Assistant Relationship Manager Intermediaries

vor 2 Wochen

Genf, Genf, 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 supports the Team and the Relationship Managers (RMs) with all Intermediaries and end-client requests on trading and operational aspects - with the objective to ensure seamless operations and fast, competent and complete responses. Responsibilities include order placement, handling of client requests, payment execution and placement of loans and deposits. Accuracy and timeliness are paramount, with effective handling of enquiries and data provision, plus escalation to senior colleagues where necessary.
The RM relies on the Assistant to help promote and service the e-channels dedicated to the Intermediaries and to process the related requests and enquiries.

The Assistant is involved in the ongoing information exchange with RMs, plus both internal and external stakeholders in course of business with the clients.
As such, they are a role model for professional, competent and high-quality client care and the foundation of our successful Front teams.

YOUR CHALLENGE

Client Administration and Management

Supports the RM and team in client interaction in all respects Attends to incoming calls and takes prompt action Maintains and updates records of client instructions, details, and preferences. Creates system-based reports for the RM Provides clients with verbal and/or written information and data, giving neither advice nor any statement of opinion as value judgement Processes orders, trades, transactions, payments placement (outside e-channels) and handles and executes clients' requests Helps to promote and service dedicated Intermediaries e-channels Monitors the maturity list for deposits, loans, trades; takes action where instruction is standard, seeks instructions (from RM or client) if necessary and required

Business Management

Organises and follows up client meetings, including logistics and document preparation Supports the RM in investigations and troubleshooting, maintaining close bank-internal cross-team/division collaboration

Risk Management and Controls

Full adherence at all times to compliance, legal guidelines, internal rules, regulations and policies Is a first line of risk defence, through raising concerns, following up on issues and escalating as necessary

YOUR PROFILE

Education and Experience

Relevant educational (bank apprenticeship or equivalent) and professional background in the financial industry or within an EAM Ideally 3+ years of work experience as Assistant Relationship Manager or in a similar role

Professional Skills

Foundational knowledge of financial markets: structure, function and legal/regulatory environment as well as industry awareness Basic understanding of relevant products and services applicable to EAM clients, plus valuation principles Strong fluency in French and English (oral and written) and other languages is a plus Very good MS Office skills

Personal and Social Skills

Excellent organisational skills, able to work swiftly, independently within the Assistant RM scope and accurately even when under pressure Proactive, friendly and solution- as well as customer-oriented attitude Strong team player with excellent communication skills Professional appearance and impactful High personal integrity and risk awareness/ethical mindset

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

  • Relationship Manager

    Vor 7 Tagen

    Genf, Genf, Schweiz Michael Page International (Switzerland) SA Vollzeit

    For an external asset managerGeneva city -center - Full flexibility About Our ClientFor our client, an asset management firm with a team of highly skilled professionals, we are seeking an experienced Relationship Manager to build and maintain strategic relationships with investors and partners in Greece. Job DescriptionAs the Relationship Manager for the...

  • Reservation Manager

    vor 4 Wochen

    Genf, Genf, Schweiz Hotel d'Angleterre (On the shore of Lake Geneva) 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 trading...

  • Relationship Manager LEVANT

    vor 2 Wochen

    Genf, Genf, Schweiz Lotus Partners Vollzeit

    Relationship Manager LEVANT - Book of clients to inherit and developOur client is a private bank offering a wide range of services including private banking, asset management, and corporate banking. It is known for providing tailored solutions to clients, with a strong focus on international wealth management. The bank maintains a solid reputation for...

  • Customer Relationship Manager

    Vor 4 Tagen

    Genf, Genf, Schweiz International Paper Vollzeit

    About the RoleThe Customer Relationship Manager is responsible for partnering with Sales & Marketing, Supply Chain, and third-party vendors to develop and execute customer-specific account plans. This includes order entry and allocation management, shipment organization, and maintaining strong working relationships with customers.

  • Client Relationship Manager

    Vor 6 Tagen

    Genf, Genf, Schweiz DIGITAL LUXURY GROUP, DLG SA Vollzeit

    We are seeking an experienced Client Relationship Manager to join our team at DIGITAL LUXURY GROUP, DLG SA. In this role, you will be responsible for leading the client relationship across international strategic accounts, ensuring high levels of satisfaction and deliverables quality.You will oversee strategic conversations, presentations, planning, and...

  • Senior Relationship Manager

    vor 3 Wochen

    Genf, Genf, Schweiz SYZ Group Vollzeit

    Senior Relationship Manager - UK ClientsIf 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...

  • Senior Relationship Manager

    Vor 7 Tagen

    Genf, Genf, Schweiz SYZ SA Vollzeit

    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 dedication, you can expect a...

  • Client Relationship Manager

    Vor 7 Tagen

    Genf, Genf, Schweiz Michael Page International (Switzerland) SA Vollzeit

    Job Description:We are seeking an experienced Client Relationship Manager to join our team in Geneva. As a key member of our private banking department, you will be responsible for building and maintaining relationships with high-value clients, including corporations, family offices, and institutional clients.Your primary objective will be to develop...

  • Client Relationship Manager

    vor 2 Wochen

    Genf, Genf, Schweiz Pictet Vollzeit

    Your team Pictet Asset Services (PAS) provides custody, fund services and trading solutions for external asset managers, fund managers and institutional clients. We manage every aspect of the asset servicing value chain and our range of bespoke solutions include value-adding analytics, trading strategy support and digital front-end interfaces designed...

  • Senior Relationship Manager Opportunity

    vor 2 Wochen

    Genf, Genf, Schweiz Agius & Partners Vollzeit

    Agius & Partners is seeking a seasoned Senior Relationship Manager to join our team.About the Position:The successful candidate will have a minimum of 5-10 years of experience working with high net worth clients in Switzerland, and will be responsible for onboarding and managing UHNW clients from their target market. They will also be expected to leverage...

  • Client Relationship Manager

    Vor 2 Tagen

    Genf, Genf, Schweiz Accuro Vollzeit

    A new and exciting opportunity has emerged in the private wealth industry. Our ideal candidate will be an enthusiastic and committed member of a team focused on delivering high-quality service to trust and fiduciary clients.Accuro is an independent, award-winning, and progressive trust and private office business, striving to be the best in the world and for...

  • Senior Relationship Manager

    vor 4 Wochen

    Genf, Genf, Schweiz LGT – Private Banking und Asset Management Vollzeit

    LGT is the world's largest family-owned and managed Private Banking and Asset Management Group. For more than 100 years it has been fully owned and managed by the Princely House of Liechtenstein, which is also one of our biggest clients.With around 600 employees, LGT Bank Switzerland has established itself as a renowned Swiss private bank and is an excellent...

  • Relationship Manager

    vor 2 Wochen

    Genf, Genf, Schweiz Accuro Vollzeit

    A new and exciting opportunity in our Geneva Office.Our ideal candidate will be an enthusiastic and committed member of a team focused on delivering high quality service to trust and fiduciary clients in the private wealth industry.Our Business:Accuro is an independent, award-winning, and progressive trust and private office business, striving to be the best...

  • Jewellery Assistant Manager

    vor 4 Wochen

    Genf, Genf, Schweiz MSC Cruises SA Vollzeit

    JOB NUMBER: JB00540VACANCY NUMBER: ADV05882SHARE: [...]ORGANIZATION: MSC Malta Seafarers Co. Ltd (on board job)BUSINESS AREA: HotelLINE MANAGER: Shop ManagerThe Jewelry Assistant Manager will provide leadership for the luxury retail shops to promote and model our high-end product as well our high quality retailing standards, continuously driving maximum...

  • Client Relationship Manager

    vor 1 Woche

    Genf, Genf, Schweiz Engineering Management Selection Vollzeit

    As a Client Program Specialist with Engineering Management Selection, you will be responsible for managing customer relationships and providing technical support. This is an excellent opportunity to work with a talented team and contribute to the success of our company.Key Responsibilities:Manage customer contracts and ensure timely delivery of...

  • Senior Client Relationship Manager

    vor 1 Woche

    Genf, Genf, Schweiz LGT – Private Banking und Asset Management Vollzeit

    LGT – Private Banking und Asset Management is the world's largest family-owned and managed Private Banking and Asset Management Group, fully owned and managed by the Princely House of Liechtenstein.We have around 600 employees in Switzerland, establishing us as a renowned Swiss private bank and excellent address for both wealthy private clients and...

  • Client Relationship Manager

    vor 4 Wochen

    Genf, Genf, Schweiz Vacheron Constantin Vollzeit

    CONTEXTAs a Client Relationship Manager, your mission will be to support the Maison business strategy through outstanding achievements both in terms of client portfolio development & sales, acting as a Brand Ambassador in and outside the boutique.HOW WILL YOU MAKE AN IMPACT?Develop Client RelationshipDevelop local VIC/VVIC client's network cultivating strong...

  • Relationship Manager Global Assets

    vor 1 Woche

    Genf, Genf, Schweiz Lombard Odier Group Vollzeit

    Relationship Manager Global Assets (Custody/ Asset Servicing) - GenevaRelationship Manager Global Assets (Custody/ Asset Servicing) - GenevaApply locations Geneva time type Full time posted on Posted 27 Days Ago job requisition id R0005704A career at Lombard Odier means working for a renowned global wealth and asset manager, with a strong focus on...

  • Executive Relationship Manager

    vor 2 Wochen

    Genf, Genf, Schweiz DES Capital Vollzeit

    About the OpportunityWe are seeking a seasoned Executive Relationship Manager to join our esteemed team at DES Capital. As a key member, you will be responsible for building and maintaining high-quality relationships with (U)HNWIs, delivering tailored solutions that meet their evolving needs.Key ResponsibilitiesDevelop and execute strategic plans to acquire...

  • Global Client Relationship Specialist

    Vor 4 Tagen

    Genf, Genf, Schweiz Deutsche Bank Vollzeit

    Job Overview">The Deutsche Bank Group seeks a highly skilled and organized individual to join our team as a Global Client Relationship Specialist. As the primary point of contact for relationship managers and clients, this role will provide essential support in day-to-day business activities. The successful candidate will have excellent communication skills,...