Assistant Relationship Manager 100%

Vor 2 Tagen

Zürich, Schweiz CH10 - BJB Bank Julius Baer & Co. Ltd. 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

Assist Relationship Managers in the day-to-day work servicing clients and handling administrative tasks

Attend incoming calls and ensure prompt action is taken

Handle the account opening documentation for new clients as well as account modifications to existing clients

Ensure efficient and prompt handling of orders, trades, transactions, payments etc.

Monitor maturity lists for deposits, loans, trades

Actively ensure that operational account management is undertaken professionally, with all tasks/system alerts cleared directly where possible; Experience in cash management tasks

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

Actively maintain key client data in liaison with the RM to ensure internal systems are up-to-date

Compile KYC dossier and perform risk management tasks

Liaise with other RM-Teams, Compliance, Risk Management, IC-Sales, Treasury & Trading, Operations & IT

Ensure operational coverage and client interaction during absences

Create and provide clients with customized information, and reports

Ensure adherence to compliance, internal rules and guidelines, regulations & policies

YOUR PROFILE

Commercial apprenticeship and job-related higher degree (e.g. Bachelor, CFA/AZEK/CAIA)

At least 2 years of work experience in Private Banking in a similar position

Operate proficiently MS Office (MS Word, MS Excel, MS PowerPoint)

Strong organizational skills

Fluency in English and Portuguese, German would be an asset (oral and written)

Service oriented, discreet and responsible

Solution oriented

Friendly, open personality, well-presented and professional appearance

We are looking forward to receiving your full job application through our online application tool.

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