Relationship Manager Assistant Private Banking

Vor 5 Tagen

Zürich, Zürich, Schweiz Bank Julius Bär & Co. AG Vollzeit
About the Role

At Bank Julius Bär & Co. AG, we value the unique qualities you bring to the table, empowering you to make a meaningful impact, drive innovation, and create value beyond wealth. Let's shape the future of wealth management together.

The Assistant Relationship Manager (ARM) Private Banking plays a crucial role in supporting one or more Relationship Managers (RMs) in daily operations, administration, client care, and relationship management. This includes interacting with internal and external stakeholders, providing clients with relevant information, and supporting RMs in implementing customized solutions.

Key Responsibilities

  • Client Administration & Management
    • Support RMs in client interaction and related tasks with high-quality, precision, and timely responsiveness
    • Customize client requests (reporting, statistics, mailings, etc.)
    • Manage the RM's calendar, prepare client meetings, organize business trips, and complete post-processing of client calls, meetings, or business trips for RMs
    • Compile presentations, support in drafting investment proposals, and in marketing activities if needed (client reception, meetings, business trips, events, etc.)
    • Ensure coverage in case of own absences
  • Business Management
    • Regularly collect and exchange relevant information necessary for the job
    • Organize yourself in an efficient and compliant manner and ensure timely and appropriate information of the superior
    • Conduct reviews, plan ahead, and document your work at all times
    • Support RMs in implementing projects and initiatives
    • Provide professional input proposals for improvements based on experience, incident occurrence, or observation
    • Manage the expense claim process for RMs
  • Risk Management & Controls
    • Actively help manage risk (support first line of defense), i.e., in client documentation, by raising concerns, following up on issues, and by escalating when in doubt
    • Ensure adherence to local regulations and compliance with internal policies and standards (e.g., new account openings, payment instructions, reviewing client phone calls or signing off at your level of competence, etc.) in collaboration with the respective RMs and Team Heads
    • Ensure timely clearance of pending items and escalated deficiencies
    • Ensure appropriate ethical and compliant behavior in your area of responsibility
    • Ensure correct, meaningful, and understandable documentation of client interaction/client orders in the corresponding tool (e.g., CRM, DiAS)

Requirements

  • Personal & Social Skills
    • Team player
    • Excellent situational adaptability (able to work with RMs and clients from diverse backgrounds)
    • Friendly, trustworthy, and discreet personality with a high level of risk awareness
    • Highly service-oriented and passionate about client servicing
    • Always communicates in a friendly, competent, and professional manner
    • Open, approachable, and displays genuine interest in people and in improving processes
    • Systematic, precise, and diligent working style and the ability to perform under pressure
    • Personal integrity and ethical behavior
  • Professional Skills
    • Sound affinity with the geographic market(s) covered, i.e., familiar with the legal and regulatory environment as well as cultural awareness
    • Good understanding of relevant products and services in Private Banking
    • Basic knowledge of global financial markets and current developments in the industry
  • Education and Experience
    • Relevant educational (bank apprenticeship or equivalent) and professional background (work experience in the financial industry)
    • Good language skills (verbal and written) according to specific market requirements
    • Proven track record in servicing banking clients with complex needs (onboarding of new, maintaining, and extending current relationships)

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