit, a tenacity to succeed and a passion for delivering world class service to our clients, this role is an exciting opportunity to further build your career. We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class...


  • Geneve, Schweiz World Economic Forum LLC Vollzeit

    The World Economic Forum, committed to improving the state of the world, is the international organization for public-private cooperation. The Forum engages the foremost political, business and other leaders of society to shape global, regional and industry agendas. Why we are recruiting As part of the Centre for Regional and Geopolitical Affairs, the...


  • Geneve, 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 Relationship Manager (ARM) Private Banking supports one or more Relationship Manager(s) (RM)/ Team Head(s)...


  • Geneve, Schweiz World Economic Forum LLC Vollzeit

    The World Economic Forum, committed to improving the state of the world, is the international organization for public-private cooperation. The Forum engages the foremost political, business and other leaders of society to shape global, regional and industry agendas. Why we are recruiting As part of the Centre for Regional and Geopolitical Affairs, the...


  • Geneve, Schweiz Banque Heritage Vollzeit

    Our Private Banking division focuses on providing services and advice to a sophisticated clientele of individuals, entrepreneurs, managers and family offices in Switzerland, Europe and emerging markets. Through its various services units it offers expertise in wealth management, financial intermediation, personalized financial advice. Combining the...


  • Geneve, Schweiz Bank Vontobel Vollzeit

    Bank Vontobel Geneva, SwitzerlandPosted 1 day ago Permanent Competitive - Assistant Relationship Management Geneva (80-100%) - At Vontobel, we actively shape the future. We create and pursue investment opportunities with determination. We master what we do - and we only do what we master. This is how we get our clients ahead. As a global financial services...


  • Geneve, Schweiz BCP – BANQUE DE COMMERCE ET DE PLACEMENTS Vollzeit

    Established in 1963 as a Swiss bank, bcp.bank segments its activities into two well-established core businesses: Commodity _ - Trade Finance and Wealth Management. These are reinforced by our expert Treasury services. bcp.bank enjoys a solid _ - reputation as a high-quality service provider in all of its banking fields. Founded under Swiss Banking Law and...


  • Geneve, Schweiz Lombard Odier & Cie Vollzeit

    A career at the Lombard Odier Group is something to be proud of. Our mission is to protect and grow our clients’ wealth - but not by any means necessary. Sustainability is at the heart of everything we do and we treat our clients’ wealth as if it were our own. We protect our clients’ assets for the long-term using expertise and innovation, all...

  • Account Manager

    vor 1 Woche


    Geneve, 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 Account Manager PB (AM PB) reaches out to clients in close collaboration with the Relationship Manager (RM) and Team...

  • Restaurant Manager

    vor 18 Stunden


    Geneve, Schweiz IHG Vollzeit

    **About us** At **Crowne Plaza® Hotels & Resorts**, we embrace the new world of business and understand that modern business travellers want a hotel (and a hotel team) that understands and supports them, helping at every turn. Crowne Plaza Geneva is always looking for people who consistently excel in their role and are committed to providing an exceptional...

  • Relationship Manager

    vor 1 Woche


    Geneve, 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 Relationship Manager is the primary point of contact between the client and the Bank. He/she acts externally as an...