Assistant Relationship Manager for the Middle East

Vor 3 Tagen

Genf, Genf, 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)/ Group Head (GH) 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/GH 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

  • Supports Relationship Managers (RMs) and Global Heads (GH) in client interactions, including system entries, document handling, file management, and ensuring high-quality, precise, and timely execution

  • Customises client requests such as reporting, statistical analyses, and mailing distributions as required

  • Manages RM/GH calendars, arranges client meetings and business travel, and handles follow-up tasks after client contacts or trips

  • Prepares presentations and assists in developing investment proposals and marketing efforts, including client events, receptions, and business trips

  • Ensures continuity of responsibilities through proper handover arrangements during periods of absence

  • Proactively gathers and shares relevant job-related information, self-organises efficiently, and keeps superiors promptly informed

  • Conducts regular work planning and review, maintains thorough documentation, and supports RMs/GH in project and initiative implementation

  • Identifies opportunities for improvement based on operational experience or observed incidents and provides constructive recommendations

  • Takes active role in risk management by monitoring client documentation, addressing issues, escalating concerns when uncertain, and clearing pending items or deficiencies promptly

  • Upholds compliance with internal policies and local regulations—including account openings, payments, call reviews—and ensures accurate, clear recording of client interactions in systems like CRM or DiAS

YOUR PROFILE

  • Demonstrates strong teamwork and interpersonal skills, with the ability to adapt effectively to diverse clients and RMs across cultural and linguistic backgrounds

  • Possesses a friendly, trustworthy, and discreet demeanour, combined with high service orientation, personal integrity, and a keen awareness of risks and ethics

  • Communicates consistently in a professional, courteous, and confident manner, building rapport while maintaining discretion and trust

  • Works systematically, precisely, and diligently, capable of delivering high-quality results under pressure and committed to continuous process improvement

  • Holds relevant education (e.g., bank apprenticeship or equivalent) and prior experience in the financial sector, with a proven record in managing complex private banking client relationships, including onboarding and retention

  • Has solid knowledge of private banking products, services, and global financial markets, along with awareness of the legal, regulatory, and cultural context of the operating region

  • Fluent in French and English (written and spoken); additional languages such as Arabic are advantageous

  • Shows initiative by contributing ideas for enhancements based on practical experience and client insights

We are looking forward to receiving your full job application through our online application tool. Further interesting job opportunities can be found on our Career site.

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