Assistant Relationship Manager 70% - 80% (fixed-term Maternity coverage for 9 months)
Assistant Relationship Manager 70% - 80% (fixed-term Maternity coverage for 9 months)
Julius Bär
Bankwesen
- Zürich
- Vollzeit
Assistant Relationship Manager 70% - 80% (fixed-term Maternity coverage for 9 months)
Über diesen Job
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 for our Market Switzerland / Team Zurich supports one or more Relationship Manager(s) (RM) 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 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
- Assist Relationship Managers and members of the team in the day-to-day work servicing clients and handling administrative tasks
- Support the Relationship Managers in all KYC-related matters
- Prepare client meetings (documents required for the meeting) and manage client instructions in the absence of the Relationship Managers
- Attend incoming calls and ensure that always a prompt action is taken
- Prepare, update and follow up on account opening and closing documentation
- Actively ensure that operational account management is undertaken professionally, with all tasks/system alerts cleared directly where possible or via Relationship Manager if investment-related advice is needed
- Ensure efficient and prompt handling of orders, trades, transactions, payments etc.
- Monitor the maturity list for deposits, loans, trades; take action where instruction is standard, seek instructions (from Relationship Manager or client) if necessary and required
- Maintain and update records of client instructions, client details and preferences
- Provide clients and Relationship Manager with information and data in verbal and/or written form as needed/requested
- Plan and assist the Relationship Managers in their travel arrangements (chase up missing documents, prepare documents)
- Liaise with other departments, Treasury, Trading, Operations, Investment Services, Compliance, Front Risk Management, IT, etc.
- Ensure adherence to compliance, legal guidelines, internal rules, regulations & policies etc.
YOUR PROFILE
- Bank apprenticeship or equivalent education (Banking background)
- 1 - 3 years of working experience in a similar position in the banking industry
- Able to work independently, well organized, swift and accurate even when under pressure
- Friendly, open personality, well-presented and professional appearance, coupled with ability to work in a team
- Service oriented, discreet and responsible
- Fluency in German and English is a must(oral and written)
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 .
Is this not quite what you are looking for? Set up a job alert by creating a candidate account here.
The 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 .
Bewertung von Mitarbeitenden
Gesamtbewertung
Basierend auf 22 BewertungenVorteile für Mitarbeitende
Unternehmenskultur
Unternehmenskultur
22 Mitarbeitende haben abgestimmt: Sie bewerten die Unternehmenskultur bei Julius Bär als traditionell.Der Branchen-Durchschnitt tendiert übrigens in Richtung modern