Assistant Relationship Manager

Vor 6 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 year 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

Annie Faye Humair

Human Resources

+41 (0)58 885 30 76

  • Assistant Relationship Manager

    vor 1 Tag

    Geneve, Schweiz Agius & Partners Vollzeit

    Assistant Relationship Manager - GENEVA Agius & Partners is hiring! Our client is a prestigious, human-sized Swiss Private Bank and searching for an Assistant Relationship Manager to join their Geneva team If you are a match and would like to join a top private banking marketing team, feel free to apply. **Key Responsibilities / Tasks**: - Assist...

  • Assistant Relationship Manager

    vor 7 Monaten

    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...

  • Assistant Relationship Manager

    vor 1 Woche

    Geneve, Schweiz Academic Work Vollzeit

    **About the role**: For our client, a private bank based in Geneva, we are looking for a young graduated in Finance/Economics. Indeed, you will join a team as Assistant to Relationship Manager. This is a great opportunity to develop your career in an international company and to acquire strong skills ! You will join an international and dynamic team...

  • Assistant Relationship Manager Intermediaries

    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. Responsible for the accurate and timely processing of client instructions, as well as the efficient handling of client...

  • Assistant Relationship Manager

    vor 2 Wochen

    Geneve, Schweiz Brodard Executive Search Vollzeit

    Description du poste For our client, a bank in Geneva, we are looking for an Assistant Relationship Manager (CDD 6 months). **Your Responsibilities - A ssist the relationship manager(s) in opening new relationships and serving clients, in compliance with the Bank’s internal regulations and guidelines. - Relations with private clients and marketing (in...

  • Junior Relationship Manager

    vor 7 Monaten

    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...

  • Assistant Relationship Manager Intermediairies

    vor 7 Monaten

    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 Team and the Relationship Managers (RMs) with all Intermediaries and end-client requests on...

  • Assistant Relationship Manager- Middle

    vor 7 Monaten

    Geneve, Schweiz SYZ GROUP Vollzeit

    **Maternity cover ( 6 months )** If you are passionate about meeting client needs, want to challenge the status quo and be part of an innovative environment and future, the Syz Group can bring you what you are looking for. Working at Syz takes a blend of collaboration, entrepreneurial spirit and willingness to pull together. In return for your talent and...

  • Assistant Relationship Manager

    vor 1 Tag

    Geneve, Schweiz Banque Heritage Vollzeit

    Our Private Banking division focuses on providing services and advice to a sophisticated clientele of individuals, entrepreneurs, managers, External Asset 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...

  • Assistant Relationship Manager

    vor 7 Monaten

    Geneve, Schweiz SYZ GROUP Vollzeit

    **Purpose of the role**: Support a Relationship Manager and become his trusted client service officer, supporting We are looking for a person that has a particular interest and good understanding of investment products, that is eager to learn and contribute to the team’s success, and that possesses all the key competencies to evolve as a Junior...

  • Assistant Relationship Manager

    vor 5 Stunden

    Geneve, Schweiz SYZ GROUP Vollzeit

    Part of a team of 6 people, this role is a support function for 2 to 3 Relationship Managers and will act as their right hand. Perform all the administrative tasks related to client files and provide administrative, organizational and communication support to the Relationship Managers in their daily tasks. We are looking for a person who is eager to...

  • Relationship Manager

    vor 5 Stunden

    Geneve, Schweiz Mirabaud Vollzeit

    **Mirabaud is an international** **banking group** that provides a clientele of private and institutional investors, companies and finance professionals with highly customised investment, private banking and asset management services. Headquartered in Geneva, Mirabaud has evolved steadily over the years and now employs over 700 staff who, through their...

  • Assistant Relationship Manager

    vor 6 Monaten

    Geneve, Schweiz Finders SA Vollzeit

    **Client**: A bank that Finders work with regularly and know very well. One of the leading employers in Geneva and award-winning. A human size and a warm, collegial, supportive environment with like-minded people. They offer bespoke private banking services to their HNW and UHNW client base. A global bank with a long-standing, serious, quality reputation in...

  • Relationship Manager

    vor 7 Monaten

    Geneve, Schweiz OPTIMA PARTNERS Vollzeit

    **RELATIONSHIP MANAGER - Nordics** For our client, a human sized Zurich based private bank, we are currently looking for a Relationship Manager to cover the Nordic markets. The Relationship Manager will be working within the bank’s Wealth Management department. We are looking for a person who is eager to develop herself as a Relationship Manager and to...

  • Junior Relationship Manager

    Vor 3 Tagen

    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...

  • Relationship Manager

    vor 7 Monaten

    Geneve, Schweiz OPTIMA PARTNERS Vollzeit

    **Relationship Manager - EAM** On behalf of a Swiss private bank in Zurich, we are looking for a Relationship Manager - External Asset Managers (EAMs) to join an evolving team. **Your responsibilities**: - Develop a book of EAM and onboard new EAM - Dealing with demanding Independent Managers and Multi Family Offices in German-speaking Switzerland (and...

  • Relationship Manager Assistant

    vor 7 Monaten

    Geneve, Schweiz Schroders Vollzeit

    Schroders plc, dont le siège est à Londres, emploie plus de 6100 employés talentueux dans le monde entier et opère dans 38 sites différents en Europe, en Amérique, en Asie, au Moyen-Orient et en Afrique, à proximité des marchés dans lesquels nous investissons et proche de nos clients. Schroders a évolué avec une valeur stable pendant plus de 200...

  • Associate Relationship Manager

    vor 7 Monaten

    Geneve, Schweiz OPTIMA PARTNERS Vollzeit

    **ASSOCIATE RELATIONSHIP MANAGER - Swiss German** For our client, a human sized Zurich based private bank, we are currently looking for a Relationship Manager. The Relationship Manager will be working within the bank’s Wealth Management department. We are looking for a person who is eager to develop herself as a Relationship Manager and to contribute to...

  • Head of Client Relationship Management

    vor 7 Monaten

    Geneve, Schweiz OPTIMA PARTNERS Vollzeit

    **Head of Client Relationship Management** For our client, a Geneva based bank active in Wealth Management, we are currently looking for a Head Client Relationship Management. In this role, your main objectives are to lead and motivate a team of Relationship Managers and Assistant Relationship Managers. You act as a role model and ambassador for the Bank....

  • Relationship Manager

    vor 1 Woche

    Geneve, Schweiz Fyte Vollzeit

    Our client, a Family Office based in Geneva, is looking to expand its business. They are ready to welcome a private Banker or an Independent Wealth Manager. There is also the possibility to host a small team. **Missions**: Successfully transfer a minimum of 50M (CHF) book of HNWI , Develop and grow the book of clients , Be responsible for the preparation...