Assistant Relationship Manager, Geneva, 100% (f/m/d)
Assistant Relationship Manager, Geneva, 100% (f/m/d)
Assistant Relationship Manager, Geneva, 100% (f/m/d)
Assistant Relationship Manager, Geneva, 100% (f/m/d)
CH10 - BJB Bank Julius Baer & Co. Ltd.
Bankwesen
Genf
- Art der Beschäftigung: Vollzeit
- 90.500 CHF – 131.000 CHF (von XING geschätzt)
- Vor Ort
- Zu den Ersten gehören
Assistant Relationship Manager, Geneva, 100% (f/m/d)
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Key responsibilities include order placement, managing client requests, executing payments, and arranging loans and deposits. Emphasis is placed on accuracy and timeliness, with efficient handling of queries and data provision, including timely escalation to senior team members when required.
Relationship Managers rely on the Assistant to support the promotion and servicing of electronic channels dedicated to private clients, as well as to process associated requests and enquiries.
The Assistant actively participates in ongoing communication with RMs and coordinates effectively with internal teams and external stakeholders throughout the course of client-related activities.
Assistant Relationship Manager, Geneva, 100% (f/m/d)
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- locations
- Geneva
- time type
- Full time
- posted on
- Posted Today
- job requisition id
- r-17550
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 Relationship Managers (RMs) in addressing all inquiries from our private clients regarding trading and operational matters, aiming to ensure seamless operations and prompt, accurate, and comprehensive responses.Key responsibilities include order placement, managing client requests, executing payments, and arranging loans and deposits. Emphasis is placed on accuracy and timeliness, with efficient handling of queries and data provision, including timely escalation to senior team members when required.
Relationship Managers rely on the Assistant to support the promotion and servicing of electronic channels dedicated to private clients, as well as to process associated requests and enquiries.
The Assistant actively participates in ongoing communication with RMs and coordinates effectively with internal teams and external stakeholders throughout the course of client-related activities.
YOUR CHALLENGE
Client Administration & Management
Supports the RM and team in client interaction in all respects
Responds 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 the usage and adoption of our dedicated private banking e-channels
Monitors the maturity list for deposits, loans, trades; acts 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/unit collaboration
Risk Management
Full adherence always to compliance, legal guidelines, internal rules, regulations and policies
Acts as the first line of risk defense, through raising concerns, following up on issues and escalating as necessary
YOUR PROFILE
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 private clients, plus valuation principles
Proactive, friendly, team player and solution-oriented
Impeccable presentation and communication skills incl. strong MS Office skills
Strong integrity, ethics and risk awareness combined with solid client-focused mindset
Excellent organisational skills, able to work swiftly, independently within the Assistant RM scope and accurately even when under pressure
Business fluent in English and French (oral and written) and other languages according to the market requirement
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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