Assistant Relationship Manager 100% - Zurich Senior Client Executive (f,m,d)
Assistant Relationship Manager 100% - Zurich Senior Client Executive (f,m,d)
Assistant Relationship Manager 100% - Zurich Senior Client Executive (f,m,d)
Assistant Relationship Manager 100% - Zurich Senior Client Executive (f,m,d)
CH10 - BJB Bank Julius Baer & Co. Ltd.
Bankwesen
Zürich
- Art der Anstellung: Vollzeit
- 106.500 CHF – 146.000 CHF (von XING geschätzt)
- Vor Ort
- Zu den Ersten gehören
Assistant Relationship Manager 100% - Zurich Senior Client Executive (f,m,d)
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Assistant Relationship Manager 100% - Zurich Senior Client Executive (f,m,d)
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- locations
- Zurich
- time type
- Full time
- posted on
- Posted 3 Days Ago
- job requisition id
- r-16432
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. With the possibility to pursue the Associate RM Program at a further stage.YOUR CHALLENGE
- Supports RMs/TH 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/THs calendar, prepares client meetings, organizes business trips, completes the post processing of client calls, client meetings or business trips for RMs/TH
- Compiles presentations, drafts investment proposals (client reception, meetings, business trips, events etc.)
- Ensures coverage in case of own absences
- Actively helps managing risk (support first line of defence), 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 and TH
- Ensures timely clearance of pending items and escalated deficiencies
- Ensures appropriate ethical and compliant behaviour 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
- Bank apprenticeship
- At least 3 years of working experience as an Assistant Relationship Manager in a Bank or Financial Institution
- Knowledge and business proficiency in global financial markets, interest in market developments and industry trends
- Good understanding of relevant products, services as well as tools in Private Banking
- Proven track record in servicing banking clients with complex needs (on boarding of new clients, maintaining and extending current relationships)
- Several years of experience in Compliance topics and is aware of current regulations and KYC related needs
- Operate proficiently Microsoft Office for working on regular presentation preparations, spreadsheets
- Strong organizational skills
- Fluency in German and English (oral and written) is a must
- Service oriented, discreet and responsible
- Friendly, open personality, well-presented and professional appearance
- Able to work independently, well organized, swift and accurate even when under pressure
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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#BeBär - Let’s shape the future of wealth management together. Join us!
About Us
international reference in wealth management
Julius Baer is the leading Swiss wealth management group. We focus on servicing and advising sophisticated private clients from around the world, taking into account what truly matters to them – in their business and personal life, today and for future generations.
Headquartered in Zurich, we are present in around 60 locations worldwide, including Bangkok, Dubai, Dublin, Frankfurt, Geneva, Hong Kong, London, Luxembourg, Madrid, Mexico City, Milan, Monaco, Mumbai, Santiago de Chile, Shanghai, Singapore, Tel Aviv, and Tokyo.
Why join Julius Baer?
At Julius Baer our employees enjoy the benefits of a global company with the support and collegiality of a much smaller one. We are growing quickly, but we remain dedicated to maintaining our accessible structure with flat hierarchies, and approachable and supportive leaders.
With offices around the world, we offer an international and stimulating work environment and the opportunity to work with a diverse team of highly motivated colleagues, bringing the best of the bank to our clients.Our core values of Care, Passion, and Excellence define the tone of how we interact with each other and our partners.
Committed to your success
Whether nurturing young talent with our renowned apprentice scheme, enabling ambitious university graduates to put theory into practice with our Graduate Programme , or providing first-class opportunities for experienced professionals, we look after our employees. We believe in continuous learning as a company and as individuals, which is why we put a focus on the health and well-being of our employees and offer flexible working options, a wide array of benefits, and extensive career development programmes .
For more information visit www.juliusbaer.com or contact us via the Contact Form .
For recruiting agents , please see the additional information here .
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