Assistant Relationship Manager

Job description / Role

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. Lets shape the future of wealth management together.

The Assistant Relationship Manager (ARM) supports one or more Relationship Managers (RMs) / Group Heads (GHs) in daily operations, administration, and client management. The ARM interacts with internal and external stakeholders, provides clients with relevant information, and supports the RM in implementing customised solutions. Furthermore, the ARM acts as a role model in bringing the best service quality to the RMs/GHs in a fast, professional, and friendly manner, thus helping the team to manage, develop, and grow its client base. They channel client feedback to the relevant individuals/departments within the bank to foster continuous improvement and fast adaptation of processes.

Your challenge

Client administration & management

• Supports RMs/GHs in client interaction and all related tasks (systems, processes, files, documents, etc.) with high quality, precision, and timely responsiveness
• Customizes client requests (reporting, statistics, mailings, etc.)
• Manages the RM/GHs calendar, prepares client meetings, organizes business trips, completes the post-processing of client calls, client meetings, or business trips for RMs/GHs
• Compiles presentations, supports in drafting investment proposals and in marketing activities if needed (client reception, meetings, business trips, events, etc.)
• Ensures coverage in case of own absences

Business management

• Regularly collects and exchanges relevant information necessary for the job
• Conducts reviews, plans, and always documents his/her work
• Supports RM/GH in implementation of projects and initiatives, in close alignment with the Group Business Manager
• Provides professional input proposals for improvements based on experience, incident occurrence, or observation
• Manages the expense claim process for RMs/GHs

Risk management & controls

• Actively helps manage risk (supports first line of defense), i.e., in client documentation, by raising concerns, following up on issues, and by escalating when in doubt
• Ensures 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 own level of competence, etc.) in collaboration with the respective RMs, GHs, and Group Business Manager
• Ensures timely clearance of pending items and escalated deficiencies
• Ensures appropriate ethical and compliant behavior in his/her area of responsibility
• Ensures correct, meaningful, and understandable documentation of client interaction/client orders in the corresponding tool (e.g., CRM, DiAS)

Your profile

Personal & social skills

• A natural team player
• Ability to relate to colleagues from diverse backgrounds
• Open, approachable, and displays genuine interest in people and in improving processes
• Always communicates in a competent and professional manner
• Highly service oriented and passionate about client servicing
• Systematic, precise, and diligent working style and the ability to perform under pressure
• Personal integrity and ethical behavior

Professional & technical skills

• Appropriate understanding of relevant products and services in private banking
• Basic knowledge of global financial markets and current developments in the industry
• Sound affinity with the geographic market(s) covered, i.e., familiar with the legal and regulatory environment as well as cultural awareness

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)

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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