Assistant Relationship Manager Global Custody 50%
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.
As a specific provider of custodian bank services and solutions in Switzerland, the Global Custody unit enjoys an excellent reputation in its defined area of expertise and covers the entire spectrum of asset servicing. This includes Global Custody & Depositary Bank Services and the resulting value-added services. With the profound product market expertise, the Global Custody unit can act to individual and specific client needs.
Our client base includes Institutional Clients, Single-Family Offices, Fund Management & Investment Companies as well as Ultra-High-Net-Worth-Individuals with institutional needs.
**YOUR CHALLENGE**:Client administration and management:
- Supports Relationship Managers and Team Head of client interaction and all related tasks and corresponding administration & documentation
- Customizes client requests
- Compiles presentations, supports in drafting client solutions and in marketing activities if needed (client reception, meetings, events)
- Ensures coverage in case of own absences
Business Management:
- Regularly collects and exchanges relevant information necessary for the job
- Organizes himself/herself in an efficient and compliant manner and ensures timely and appropriate information of the superior
- Conducts reviews, plans ahead and documents his/her work at all times
- Supports Relationship Managers and the Team Head in implementation of their initiatives
- Provides professional input proposals for improvements based on experience, incident occurrence or observation
Other responsibilities:
- Risk Management & Controls
- Ensures timely clearance of pending items and escalated deficiencies
- Ensures correct, meaningful and understandable documentation of client interaction/client orders in the corresponding tools
**YOUR PROFILE**:Education and experience
- Relevant educational and professional background (bank apprenticeship or equivalent, work experience in the financial industry)
- Good language skills according to specific market requirements
- Proven track record in servicing banking clients with complex needs
Professional skills
- Sound affinity with Global Custody client segments and familiar with the legal and regulatory environment as well as cultural awareness
- Good understanding of asset servicing
- Basic knowledge of global financial markets and current developments in the industry
Personal & social skills
- Team Player
- Excellent situational adaptability
- Friendly, trustworthy and discreet personality with high level of risk awareness
- Highly service oriented and passionate about client servicing
- Systematic, precise and diligent working style and the ability to perform under pressure
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